Senior Financial Advisor, First Vice President
CurrentAlong with my team, I provide customized wealth management and investment portfolios for executives, business owners, and high net worth families. We provide access to a full suite of services at Merrill Lynch Wealth Management & the banking convenience of Bank of America, N.A., including: - Comprehensive wealth management - Investment management - Generational wealth transfer planning - Concentrated stock strategies, including 10b51 sales, 144 reporting, hedging, monetization, and diversification strategies - Trust and estate planning services - Lending through Bank of America, N.A. - Philanthropic services including Foundation Advisory Service, donor advised funds, and charitable planning - Cash management including checking, savings, and credit cards through Merrill and Bank of America, N.A. 831-625-7043 alexander.duddy@ml.com fa.ml.com/kbmdgroup *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.