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.
The Nelson Wood Nelson Team
The Nelson Wood Nelson Team works with affluent individuals, families, businesses and nonprofit institutions to address a range of financial needs. We differentiate ourselves in four key ways:
Depth: Our team is deep in human capital and experience. We work as a cohesive group drawing on our collective strengths. We have the size to get things done expediently. With both senior and junior members of the team we are aligned to work across generations understanding the specific needs and concerns of different life stages.
Offerings: As a team within the Private Banking & Investment Group at Merrill Lynch we draw on the strength and vigor of a global financial leader. From investment offerings, research capabilities, wealth transfer strategies and services we harness the capabilities of Merrill Lynch making expansive resources concrete and meaningful to clients.
Niche: We understand the special requirements of affluent individuals and nonprofit institutions. If wealth management is to be done properly it cannot be mass produced. We customize our strategies to reflect client needs. We have specific experience in areas that require niche knowledge: liquidity events, options, concentrated/restricted stock management and institutional governance.
Service Ethic: We look to ingrain ourselves in clients’ financial lives helping them address long term issues and day to day tasks. We meet with clients frequently not only for quarterly updates, but for educational seminars, market briefings, family events and social gatherings. We truly are privileged to serve and bring that mindset to our client interactions all day every day.
A Commitment to Service
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 approach 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.
We work with corporate executives, business owners, entrepreneurs, families and institutions throughout the Southwest. We advise clients at critical points in their financial lives devising strategies, streamlining operations and integrating efforts to promote client interests.
We welcome the opportunity to speak in depth about our offerings and edge.
Individual and Families:
Concentrated and restricted stock management
Liquidity event services
Wealth transfer strategies
Residential and commercial lending through Bank of America, N.A.
Non-profit Organizations, Endowments and Foundations:
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.