We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
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.
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.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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" 2018-2021
Published annually Jan- April. Rankings based on data as of June 30 of prior 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.*
Forbes "Top Next-Generation Wealth Advisors" 2019
Published on July 24, 2019. Rankings based on data as of March 31, 2019.
Forbes "Best-in-State Wealth Advisors" 2018-2021
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Top Next-Generation Wealth Advisors" 2019-2021
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.
On Wall Street "Top 40 Advisors Under 40" 2019-2020
Published annually in Jan. - Dec. Rankings based on data as of Sept 30 - Dec 31 of prior year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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" 2020-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior 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.
Paxinos, Lamberti, Bilton & Associates is committed to helping clients pursue their goals effectively and efficiently. We serve a limited clientele by design so that we can devote significant time and resources to every relationship. Our advisors possess skills and knowledge that they combine to develop and implement complex wealth management strategies tailored to clients' individual objectives and desires.
We seek to foster long-lasting relationships that span multiple generations. We view every client interaction as an opportunity to listen, learn and earn your trust. Each client is different, and our team structure enables us to accommodate your preferences and provide the highest level of communication and service.
Wealth presents both opportunities and challenges. Through our cohesive team structure and process, we can help simplify your life so that you can focus on the things that are most important to you and your family while pursuing a lifestyle that you have worked hard to achieve—for your generation and beyond.
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.
With more than 65 years of combined experience, the Paxinos, Lamberti, Bilton & Associates team members are well equipped to assist with a broad spectrum of complex wealth management needs. We work with affluent individuals and families, business owners, financial professionals and professional athletes, whose needs include managing risk in the present and preserving and growing their wealth for themselves and future generations.
A particular strength of the team is our experience in helping individuals and families navigate around a concentrated wealth position—such as a private business, a concentrated stock position or a significant income or cash event—to create a diversified and risk-managed portfolio that prioritizes income and financial stability. Combining the intensely attentive advisor team service with the sophisticated capabilities and resources of a global investment firm, we seek to help clients pursue their dreams through personalized service, knowledgeable advice and guidance and disciplined investment management based on an in depth understanding of their personal priorities and financial position.
Affluent Individuals and Families
We understand the demands and responsibilities of significant wealth. We can help you build, preserve and transfer your wealth, prepare for a major liquidity event or cash flow needs, and create a legacy by determining and helping you pursue your philanthropic goals. We can also provide retirement income planning services and develop wealth transfer strategies for corporate executives holding concentrated stock positions.
Business Owners
Closely held businesses can raise myriad emotional and financial issues. We can help you coordinate your business finances and personal wealth through cash and liability management and lending strategies available through Bank of America, retirement plan services, business succession and estate planning services, gifting strategies and customized insurance strategies. Additionally, in collaboration with Merrill's private equity and investment banking specialists, we can help you explore business succession opportunities, which may include potentially selling or merging your business.
Financial Professionals
Through our extensive experience working with traders, private equity partners, hedge fund managers and investment bankers, we know that financial professionals' salaries and bonuses can vary tremendously from year to year. To help you work toward a more secure financial future, we can offer balance-sheet and risk-management strategies designed to help preserve your wealth and counterbalance earnings volatility.
Sports Professionals
Professional athletes may achieve glory on the field or ice, but they also face special challenges in transforming a successful career into an independent retirement. We have strategies to help address the issues arising at each stage of your career, allowing you to focus on your profession. We strive to bring the same dedication and discipline to our work with you that you do to your sports career.
Working closely with specialists in the Global Institutional Consulting Group, we can provide public and private foundations, endowments, not-for-profit organizations, qualified and nonqualified retirement plans and insurance companies with access to a broad spectrum of capabilities, including investment consulting and philanthropic and nonprofit management, to help them pursue their mission and fulfill their oversight and governance responsibilities. Among the services available to clients are:
At the core of our service to organizations is a systematic and disciplined investment process that enables us to identify your objectives, respond to your changing needs and develop customized strategies designed to help you pursue your long-term goals.
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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