Our personal approach fuels our mission to make our clients financial lives better. We seek to empower our clients to have greater positive impact on the world by providing planning, investment management and banking services.
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.
Alternative Investments Regional Specialist
Bank of America, N.A.
Division Structured Credit Executive
Bank of America, N.A.
Wealth Strategist
Merrill
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2014, 2017-2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Barron's "Top 50 Private Wealth Management Teams" 2020
Published on April 17, 2020. Rankings based on data as of December 31, 2019.
Forbes "Best-in-State Wealth Advisors" 2018-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "America's Top Wealth Advisors" 2016-2023
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Barron's "Top 50 Private Wealth Management Teams" 2020
Published on April 17, 2020. Rankings based on data as of December 31, 2019.
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2021-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Best-in-State Next-Generation Wealth Advisors" 2019, 2022
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
With offices in Century City California and Denver Colorado, the Munster Freeman Group works with a select number of ultra-affluent families to manage, preserve and transfer wealth effectively. They have been entrusted with $3.5+billion of client's assets as of December 31st, 2022. They offer the insight and knowledge of a team of professionals who have extensive experience in critical disciplines: investment management, trust and estate planning services, customized credit and lending, pre and post liquidity event strategy, cash flow analysis, lifestyle preservation and philanthropy. They are problem solvers who work to make client’s financial lives better through coordinating the extensive services of Bank of America, Merrill, and their clients’ professional advisors.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
As a seven person team we offer a depth of engagement, an ingrained service ethic and an integrated suite of capabilities that are distinctive. We combine robust analysis and hands on involvement in the capital markets with a deeply personalized client ethos. Because we exclusively serve a highly accomplished clientele, we are attuned to the opportunities and challenges that can accompany substantial wealth. Our team brings a youthful intensity that enables us to connect with clients across multiple life stages, cementing our role as a trusted family resource helping to ensure the succession of clients' financial strategies. At the same time we offer the seasoned maturity and hands on experience of a Private Wealth Management team specially accredited to serve clients who have exceptional means.
We are privileged to work with numerous wealth creators and their families. We have developed long term relationships that are grounded in our client priorities. We represent a range of clientele and have particular depth in advising entrepreneurs, real estate developers, entertainers and professional investors. We are sensitive to the unique circumstances behind each source of wealth. When clients encounter significant decision points in their wealth such as the transfer, sale or recapitalization of their business, we apply a comprehensive approach that helps them optimize outcomes from multiple perspectives: professional, personal and philanthropic. We build a team around each client working in concert with a client’s tax and legal advisors and investment banker to spearhead informed action and careful collaboration. Throughout the engagement we look to simplify and streamline a client’s financial affairs providing a clear framework for moving forward.
Our team recognizes that significant wealth can entail pitfalls as well as privileges. We work closely with clients to foster sound stewardship across multiple generations. As proponents of client education and communication, we facilitate family meetings to discern and discuss collective goals as well as individual aspirations. Throughout the client relationship we are sensitive to each family’s dynamics, needs and values.
We offer a suite of services grounded in unified strategy for long term wealth preservation:
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
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