Financial Advisor
CurrentMy team provides access to the various services offered at Merrill & the banking convenience of Bank of America which include: - Individualized Equity and Fixed Income strategies - Small Business Cash Management and Merchant Services - Private Equity and Alternative Investments - Practice Management Solutions through Bank of America, N.A - Lending through Bank of America, N.A. (personal and business) - Securities-Based Lending - Trust Administration through Bank of America Private Bank - Stock Option Analysis - Concentrated Stock Strategies - Charitable Planning and Giving *Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. *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. Bank of America Private Bank is a division of Bank of America, N.A.
