We measure our success by the success of the clients we serve.
Our group's mission is to develop and nurture long-term relationships that enable us to help clients pursue their individual, corporate and family goals - today and in the future.
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.
16
KENT V. PEARCE, a Managing Director - Senior Financial Advisor with Merrill Lynch Wealth Management along with his associates, form one of the firm's most distinguished Wealth Management Groups based out of Towson, Maryland and Palm Beach, Florida. Over the course of Kent's entire 29+ year career with Merrill, he has been recognized as one of America's leading financial advisors.
In 2022-2024, Kent was named among the Top 40 Wealth Advisors on the FORBES "America's Top Wealth Advisors" list and recently ranked #37 in America in 2024. In addition, he was ranked #1 in Maryland on the FORBES "Best-In-State Wealth Advisors" list for 2020-2023. (Both lists are published annually Jan - April. Rankings based on data as of June 30 of prior year).
Kent was also named to the BARRON’S “Top 100 Financial Advisors” List from 2020-2023 and holds the #1 ranking in Maryland on the BARRON’S “Top 1200 Financial Advisors” list for 2024. (Both Lists Published annually March-April. Rankings based on data as of September 30 and December 31 of the prior year, respectively).
Kent's 16-member team has approximately 250 years of combined experience and has consistently set a standard to offer stellar investment advice, and guidance as well as customized financial strategies to affluent individuals and families, corporate executives, business owners, foundations/endowments, private & public companies, and professional athletes/entertainers.
The Pearce Group was recently named to the FORBES "Top 100 Private Wealth Teams in America" list for 2023, as well as being the #1 Ranked Wealth Management Team in the State of Maryland on the FORBES "Best-In-State Wealth Management Teams" list for 2024. (Published on November 7, 2023 and January 9, 2024, respectively. Both rankings based on data as of March 31, 2023).
Lastly, Kent was the recipient of Merrill Lynch’s prestigious David Brady Award (2018) recognizing him for his devoted commitment to his clients, colleagues and community best represented through character and integrity.
Kent presently serves as a member of the CEO Club of Baltimore, the Living Classrooms Foundation Board of Directors and is also a founding member of Merrill's highly acclaimed National AGN (Advisor Growth Network) Board. Kent has also previous served as a member of the University of Maryland St. Joseph's Medical Center Foundation Board, as well as the President's Advisory Board at McDaniel College. Kent received a MBA degree from Mount Saint Mary's University in Financial Management, as well as a BA degree from McDaniel College with a dual concentration in Economics and Finance.
Named to the 2023 Forbes “America's Top Wealth Advisors" list Published on April 4, 2023. Rankings based on data as of June 30, 2022.* *2023 Forbes “America's Top Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook's rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at www.SHOOKresearch.com.
Named to the 2023 Forbes “Best-in-State Wealth Advisors" list Published on April 4, 2023. Rankings based on data as of June 30, 2022.* *2023 Forbes “Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook's rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at www.SHOOKresearch.com.
Named to the 2023 Forbes “America's Top Wealth Management Teams Private Wealth" list as a member of The Pearce Group Published on November 7, 2023. Rankings based on data as of March 31, 2023.* *2023 Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
No. 1 in State Ranked #1 in Maryland on the 2024 Forbes “Best-in-State Wealth Management Teams" list as a member of the Pearce Group team Published on January 9, 2024. Rankings based on data as of March 31 2023.* *2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Named to the 2023 Barron's “Top 100 Financial Advisors" list Published on April 14, 2023. Rankings based on data as of December 31, 2022.* *2023 Barron's “Top 100 Financial Advisors" list. Opinions are Barron's who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study.
Named to the 2024 Barron's “Top 1200 Financial Advisors" list Published February - March, 2024. Rankings based on data as of September 30, 2023.* *2023 Barron's “Top 100 Financial Advisors" list. Opinions are Barron's who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study.
*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos.
Karl has been with Merrill since 1998 and prior to that with Morgan Stanley and Dean Witter. Karl is a Senior Vice President, Wealth Management Advisor and Portfolio Manager with The Pearce Group, recently named to the FORBES “Top 100 Private Wealth Teams in America” list for 2023. (Published on November 7, 2023. Rankings based on data as of March 31, 2023). His Certified Investment Management Analyst® designation was earned in conjunction with the Wharton School, University of Pennsylvania/Investments & Wealth Institute™. He is also a Retirement Benefits Consultant as well as a member of a specialized group of Merrill Financial Advisors registered with the Firm’s Defined Contribution Investment Consulting (DCIC) platform. He is a member of the National Association of Plan Advisors (NAPA) and certified as a CPFA. Karl also has extensive experience in an earlier career in the Real estate Industry. Karl attended Boston University, received his BA degree from College of Atlantic and has also worked for The Smithsonian Institution as a Researcher.
Named to the 2023 Forbes “America's Top Wealth Management Teams Private Wealth" list as a member of The Pearce Group Published on November 7, 2023. Rankings based on data as of March 31, 2023.*
*2023 Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Jeremy Kober is a First Vice President – Wealth Management Advisor with The Pearce Group at Merrill which was recently named to the FORBES “Top 100 Private Wealth Teams in America” list for 2023. (Published on November 7, 2023. Rankings based on data as of March 31, 2023). Jeremy focus on the investment approach for the team, coordinates client's personal planning with their other professional advisers and uses analytical tools that include cash flow analysis, net worth analysis and customized investment planning to help client's experience how their financial decisions can impact their future. Jeremy has been in the investment industry since 2001 and has been with Merrill since 2010. Jeremy is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, Jeremy earned his C(k)P® designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education and his Certified Divorce Financial Analyst® (CDFA®) designation from the Institute of Divorce Financial Analysts and is also a Certified Plan Fiduciary Advisor®™, CPFA™ sponsored by the National Association of Plan Advisors. Jeremy holds a bachelor's degree from McDaniel College.
Named to the 2023 Forbes “America's Top Wealth Management Teams Private Wealth" list as a member of The Pearce Group Published on November 7, 2023. Rankings based on data as of March 31, 2023.*
*2023 Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Jason Slotkin is a Vice President – Senior Financial Advisor with The Pearce Group at Merrill which was recently named to the FORBES “Top 100 Private Wealth Teams in America” list for 2023. (Published on November 7, 2023. Rankings based on data as of March 31, 2023). Jason focuses his efforts within The Pearce Group at Merrill as a key client relationship manager for our select high-net worth clients, oversees the team's sports and entertainment division, and is heavily involved in portfolio analysis, investment manager selection, holistic wealth management forecasting and planning. Further, Jason heads the team's life and long-term care insurance planning. He also has vast experience dealing with high-net worth family trusts and estates, and often coordinates with clients' attorneys and CPA's to facilitate. He joined Merrill in 2013 and has 10+ years of industry experience. Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner, which is a certification awarded by the Certified Financial Planner Board of Standards Inc. He is also a Sports & Entertainment Accredited Wealth Management Advisor™ designee which is a certification awarded by the The College for Financial Planning Institutes Corp — a Kaplan Company. Jason attended the University of Maryland - College Park, where he earned a Bachelor's degree in Economics.
Named to the 2023 Forbes “America's Top Wealth Management Teams Private Wealth" list as a member of The Pearce Group Published on November 7, 2023. Rankings based on data as of March 31, 2023.* *2023 Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Courtney Rodgers has over 15 years of industry experience and serves as The Pearce Group’s Business Manager. She fills a vital role on the team, overseeing group operations and client experience. Courtney also brings a unique background in compliance oversight, enhancing the team’s ability to support our clients in a continuously changing regulatory environment.
Courtney lives in Baltimore County with her husband Austin and three children Hailey, Sawyer, and Drew.
Chris joined Merrill in 2016. As an Analyst with over 25 years of industry experience, he is responsible for helping advisors with portfolio strategies, institutional investment manager selection, asset allocation decisions, economic analysis and client service. Chris has previous experience as a trader for ultra-high net worth portfolios, supervisor of options trading desk, and facilitator of investment products and financial systems on an institutional level.
Austin is a vital partner of The Pearce Group at Merrill, a distinguished National Wealth Management team recently honored with the #1 ranking in Maryland on the 2023 FORBES “Best-In-State Wealth Management Teams” list (Published on January 12, 2023, rankings based on data as of March 31, 2022).
Since joining the team in 2019, Austin has focused his efforts on client relationship management, portfolio strategy analysis, and alternative investment strategy oversight. In addition, Austin heads the team’s marketing department and plays a critical role in furthering business development for the group.
Austin is an Accredited Asset Management Specialist™ AAMS™, a professional designation awarded by The College for Financial Planning Institutes Corp. His academic foundation includes a bachelor’s degree in accounting from Towson University, where he not only excelled but now serves as a member on the Towson University’s College of Business and Economics’ Young Alumni Advisory Council (YAAC).
No. 1 in State Ranked #1 in Maryland on the 2024 Forbes “Best-in-State Wealth Management Teams" list as a member of The Pearce Group Published on January 9, 2024. Rankings based on data as of March 31 2023.*
*2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Joshua Campbell is an Assistant Vice President - Client Relationship Manager with The Pearce Group at Merrill, ranked #1 on the Forbes “Best-in-State Wealth Management Teams” 2024 (Published on January 9, 2024. Rankings based on data as of March 31, 2023).
Joshua centers his efforts within The Pearce Group at Merrill as a dedicated relationship manager striving to ensure detail-oriented service and thorough portfolio management, as well as strategic financial analysis and the provision of detailed market insights and asset allocation refinement.
Joshua joined the firm in 2021 and has nearly a decade of experience in relationship management and business development, coupled with years of experience in financial advisory and consulting.
He has earned the Chartered Retirement Planning Counselor™ professional designation from the College for Financial Planning. Joshua attended Liberty University, where he graduated Cum Laude with a Bachelor’s Degree in Business Management and Strategic Marketing.
In his free time, he enjoys spending time with his wife and two children, as well as volunteering in the community to support the financial education and development of youths throughout the DMV area.
2024 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Alex joined the team in 2022 and plays a crucial role in providing clients with operations service and overall account maintenance. In addition, Alex comes to us from Goldman Sachs where he had further experience in the implementation of high level options trading strategies, Rule 144, fixed income trading, equity trading, etc. Alex grew up in Keeseville, NY and graduated from Clarkson University in 2020 with a B.S. in Financial Information & Analysis. Alex has three years of financial service experience and recently moved to Baltimore with his girlfriend. In his free time he enjoys traveling, trying new restaurants, and mastering the art of picking crabs. Alex is a huge Packers fan, but will be going to plenty of Ravens and O’s games as well.
Stephanie has over 25+ years of industry experience and currently serves as the Group's Co-Director of Operations, Account Maintenance and Service. Her day-to-day administrative operations, including stock option exercising, restricted stock maintenance, credit and private banking services are critical to each client's personalized service and specific financial needs. Stephanie received her bachelor's degree from the University of Baltimore in Business Administration with a concentration in management.
Tricia has over 25+ years of experience in the investment industry and currently serves as the Group's Co-Director of Client Operations, Account Maintenance and Service. Tricia plays a critical role in providing clients with personalized service and seeing to their specific financial needs. Her extensive experience includes administrative and account management, credit and private banking services, and 401(k) plan client support and servicing.
Amy is a critical team member of The Pearce Group at Merrill, contributing expertise in all aspects of client support. With over 19+ years of diverse industry expertise, Amy has excelled in roles such as Banking Center Manager, Small Business Specialist and Financial Services Representative in Life Services, where she was recently awarded a title promotion to officer prior to joining the team.
Amy’s unique experience helps exceed expectation in providing clients with personalized service in supporting a diverse suite of needs to include business accounts, estate/beneficiary transition, and banking services. Committed to excellence in client services, Amy stands ready to assist with any administrative needs.
Howard joined Merrill Lynch Wealth Management in 2020 and joins our practice with more than 15 years of banking experience in customer service, consumer and business lending, business development, investment, life insurance sales, retirement planning, and banking sales and transactions. Howard provides clients with exceptional service by focusing on client escalations, service resolution, and account maintenance, by applying his expertise in banking.
Hilda brings a wealth of expertise to our practice stemming from 8 dynamic years in the financial services industry as small business and private client representative. She fulfills a vital role in the team’s operations, managing administrative tasks and ensuring smooth account operations. Hilda navigates effortlessly between English and Spanish thus enhancing our team reach and connectivity. Raised in Baltimore, Hilda has strong appreciation for our community and enjoys spending her time with family & friends, attending concerts, dining locally, and giving back to those in need.
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.
Lisa M Froehlich
Wealth Management Banking Specialist
Merrill
Patricia Sue Lueckert
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #532638
Recognition
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.
Kent V Pearce
Barron's "Top 1,200 Financial Advisors" 2024 Published on March 8, 2024. Rankings based on data as of September 30, 2023.*
Barron's "Top 100 Financial Advisors" 2020-2023 Published annually March - April. Rankings based on data as of December 31 of prior year.
Forbes "Best-in-State Wealth Advisors" 2023 - 2024 Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "America's Top Wealth Advisors" 2018-2024 Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Forbes “Best-in-State Wealth Management Teams” 2023-2024 Published annually in January. Rankings based on data as of March 31 of prior year.*
Strategies designed to help you achieve your goals
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.
As a client of The Pearce Group, you'll have access to the experience and skill of highly trained financial advisors, who are supported by a wealth management platform and thought leadership program we believe are second-to-none. We offer an objective and flexible framework that we can use to help you organize your financial life, whether your aim is growth, wealth preservation, succession planning or wealth transfer.
We offer a highly disciplined wealth management philosophy, specifically targeted to address the needs of a high-net-worth clientele - individuals and families, corporate executives, business owners, foundations, venture capital firms and private and public businesses, including companies that interact with the New York Stock Exchange, AMEX, and NASDAQ. We also call upon Merrill specialists, as needed, to help us deliver wealth management strategies that focus on the long-range goals of professional athletes in the NFL, NBA, NHL, and MLB.
We begin each relationship by taking the time to fully understand each client's unique financial situation. We then use that information to shape a thoughtful, customized approach that can make use of numerous products and services from one of the world's largest full-service investment firms. Our global perspective helps you adjust to financial challenges and identify unique opportunities.
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 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.
Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Company Founders, Private Business Owners & Entrepreneurs
When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.
Foundations and Endowments
An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The strategies we construct are carefully designed to help promote stability, efficiency and growth under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.
Corporate Executives
We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.
Private Equity and Hedge Fund Principals
Your investment expertise as a hedge fund or private equity principal has likely resulted in substantial personal success. We have experience working with a select group of individuals in your industry. Drawing on our extensive capabilities and the broad resources of a global institution, we work to help you coordinate and manage your finances with the aim of simplifying the complexities of your financial life, including wealth transfer advice and guidance from Merrill and access to the banking convenience of Bank of America for your banking, lending and trust needs. We also provide access to Bank of America for your working capital needs in support of the day-to-day needs of your business.
Intergenerational Family Wealth
As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the rising generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps us to see and share best practices to help you achieve them.
Professional Athletes
As a professional athlete, you understand how grit and determination have helped you succeed in a challenging environment, as well as the unique financial needs that come with your success. At Merrill Private Wealth Management, we are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to help simplify the complexities of your financial life and build the legacy you envision.
Entertainment Industry Professionals
As rewarding as success in the entertainment industry can be, income is not always consistent and careers can be subject to swift change. Managing your finances requires a disciplined, knowledgeable and experienced approach to help you make the most of your success, with strategies for helping manage risk and providing for your future. Merrill Private Wealth Management provides personalized, boutique-like services to help you enjoy the rewards of your profession while striving for financial goals that will benefit yourself and your family. Drawing on the extensive capabilities of a global institution, we offer financial strategies aimed at simplifying the complexities of your financial life and building the legacy you envision.
Article Features (2022)
Markets Are Volatile. Here Are the Strategies Advisors Recommend (Barrons.com) "Investors have their work cut out for them this year, with markets tumbling and inflation soaring. The Fed looks set to impose another large interest-rate hike Wednesday, and Treasury yields are rising rapidly—which means more red ink for bond portfolios this quarter. But an uptick in volatility is not necessarily a bad thing—there are opportunities to be found even in this whirlwind, advisors say."... (Click Markets Are Volatile. Here Are the Strategies Advisors Recommend. | Barron's (barrons.com) to read more) Sep 22'
5 Reasons to Reconsider Downsizing in Retirement (aarp.org) "Downsizing your home in retirement can free up cash and lessen the burden of managing a large abode. But there are also reasons you may want to stay put, particularly with mortgage rates rising and inflation soaring"... (Click 5 Reasons to Reconsider Downsizing in Retirement (aarp.org) to read more) Aug 22'
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.
Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America
We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.
A relentless commitment to transparency and customized strategies
As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.
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