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.
Richard McWhorterRichard McWhorter is a Private Wealth Advisor within Merrill Private Wealth Management. He provides in-depth wealth management advice to a select group of ultra-affluent clients, advancing their interests in multiple contexts. Richard becomes deeply involved with the clients he serves. If a financial issue concerns a client, it concerns him. Because he exclusively works with ultra-high-net-worth clients, he is experienced in navigating the opportunities and challenges of significant wealth, from acquisitions to negotiations, macro-economic investment guidance to wealth transfer strategies.
Richard works with clients to organize and advance their full financial frameworks, including estate planning services, philanthropic strategies, portfolio development, liability management, and corporate services. He applies the insight he has garnered from more than two decades in wealth management to help clients attain their goals. Moreover, Richard is skilled in tapping the extensive resources available through Merrill, Bank of America, and Bank of America Private Bank to enhance client outcomes. He draws on an extensive network of contacts within the Firm to connect people to the services and knowledge they need.
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.