Limited, Merrill Lynch (Australia) Futures Limited, Merrill Lynch Equities (Australia) Limited and their related bodies corporate (together "BofAML") which hold, or are exempt from the requirement to hold, an Australian Financial Services Licence. Copyright 2009-2023 ACM MEDIA LLC. Client agrees that it and any of its Authorized Persons shall comply with this Agreement, applicable laws, rules, regulations, ordinances and other similar national and international requirements of the country, state and province in which you are accessing and using the Sites. This document and its content are for information purposes and shall not be interpreted as banking or financial intermediation, business solicitation and/or public offering of any kind. Your request has been sent successfully! Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA. The firm has over 36,000 employees, more than 27,000 of whom perform investment advisory functions. Find a private wealth advisor Experienced. 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. Banking with Bank of America and investing with Merrill is more than convenient you may also get tangible rewards you can actually use. 1255 Treat Boulevard, Suite 300, Walnut Creek CA 94597, 6586 W. Atlantic Ave, Delray Beach FL 33446. For complete details on any product see the terms and conditions on the financial institutions website. Note that wealth management goes way beyond making investment recommendations. For instance, the maximum annual fee for fixed income for assets up to $4.99 million is 0.70%, whereas the maximum annual fee for fixed income for assets between $25 million to $49.99 million is 0.40%. Royal Oak, MI Sep 2019 - Aug 2022 2; Pnc Bank Na Detroit, MI Mar 2016 - Sep 2019 3; Hickory Management Services Kalamazoo, MI Mar 2014 - Sep 2016 2; Western Michigan University Kalamazoo, MI Sep 2012 - Sep 2016 4; Jimmy Johns Farmington . Fast-forward ten years, and most of the clients Stein placed into private equity funds are sitting with annual returns after all fees of 10% or less, well below the 15% annually the S&P 500 has . Clients below that threshold may be encouraged to join Merrill Edge, Merrills automated online investing platform. Rachel is a Vice President and Private Wealth Manager within Private Executive Services at Merrill. find a Financial Advisor on the Wiser Advisor. ","ruletype":"email","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"confirmemailaddress","isRequired":true,"maxlength":50,"uilabel":"Confirm email*","errmsg":"E-mail does not match","ruletype":"email","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"businessphone","isRequired":true,"maxlength":10,"uilabel":"Phone number*","errmsg":"Not a valid 10-digit phone number(No spaces or special characters)","customcss":"form__field","ruletype":"phone","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"zipcode","isRequired":true,"maxlength":5,"uilabel":"Zip code*","errmsg":"Please enter valid Zip Code! Partnering with Merrill Private Wealth Management and Merrill Lynch Wealth Management to delegate appropriate coverage for Plan Participants and educate key employees on how their benefit programs fit into their overall financial picture. Prior to taking any such action, Client shall, to the extent reasonably practicable given the then-current circumstances, notify Bank of America in writing thereof and consult with Bank of America regarding the steps to be taken to ensure compliance with Applicable Law. Bank of America Private Bank can help you and your family with sophisticated planning and solutions to manage substantial wealth now, and for future generations.Learn more. Are Not FDIC Insured * May Lose Value * Are Not Bank Guaranteed. Our private wealth advisors bring. Patrick serves as a Registered Wealth Management Client Associate on the Private Executive Services team at Merrill's flagship office in New York City. Experience you can count on from a relationship with one of our private wealth advisors. In his role on the PES team, BreQuan focuses on the trading of equity orders in addition to facilitating strategies on purchases/sales for best possible execution. In his role as a Private Wealth Investment Management Specialist, John supports theteam in conducting due diligence on existing and prospective managers and assists the Private Wealth Advisors with portfolio construction and tracking. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. We understand the complexities that come with your executive position and the extreme demands on your time. Control over decisions about how you work with your advisor and who makes day-to-day investment decisions. Brendan is a Private Wealth Manager on Private Executive Services (PES) team at Merrill Private Wealth Management. Merrill Lynch charges a program fee for the Merrill Lynch Investment Advisory Program that consists of a Merrill Lynch Fee Rate and a Style Manager Expense Rate. Clicking CONTINUE will take you to a website that Merrill Private Wealth Management is not affiliated with and 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. Client acknowledges that it is acting for its own account, and it has made its own independent decisions to enter into a Transaction and as to whether a Transaction is appropriate or proper for it based upon its own judgment and upon advice from such advisors as it has deemed necessary. Prior to joining Merrill, he was an associate of eCom Partners, a venture capital firm focused on early stage technology companies. Bank of America or its Affiliates may have managed or co-managed a public offering of, or acted as initial purchaser or placement agent for a private placement of, any of the securities of any issuer mentioned on the Sites, or may from time to time perform consulting, advisory, lease, loan solicitation, investment banking or other services for, or solicit investment banking or other business from, mentioned companies. Bank of America Private Bank can help you and your family with sophisticated planning and solutions to manage substantial wealth now, and for future generations. Justin is a Registered Private Wealth Client Associate in Merrill Private Wealth Management. You will also have the opportunity to learn about your advisors background and investment approach. Due to its size, it doesnt dictate any single philosophy for its advisors to follow. The maximum rates charged for the Merrill Lynch Fee Rate are 2.20% of AUM for accounts below $5 million and 2.00% of is 1.75%. Your Newsletter request has been sent successfully! Other than the license granted hereunder, Client obtains no rights to the Sites. In her role, Hailey works with our Private Wealth Advisors on aggregating clients financial data to create customized account reviews and collaborates with clients tax and legal advisors to provide comprehensive reporting. If your account's balance at the end of May (for example) is $ 1,000, your fee for June would be less than $1. Our philosophy celebrates collaboration. However, the median fee drops to 0.85% for those with portfolios over $1M. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (BofA Corp.), and its agents. Clay builds personalized wealth management plans for his clients, centered on accomplishing their individual goals. [{"fieldname":"firstname","isRequired":true,"maxlength":10,"uilabel":"First name*","errmsg":"Please enter a valid First Name! (For reference, the SEC defines a high net worth individual as someone with at least $750,000 under an advisors management or a net worth believed to be at least $1.5 million). The fee is negotiated directly with each advisor, and largely depends on the program and the amount of money the client has invested with the advisor (some programs have account minimums). There's more than one way to invest with Merrill Build your own portfolio Take advantage of flexible, easy-to-use tools with Merrill Edge Self-Directed Investing. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Total client assets for each advisor were considered separately from their teams total assets and the individual advisors were ranked accordingly. By providing your contact information above,you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation . No registration or filing with respect to any securities or financial products available on the Sites has been made with any regulatory agency thereof. Bank of America Corp. agreed to purchase Merrill Lynch and its over 16,000 financial advisors in 2008 in the depths of the financial crisis. In 2019, he moved from California to New York toservice the team's 10b5-1 plan program, and currently resides in Brooklyn. We are not responsible for and do not endorse, This material does not take into account a clients particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. To learn more about relationship-based ads, online behavioral advertising and our privacy practices, please review the Bank of America Online Privacy Notice and our Online Privacy FAQs. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S. They use these three elements to determine the precise combination of assets that will work for you. You should view these Terms and Conditions often to stay informed of changes that may affect you. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. This award does not evaluate the quality of services provided to clients and is not indicative of this advisers future performance. We will use this information to find the right advisor near you. He has since held various roles within Merrill and his development within the organization has led to him joining Merrills Private Executive Services team in 2019 as aFinancial Advisor. Thank you. She is passionate about taking the time to understand what matters most to her clients and facilitating opportunities to achieve their goals. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Clicking SEBI Regn Nos. We intentionallybuilt our business as a team and enjoy managing it collaboratively.Working within Merrill uniquely allows us to provide our clients with both the premier service of a boutique and the intellectual capital and resources of a global financial services firm.Collaborative Team StructureWe assign each client a cohesive coverage team, which includes advisors, analysts and associates who focus on relationship management, financial strategy, wealth management planning, banking strategiesthrough Bankof America,and administrative support. It can involve all aspects of an individuals financial life. 11522 of July 1, 1998. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy. We aim to help you discuss and define your familys values in the context of responsibly stewarding wealth across generations. These ads are based on your specific account relationships with us. Merrill Lynch is one of the largest wealth management firms in the world, with thousands of advisors. 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. Lending and other commercial banking activities are performed globally by banking affiliates of BAC and in Australia by Bank of America, N.A. Merrill Lynch has faced a number of disciplinary proceedings from regulators over the past 10 years. Fidelity Personalized Portfolios contain ETFs, stocks, and funds and are actively managed with particular emphasis on a clients long-term objectives and tax situation. Bank of America and its Affiliates expressly disclaim any responsibility or liability for the accuracy or use of such Account Information upon its being downloaded by Client and will not be liable for any difficulty, damage or inaccessibility of such information due to hardware or software incompatibility. For specific investor grievances, if any, email IDs are brokingindia@ml.com, dpindia@ml.com, dg.india_merchantbanking@baml.com. He focuses on delivering the wealth management platform to a broad array of clients, including corporate executives and business owners, as well as their families. Any information, services, or securities offered via the Sites are intended to be available only to residents of Argentina, Brazil, Canada, France, Germany, Hong Kong, Ireland, Japan, Italy, Korea, the Netherlands, Singapore, the United States and the United Kingdom. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal Set up a free online video meeting with one of our experienced and dependable wealth advisors to discover how we can guide and assist you. Private Wealth Senior Relationship Manager, Registered Private Wealth Client Associate, Private Wealth Investment Management Specialist, Registered Wealth Management Client Associate. Hans serves as a Financial Advisor with 11 years of client facing experience. provides outside of Colombia. offer a different privacy policy and level of security. Schedule a consultation with one of our competent and skilled wealth advisors at Pillar Wealth Management to learn more about our firm and the services we offer. Chris is an Vice President and Private Wealth Senior Relationship Manager at Merrill Private Wealth Management. However, there can be exceptions. Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. Historically, Merrill Lynch has catered to individuals with assets of $1 million or more, so many Merrill Lynch advisors will be comfortable working with people in the high-net-worth category. Outside of work, he is an avid sailor and windsurfer. Learn more What day(s) of the week are most convenient for you? Forbes "Best-in-State Wealth Advisors"2018-2022Published annually Jan- April. Bank of America reserves the right to limit or terminate Client's or any Authorized Person's access to and use of the Sites immediately and without notice. Jennifer serves as a Financial Advisor on the Private Executive Services team in New York City. Securities, strategic advisory and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation including in Canada by Merrill Lynch Canada Inc. which is a registered broker-dealer regulated by the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF). However, each firms origins go back much further than that. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Banc of America Securities Limited has approved the Sites for the purpose of Section 57 of the Financial Services Act of 1986. Patrick serves as a Senior Financial Advisor on the Private Executive Services team at Merrill's flagship office in New York City. Merrill is proud of our advisors whove received recognition from financial industry publications or directly from Bank of America Corporation. We have assisted many investors all over the US in accomplishing their financial goals. Investment, insurance and annuity products: document.write(new Date().getFullYear())Bank of America Corporation. Indicative valuations may vary significantly from indicative valuations available from other sources. Access to the Sites is by invitation only to professional investors as defined in article 31 of CONSOB regulation no. With less than that minimum, customers are encouraged to utilize Merrill's online investment toolbox, which includes Merrill Edge. Experience The average Private Wealth Advisor has 20 years of industry experience and a core business comprised of clients with significant assets 1. Securities or other instruments on these Sites are only offered to professional market parties. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA. By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. Chris is a member of the Investment Strategy Team of Private Executive Services. You can click the "Return to Merrill Lynch" button now to return to the previous page, or you can close the new window after you leave. High Net Worth Financial Planning Strategies. 225 Liberty Street, 37th Fl New York, NY 10281, Contact Continue reading this article to get your answer. Apart from BANA Australia, none of the other BofAML entities including BAC are Authorised Deposit-taking Institutions authorised under the Banking Act 1959 of Australia nor regulated by the Australian Prudential Regulation Authority. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. We believe they are setting the standard for exemplary client service. Prior to joining Merrill, Brian was an associate in the Global Equity Capital Markets Group at Salomon Smith Barney focusing on the origination and execution of reserve share programs, corporate repurchase programs and the sale of restricted stock by corporate clients. Further, Client has not received from Bank of America or its Affiliates any assurance or guarantee as to the expected results of a Transaction. 7 * Other fees may apply. We gather for weekly meetings to discuss the changing economic environment and relevant research. Specialized services and strategic solutions aligned to your goals. Capabilities - Private Wealth Management Services Strategic solutions that align with your goals and priorities As a client of Merrill Private Wealth Management, you have access to specialized services as well as resources ordinarily reserved for the world's largest institutions. Over 30 years' of experience in private wealth management and investment banking. As mentioned above, Merrill has historically preferred clients with higher net worth. Articles by Charlotte Prior to Merrill, Kevin was an investment coordinator at Summit Financial Resources and worked on a wealth management team at Morgan Stanley Smith Barney. Strategiesdesigned to help you achieve your goals, 225 Liberty Street 37th Floor New York, NY 10281, Learn more about an advisor's background on, Barron's "Top 1,200 Financial Advisors: State-by-State".
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