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. For example, the online Merrill Guided Investing programs offer only a limited number of Merrill-managed strategies that invest in mutual funds, cash and ETFs. You can book a free meeting with one of our wealth managers to get more details about our services. On the other hand, the general eligibility for Fidelity Wealth Management is $250,000 managed through Fidelity Wealth Services. Client's conduct may be subject to local, state, national and international laws. 2 advisors in Texas. Patrick assists by seeking to understand each client's financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to help attain financial goals. The information contained here does not constitute a public offering or distribution of securities in Singapore. Your actual rate depends upon credit score, loan amount, loan term, and credit usage and history, and will be agreed upon between you and the lender. His interests include golf, skiing, reading, philanthropy and spending time with his family. The Find a Financial Advisor links contained in this article will direct you to webpages devoted to MagnifyMoney Advisor (MMA). Mike is aManaging Directorand Private Wealth Advisor with Merrill Private Wealth Management. While Bank of America and its Affiliates believe that this Account Information will be accurate at the time of access and/or downloading by Client, this information may have certain technical flaws, typographical errors or other inaccuracies. It paid a fine of $8 million. 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. We strive to provide you with information about products and services you might find interesting and useful. Financial Times "Top 400 Financial Advisers list, 2013, 2014, 2017 and 2018Published annually Mar April. find a Financial Advisor on the Wiser Advisor. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Get up to $600 when you open a new Merrill Edge account with at least $20,000. 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. Access to the Sites is by invitation only to financial institutions as defined under the Law Concerning Foreign Securities Firms. However, Merrill Lynch typically has catered to high-net-worth clients. SIPC. Forbes "Best-in-State Wealth Advisors"2018-2022Published annually Jan- April. Be sure you do understand the full terms provided by the financial institution before signing the dotted line, or lets be real, clicking the I Agree button. Chris is an Vice President and Private Wealth Senior Relationship Manager at Merrill Private Wealth Management. Barron's "Top 1,200 Financial Advisors: State-by-State"2020-2022Published annually in February - March. MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. William is a CERTIFIED FINANCIAL PLANNER professional and Financial Advisor at Merrill. Client shall not permit any person other than an Authorized Person to access or use the Sites on its behalf or to use any User ID or Access Code and shall educate and familiarize those Authorized Persons who access and/or use the Sites with Client's obligations under this Agreement. protect any confidential information of Bank of America, its Affiliates or Vendors contained in the Licensed Programs; restrict the use of the Licensed Programs by Client solely to conditions agreed upon in the Agreement and the License Agreement; restrict the copying of Licensed Programs to that number reasonably required for Client use and backup purposes. As mentioned above, Merrill has historically preferred clients with higher net worth. 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). For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. 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. Andy began his career at Merrill in 1991 and holds the Certified Investment Management Analyst designation from the Investments & Wealth InstituteTM through the Wharton School.Andy earned his BA in Economics from the University of Virginia in 1990. Compliance officer - Jinendra Shah, Email: jinendra.shah@baml.com, Tel No. Potential clients should make a point to discuss fees with their advisor, since they are often negotiable and can vary for similar services from advisor to advisor. Hours of Operation: Mon - Fri: 8:00 AM - 4:00 PM See More Hours. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. 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 . guarantee This delivery will generally consist of certain Content on the Sites, and certain other documents relating to Bank of America and its Affiliate's business. Client agrees to be bound by all communications (and the consequences thereof) placed on, executed through or facilitated by the Sites that are accompanied by a valid User ID and a valid Access Code assigned to Client or an Authorized Person. The website is not owned by Merrill Lynch, Bank of America or their affiliates and is subject to separate terms and privacy policies. 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. In addition, all research, analysis and similar market information from non-affiliated third parties provided represent the views and opinions solely of the author or the indicated source. Dinoe is a Financial Advisor with the Private Executive Services Group at Merrills flagship office located in downtown New York City. Breaking insights on the economy, market volatility, policy changes and geopolitical events. 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%. Rachel began her career at Merrill in 2009 when she joined the PES Team. Merrill Guided Investing, with the help of a dedicated advisor, Offers a wide range of investment programs, Reports multiple disciplinary disclosures, Investment advisory services/portfolio management, Trust and estate planning (advisors can share resources available through Bank of America), Alternative investments, such as private equity and hedge funds. 11522 of July 1, 1998. If you wish to obtain further details about any information contained through the Sites, there are several areas on the Sites that will provide you with contact information. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. Bank of America hereby grants to Client a worldwide, non-exclusive, non-sublicensable, non-transferable, non-assignable, personal right and license to access and use the Sites solely for Client's internal use in accordance with the terms of this Agreement. Investment, insurance and annuity products: 2023 Bank of America Corporation. 225 Liberty Street37th FloorNew York,NY10281. As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated, which is a registered broker-dealer and member of SIPC, and in other jurisdictions, locally registered entities. The Merrill Lynch Wealth Management Fee Schedule for Managed Account Service varies quite a lot. Certain other links on the Sites to non-affiliated third-party sites may contain information over which we have no control. The information in these Sites is provided by Bank of America Singapore Limited and is compiled from information prepared by subsidiaries and affiliates of Bank of America Corporation. In using the Licensed Programs, Client agrees that it will. The low range is at 0.40% per annum for a fixed-income portfolio, while the high end is at 1.75%, which would be for an equity portfolio. All rights reserved.MAP 5442017 EXP 2024-02-03. alter, decompile or reverse engineer any software component of the Sites. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. - What has been disclosed to regulators $0 option trades are subject to a $0.65 per-contract fee. We may be compensated by the businesses we review. For complete details on any product see the terms and conditions on the financial institutions website. Connected. In addition, while Merrill Lynch doesnt have minimum account sizes, Merrill Lynch advisors may establish their own criteria. Working within thisstructure, we leverage our collective proficiencies to help our clients effectively manage everyfinancial aspect oftheir lives and ultimately reach their goals. All rights are reserved. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S. U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. If you know of someone who would benefit from a relationship with us, send them an email. The Sites may, from time to time, provide Client with various licensed programs ("Licensed Programs") from third-party vendors ("Vendors") which have been licensed by Bank of America for Client use and/or which require Client to sign a third-party license agreement ("License Agreement"). ","ruletype":"freetext","fieldtype":"textarea","isgroup":false,"grouphead":false,"hidethisfield":true,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false}], advisorcontact-_-submit-_-[dynamically pull in cta-text]. 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