The Gurien Group of Merrill draws on a vast array of knowledge and experience to assist you in meeting the myriad of financial challenges your family will encounter during your lifetime and legacy. Whether planning for life's events or identifying and implementing portfolio strategies, we will help guide you and those you care about to a successful financial future.
Your financial future is made up of numerous components from the birth of a child through estate planning. All of life's events should not be viewed in the vacuum of each, but as a whole working together. In this manner you will always be adequately prepared and able to take advantage of the many changes that occur within your family, the financial markets and the greater world at large.
Utilizing the intellectual capital of Merrill and the award winning BofA Global Research*, we can help you make sense of change and seek to capitalize on it. Our strategic portfolio allocations are designed to help enhance the growth and preservation of your wealth in order to afford you and your loved ones enduring benefits.
Our in depth and sophisticated planning tools will help you view your overall financial situation and allow us to continually illustrate the changes you should make in order to realize your goals and objectives while maximizing investment and taxation efficiencies.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
For most people securing a comfortable retirement is the most important financial challenge ahead of them. For some it's legacy planning, for others it's the worry over a disabled child or planning for college. Regardless of your circumstances, our process begins with a conversation about your goals and aspirations.We then assist you in formulating specific goals and objectives in order to help meet any concerns and fulfill your aspirations. Next we conduct a thorough cost and investment analysis of your current financial situation identifying strengths and weaknesses in order to tailor a recommended plan of action.After the implementation of our strategy, we periodically review your progress and the market to help ensure challenges are accounted for and you are still on the right path to reach your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
