We provide wealth management solutions and personalized attention to a limited number of wealthy individuals and families. We combine our experience and understanding of complex financial needs with the broad capabilities of a global institution to help address your goals.
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.
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.
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.
In April 2006 and April 2007, Ron was named by Barron’s as one of the nation’s “Top 100 Financial Advisers” (Published annually Mar – April. Rankings based on data as of December 31 of prior year). In 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019, Ron was ranked among the top financial advisors in Georgia in Barron’s “State-by-State Top Financial Advisors" (Published annually in February-March. Rankings based on data as of September 30 of prior year).
In March 2016, Ron was named to the “FT 400” by the Financial Times as one of the Top Financial Advisors in America(Published on March 30, 2016. Rankings based on data as of June 30, 2015). Ron was also included in Forbes magazine’s ranking of “America’s Top Wealth Advisors” in 2016, 2017, 2018, and 2019(Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year) and was also ranked among the Top 10 Wealth Advisors in the State of Georgia in Forbes “Best-in-State Wealth Advisors” for 2018, 2019, and 2020(Published annually Jan – April. Rankings based on data as of June 30
of prior year).
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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