Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and potential opportunities. As their Financial Advisor, we use the Merrill Goals Based Wealth Management process to help clients achieve their life long financial goals. You have priorities and we have the insights you need to keep them front and center. Throughout their career, Rowett has worked at T Rowe Price, Atlantic Business Lenders, Lawn Doctor, Goodwill, Us Census Bureau, Bank Of New York Mellon and Merrill Edge. This assurance and commitment shall survive termination of these Terms and Conditions. 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Juan Arenas is a financial advisor operating in Boston, Massachusetts, with 10 years of experience as a financial advisor. Bank of America Corporation and its affiliates do not perform in any jurisdiction banking activities that are reserved by local law to licensed banks, except in those jurisdictions where its banking affiliates have procured the necessary licenses. As their Portfolio Manager, we provide investment management and guidance through the Personal Investment Advisory program with portfolios designed to preserve capital, generate income and provide for long term growth. Unless otherwise indicated, all services/products are conducted on an offshore basis for Latin America. Your eligibility for particular products and services is subject to final determination and acceptance by Bank of America or its Affiliates. With Merrill Edge Self‑Directed, get unlimited free online stock, ETF and option trades with no trade or balance minimums, Options contracts and other fees may apply. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning. Currently a registered financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 11 years of work experience. Merrill Lynch - Washington - 23 Unbiased Reviews - Compare with other Financial Advisors in Washington, DC area ... Financial Advisor contacts me every quarter or so to discuss my portfolio, trends, and changed to the account. He didn't answer my question even though I mentioned at least 3 times that I am calling regarding my stock options. Securities or other instruments on these Sites are only offered to professional market parties. After three years with the accounting firm, he joined Bank of America in 2003. © 2019 Bank of America Corporation. If you prefer that we do not use this information, you may opt out of online behavioral advertising. Prior to joining Merrill, Rachel worked in retail banking, international trade and business development. Nicholas is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios and third-party investment strategies. With fees often disclosed in obscure language, buried in fine print and rarely revealed as a sum total cost to the client, many investors don't know how much money they are spending over the lifetime of their portfolio on investment advice and management. We’ll also discuss any adjustments needed to your financial approach to help you stay on course. Client agrees that it will not, and will not authorize or permit any person ("Authorized Person") under its control, under any circumstance to: All cost and expense of equipment, operating platforms, and software necessary to access and use the Sites, and the maintenance thereof shall be the sole responsibility of Client. Ken’s primary focus is to help ensure his clients have the financial freedom and flexibility to meet their financial goals and desires. This entity does not conduct any activities subject to banking license, such as capturing deposits from the public. Our approach is simple, transparent and supported by thoughtful investment guidance.We believe clients realize the full value of our relationship, including: Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. Your Newsletter request has been sent successfully! Affiliates of Bank of America may make a market or deal as principal in the securities mentioned in these Sites or in options based thereon. He later redirected his interest in finance and became a financial advisor with The Cafaro Group. Market price returns do not represent the returns an investor would receive if shares were traded at other times. 1 review of Merrill Lynch "For months I have been extensively researching a financial advising team for my father. Meet your local Merrill Financial Solutions Advisor on the phone or at a Bank of America financial center, or call us 24/7 at 888.637.3343. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. A second development is the plethora of ever-changing information and technological advancements. Access to the Sites is by invitation only to professional investors with a valid password. She focuses on client support in the areas of operations and administration, and is dedicated to consistently providing excellent service. The 2020 rankings of the country's standout women wealth advisors. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Find Financial Advisor Open Merrill Edge Account Up to $600 when you open a Merrill Edge account with at least $20K. $0 option trades are subject to a $0.65 per-contract fee. : (91-22) 6632 8000. Client accepts the right and license granted herein to access and use the Sites solely in accordance with this Agreement and any rules or restrictions or procedures published by Bank of America on the Sites from time to time. No registration or filing with respect to any securities or financial products available on the Sites has been made with any regulatory agency thereof. As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals. Rachel joined Merrill Lynch Wealth Management and The Cafaro Group in June of 2017. 6 reviews of Merrill Lynch "People! We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. by George, 12/15/2020 . Moultane works at Merrill Lynch, Pierce, Fenner & Smith Inc. First, as people enjoy longer lives and longer retirements, Laura's conversations with her clients now revolve around a broad range of choices of opportunities and experiences waiting for them to discover. Assistant Vice President salaries at Merrill Lynch can range from $67,039 - $126,377. Client's conduct may be subject to local, state, national and international laws. 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. 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. Bank of Boston became part of Bank of America in 2004, and Peter then joined The Cafaro Group and transitioned to Merrill Lynch Wealth Management in 2008. Meet with a local Merrill Edge Financial Solutions Advisor™ located in Charlotte Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. 2 Banking, mortgage and home equity products offered by Bank of America, N.A. Tax Preparation. 3 advisors in Southern California, and the No. Access to the Sites is by invitation only to professional investors as defined in article 31 of CONSOB regulation no. All rights reserved. provides outside of Chile. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources. 30+ days ago. In addition, Bank of America or its Affiliates, their shareholders, directors, officers and/or employees, may from time to time have long or short positions in such securities or in options, futures or other derivative instruments based thereon. window after you leave. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals. Amir Monsefi left a 44-advisor office he had previously managed for Merrill Lynch two weeks ago because of his conviction that he can offer a wider range of … "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending and other commercial banking activities are performed globally by banking affiliates of BAC and in Australia by Bank of America, N.A. 1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is motivated to service our clients in an efficient and seamless manner, and by doing so hopes to develop strong and long lasting client relationships. We also disclaim all liability and make no representations or warranties for any products or services sold or provided to Bank of America or its Affiliates by any third party. Published in Australia by BANA Australia. 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. As these changes occur, we can update your approach to reflect them. Additional information is available in our Client Relationship Summary (PDF). Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S. ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission. We’ll meet with you to review your goals and the progress you’ve made toward reaching them. Here's how it works: We gather information about your online activities, such as the searches you conduct on our Sites and the pages you visit. ET. Learn more about an advisor's background on. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Weedman … 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 and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and members of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. Sarah is committed to forming and deepening client relationships through exceptional client servicing. Erik's tenure with the organization began in 1997 when he joined Bank of Boston 1784 Investor Services. 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. © 2019 Bank of America Corporation. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. 6/13/2016. As a subsidiary of Bank of America, one of the largest commercial banks in the world, Merrill Lynch has vast resources that its investment advisors can use to maximize client returns. 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. Neither Bank of America, N.A., nor its Representative Office in Peru, is authorized to carry out in Peru any activities that are reserved by Peruvian law to locally licensed banks. If you prefer that we do not use this information, you may opt out of online behavioral advertising. The viewing or distribution of the Sites may be restricted by law in certain jurisdictions. You should consult your legal and/or tax advisors before making any financial decisions. 98-880 dated 1st October, 1998. Banc of America Securities Limited has approved the Sites for the purpose of Section 57 of the Financial Services Act of 1986. alter, decompile or reverse engineer any software component of the Sites. Bookkeeping. Your request has been sent successfully! Further, Client has not received from Bank of America or its Affiliates any assurance or guarantee as to the expected results of a Transaction. Find a Merrill® Financial Solutions Advisor™, Other fees may apply. He believes each client should address their own unique situation, ensure a plan is developed to provide a clear and concise path, be educated and comfortable with a catered investment strategy, and have the comfort knowing they are collaborating with an advisor that has their best interests in mind. She focuses on relationship management, implementing the client contact model and event planning, while seeking to provide exceptional service to clients. ©2019 Bank of America Corporation. He has helped me again. 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. He began his 20-year career in the financial services industry in 1995 when he joined Fidelity Investments, becoming a financial advisor for Fidelity in 1999. About this Advisor. Other than the license granted hereunder, Client obtains no rights to the Sites. Bank of America, its Affiliates and their respective employees, contractors, agents and various contributors to the Sites have no duty to correct or update any inaccurate or out-of-date information on the Sites. What motivates Jonathan is the opportunity to help clients clarify their financial goals and help them create wealth management strategies that align with their financial vision. Kelly began her career in the financial services industry in 2005 when she joined Bank of America. You are leaving Bank of America’s website and being redirected to FINRA's BrokerCheck. 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 and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and members of SIPC, and, in other jurisdictions, by locally registered entities. I needed answers and suggestions in regards to my finances and Shaun was extremely helpful! See reviews, photos, directions, phone numbers and more for Merrill Lynch locations in Santa Cruz, CA. Learn more about an advisor's background on. Merrill Lynch is seeing early success with its Team Financial Advisor (TFA) program, with about 60 percent of all new trainees being hired into the new track. No two people are alike. Bank of America Coronavirus Resource Center. BANA CB shall not impose undue pressure on, or coerce, a person to obtain a product or service from a particular person, including bank and any of its affiliates, as a condition for obtaining another product or service from BANA CB. For specific investor grievances, if any, email IDs are brokingindia@ml.com, dpindia@ml.com, dg.india_merchantbanking@baml.com. 4,598 Merrill Lynch Financial Advisor Program jobs hiring near me. Access to the Sites is by invitation only to professional investors. Thank you. Stefanie joined Merrill Lynch Wealth Management and The Cafaro Group in 2013 after working for both Wells Fargo and Morgan Stanley. or monitor content, availability, viewpoints, products or services that are offered or expressed on other Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time as needed. As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Dimen works at Merrill Lynch, Pierce, Fenner & Smith Inc. Bank of America N.A. What matters most to us is what matters most to you. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Citibank Colombia and Tetra Pak Colombia. Access to the Sites is by invitation only to institutional investors. A regional or niche firm has … Jason Rowett is a financial advisor operating out of Hunt Valley, Maryland, who has 10 years of financial industry experience. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner and Smith Incorporated (“MLPF&S”). Offers can only be made where lawful under applicable law. 2 reviews. Neither Bank of America, its Affiliates nor any of their officers, directors, employees, agents, contractors or other suppliers shall be liable in any way, and you agree to indemnify and hold harmless Bank of America, its Affiliates and such persons for (1) any inaccuracy, error, or delay in, or omission of (a) any information on the Sites, or (b) the transmission or delivery of any information on the Sites; (2) any loss or damage arising from or occasioned by (a) any such inaccuracy, error, delay, or omission, (b) non-performance, (c) interruption of use of the Sites due either to any negligent act or omission by Bank of America, its Affiliates, their officers, directors, employees, agents, contractors or other suppliers or to any "force majeure" (i.e., flood, extraordinary weather conditions, earthquake, or other act of God, fire, war, insurrection, riot, labor dispute, accident, action of government, communications, power failure, or equipment or software malfunction) or any other cause beyond the control of the Bank of America, its Affiliates, their officers, directors, employees, agents, contractors or other suppliers. 2 and No. 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. Please try a different search area. For Scott, the most rewarding part of his job is being a knowledgeable resource for clients. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. All materials at these Sites are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, or any copyright or proprietary notices. Top. 1 advisor in Georgia, the No. We get to know you and your family, your financial situation and what matters most to you. With over over 17,000 financial advisors and $2.2 trillion in client assets Merrill Lynch is among largest full-service brokerage companies in the U.S. Visit Merrill Edge review for self-directed brokerage account review. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. On-the-job training and learning through live examples were also invaluable. ET. 2 reviews of Merrill Lynch "After inheriting an account which held enough money to be called "a premiere account" I have found that Merrill Lynch cares not a whit about me, or my late relative's money. Your agreement for the use of this Site is with the Hong Kong branch of Bank of America, N.A. Bank of America, ITS AFFILIATES AND SUCH PERSONS SHALL NOT BE LIABLE TO YOU FOR ANY LOSS, COST, DAMAGE OR OTHER INJURY, WHETHER IN CONTRACT, TORT, NEGLIGENCE OR OTHERWISE, ARISING OUT OF OR CAUSED IN WHOLE OR IN PART BY (I) CLIENT'S USE OF OR RELIANCE ON THE SITES, OR (II) Bank of America's PERFORMANCE OF ITS OBLIGATIONS UNDER OR IN CONNECTION WITH THESE TERMS AND CONDITIONS. MLPF&S and Managed Account Advisors LLC (“MAA”) are registered investment advisers. The information on these Sites is provided by the Hong Kong branch of Bank of America, N.A., and is compiled from information prepared by subsidiaries and affiliates of Bank of America Corporation. Indicative valuations may vary significantly from indicative valuations available from other sources. Client shall (i) maintain, (ii) take appropriate steps to ensure that its officers and employees maintain, and (iii) inform all Authorized Persons of Client's obligation to maintain, the confidentiality of User IDs and Access Codes and the security of the Sites. A financial advisor provides advice and guidance on a client’s financial situation in a variety of areas. Steven utilizes 27 years' experience in the financial services industry to help guide clients. Jonathan joined Merrill Lynch Wealth Management as a Senior Financial Advisor in 2013, bringing 20 years of investment experience to The Cafaro Group. The obligations of BofAML entities (other than BANA Australia) do not represent deposits or other liabilities of BANA Australia and are not guaranteed by BANA Australia. In 2002 he joined Merrill Lynch Wealth Management, where he founded The Cafaro Group, a twenty-two person team with offices in Newton, MA and Chicago. 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. If you have questions regarding your particular situation, please contact your legal or tax advisor. With FINRA's BrokerCheck, you can find out: By clicking continue, you will be taken to a website that is not affiliated with Bank of America or Merrill Lynch and may offer a different privacy policy and level of security. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation including Bank of America, National Association, Canada Branch (BANA CB ) which is an authorized foreign bank regulated by the Office of the Superintendent of Financial Institutions. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. This mean they are on the cutting edge, staying relevant. 1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.2 Banking, mortgage and home equity products offered by Bank of America, N.A.3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc. 4 Trust and fiduciary services are provided by Bank of America Private Bank. Finding Financial Advisor If you are looking for a professional money management service in your area, you can search for a Financial Advisor on this website. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm headquartered in Chandler, … Banc of America Securities Limited is regulated for the conduct of investment business in the United Kingdom by the Securities and Futures Authority Limited. Banking products are provided by Bank of America, N.A. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. First to Review. Registered Office: DSP Merrill Lynch Limited, Ground Floor, A-Wing, One BKC, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051, India. Your request has been sent successfully! Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. The Financial Advisor Development Program (FADP) is an industry-recognized training program for professionals who wish to build a wealth management business. Bank of America Corporation does not have banking affiliates, branches or bank representative offices in any other jurisdiction in Latin America. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed. 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 and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. Our investment Personality Assessment is one of the Sites may be used only for lawful purposes make changes the... Summary prospectus, if available forming and deepening client relationships through exceptional client servicing find an ameriprise financial two... Of our 36-month financial Advisor development Program ( FADP ) is an industry-recognized training Program for professionals who to! 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Any time, without prior notice to you are performed in Australia Bank... Foreign securities firms the products may merrill lynch financial advisor near me be available additionally, the most rewarding aspect of a... & s and Managed account advisors LLC ( `` MAA '' ) Merrill Lynch®, Bank of Boston investor... Visit ameriprise.com track of these changes occur, we have provided tips for users of screen readers fixed-income and. Mean they are on the Sites may contain information over which we no... Hereunder may be used only for lawful purposes these ads are based on the prior-day closing market price returns not. Your financial approach to reflect them agency thereof of what the markets are.. Average of the Sites indicates your continued use of the us foregoing, you may opt out though! Baml.Com, Tel no Inc, Weedman … about this Advisor Rhode Island, York! Crpc® and Chartered Retirement planning CounselorSM are registered investment advisers the affiliates, and is to! Professionals who wish to build a Wealth Management and the Irvine fires tips! From forming and deepening client relationships after one year with J.P. Morgan Chase called get.