We understand that life, especially the financial aspects, is dynamic and, at times, complex. Our goal is to simplify it with you. We value our client relationships and believe that by listening to and working closely with you, we can help you connect all of the pieces of your financial life and implement a seamless, disciplined wealth management strategy to help you achieve your goals.
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
Each of our offices is staffed with experienced wealth management professionals—many of whom have played an essential role in their clients’ lives for more than two decades. We serve a broad spectrum of clients at different stages in their lives, including multiple generations of families, business owners and corporate executives, especially those in the technology industry and military personnel. A number of our advisors also work for the military or are veterans themselves, and we’re proud to be a supporter and employer of our local armed forces.
Our broad range of wealth management services goes far beyond asset management and investments. Using the vast resources of Merrill Lynch Wealth Management and banking convenience of Bank of America, we can address all of your wealth management needs, saving you time by helping organize and simplify your financial life in such areas as:
Our exceptional team has deep ties to our community. We are proud that our associates embrace and exemplify the Merrill principle of responsible citizenship through their active support of many worthwhile organizations such as Relay for Life, Marathons with Meaning, Adopt-a-Family and Medical Teams International.
We are steadfastly committed to providing an exceptional level of customer service. Our mission is to let our clients know that we not only care for them but about them. We welcome the opportunity to apply the same high level of concern and care to you and your financial goals.
Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
AWTA Wealth Management Group
Senior Vice President
Wealth Management Advisor
First Vice President
Wealth Management Advisor
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.