Your path towards success is unique and is about more than just investments. It’s about your family, your work, and your legacy. We are devoted to helping you be purposeful with your wealth.
As a multi-generational team with high ethical standards, we are focused on delivering excellence in every aspect of our work. Our diverse backgrounds, including distinguished academic credentials and unique professional experiences, give us a distinct advantage in serving you.
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.
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.
Alternative Investments Regional Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
March 21st, 2023|4:00 PM - 5:00 PM EST
Please join our top industry experts on Tuesday March 21st at 4:00 p.m. Eastern as they share whether the coming year might bring a return to a more promising market as global economies reset. They’ll also cover regional insights and potential ways to navigate today’s new market landscape. We will end with an open Q & A, so you can ask the questions that are important to you.
Topics will include:
For more information: 412.566.6477 or brianna.sullivan@ml.com
March 23rd, 2023|4:15 PM - 5:15 PM EST
The last six years have seen more changes in our tax laws than in the previous 30 years. Now with a new Congress in place, what does the tax landscape look like over the next few years? On March 23 at 4:15 p.m. Eastern, we will host a webinar to discuss the current tax legislation environment, what could be in store for 2023, how could the debt ceiling discussions factor into any tax proposals, and what actions clients should consider taking in the near future.
Please RSVP here.
For more information: 412.566.6477 or brianna.sullivan@ml.com
April 13th, 2023|12:00 PM - 12:45 PM EST
We, The Irick Group, know that your path towards success is unique and is about more than just investments. It’s about your family, your work, and your legacy. Please join us for a fireside chat where we will walk through some of the biggest financial decisions that you may be faced with at each decade of your life. We will also provide insight on what you should be considering & how you should be strategic with your money at each stage.
Hosted & Presented by:
Myah Moore Irick, ChFC®
Senior Vice President, Private Wealth Manager
Bridgette Hundon
Financial Advisor
Brianna Sullivan, CFP®
Financial Advisor
Please RSVP here.
For more information: 412.566.6477 or brianna.sullivan@ml.com
March 9th, 2023|5:00 PM - 7:00 PM EST
The Irick Group will be hosting an intimate evening with artist Gavin Benjamin, as we embark on an exclusive tour of his studio followed by a cocktail hour at his personal residence. Together, we will hear his story and learn more about the inspiration behind his artwork.
Benjamin’s work exudes a colorful world, conjuring an intersection of media, fashion, politics, pop culture and design. While marrying today’s culture with the past. It has appeared at the Slick Paris, Sotheby’s NY, Architectural Digest Home Design Show, Art Hampton, Affordable Art Fair, Scope Miami, Palm Beach Modern, Context Miami, Context NY, Art Silicon Valley, and the LA Art Fair.
This event is at capacity.
March 8th, 2023|6:00 PM - 7:15 PM EST
Join us for an exclusive virtual evening with Master Sommelier, Madeline Triffon as we learn how to taste like a pro. Madeline Triffon, the first American woman to pass the Master Sommelier exam, loves nothing better than sharing her deep experience and tasting techniques. Madeline will lead us through a blind wine tasting of 6 exceptional wines that reflect the amazing diversity of the world’s growing regions, and will share the secrets of identifying a wine’s “tells”, their unique regional characteristics. You’ll learn invaluable tips for becoming a more perceptive, empowered wine consumer, and for deriving more pleasure from wine.
This event is at capacity.
January 24th, 2023|4:00 PM EST
Join us on January 24 at 4:00 p.m. Eastern for a virtual event, Outlook 2023: Investment Management for Endowments and Foundations.
We will discuss the current economic, market and governance trends for endowments and foundations you may want to consider as we navigate 2023.
Hosted by:
Jennifer Chandler, Head of Philanthropic Solutions, Bank of America Private Bank
Moderated by:
William Jarvis, Philanthropic Executive, Bank of America Private Bank
Panelists:
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.
Investment Manager – We compose the asset allocation for your portfolio in response to several variables specific to you including market conditions, family goals, time horizon, risk tolerance, liquidity needs and income requirements. As these criteria evolve, so too will the composition of the portfolio. We align your personal values with your investments through various implementation strategies including customized value based portfolios and screens. We utilize the expansive platform available to us at Merrill to implement investment vehicles that span both global public and private markets, with an eye towards cost efficiency. We should be aware of what we own and why we own it.
Wealth Coach – Emotions can skew perceptions of risk and result in dramatic impacts on not just portfolios but also achieving financial goals. We discuss your values, goals and intentions at length so that in times of both turmoil and euphoria, we act as a sounding board to stay on plan. Our focus is long-term. Short-term market performance can be a distraction and a lure away from good discipline. The way we communicate with you and report on progress is designed to mitigate reactive behaviors and make your portfolios purposeful.
Risk Manager – Understanding your risk tolerance, and incorporating it into investment portfolios, is just one aspect of risk management. We help to define risk in a way that goes beyond market volatility and addresses obstacles specific to a family’s wealth plan and estate plan. We define success not by benchmarks but by the realization of your stated goals and the impact that you would like to achieve.
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.
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.
Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Private Wealth Management, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide access to the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.
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 next 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.
As a woman, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges — for example, planning for the statistical probability of outliving a spouse — managing your finances means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create financial strategies specifically for their life and needs.
As a professional athlete, you understand the significant rewards that sports can provide, the grit and determination that help you to succeed in a challenging environment, and the unique financial needs that come with your success. Merrill Private Wealth Management works with a select group of current and former professional athletes as they pursue their financial and legacy goals. 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 life. This includes access to trust and estate planning services from Bank of America and, through Merrill, investment strategies for the operation of a business, and education of family members to help bring your legacy vision to life.
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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