Accessible, knowledgeable and experienced, we are committed to building and maintaining strong client relationships. We’re passionate about what we do and we bring that passion to helping every client make what may be the most important financial decisions of their lives.
Our private wealth team provides customized services to a select group of individuals and families with significant wealth.
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.
Barron's "Hall of Fame" 2021
Published throughout 2021. Rankings based on data current list.
Barron's "Top 100 Financial Advisors" 2012 - 2022
Published annually March - April. Rankings based on data as of December 31 of prior year.
Barron's "Top 100 Private Wealth Management Teams" 2020 - 2022
Published annually in April. Rankings based on data as of December 31 of prior year.
Forbes "Best-in-State Wealth Advisors" 2021 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "America's Top Wealth Advisors" 2016 - 2022
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current 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.
The Weil Group provides customized financial strategies, services and advice for ultra high net worth families and individuals. Based in New York we are a team of investment professionals who recognize the demands and the opportunities that significant wealth can pose. Our senior partner, Noel Weil, has worked at Merrill since 1991 providing our team with the knowledge base and professional network that allows us to fully engage the worldwide resources and depth of expertise of Bank of America and Merrill.
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.
The Weil Group has been recognized by the following publications:
Our investment approach is grounded in a macro perspective with a strong emphasis on capital preservation. We forego fads and impulse thinking believing that diversification and risk reviews are the bedrock of financial success.
We offer clients extensive experience in the following areas:
Integrated Wealth Management Planning
Customized Lending Solutions
Trust and Estate Planning Strategies
Corporate Executive Services
Consolidated Account Reporting
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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