We work closely with our clients to understand your priorities. You are the most important thing in your life. It is not about returns and markets. Let us show you our financial solutions that are tailored to your needs, goals, and aspirations. Every relationship begins with a conversation. We help you prioritize and identify the most important goals. We listen to you to understand your needs and help you to plan your finances. Merrill based his research on behavioral finance to create the Investment Personality Assessment. This assessment helps us to get to know our clients better and refine our investing choices. We can customize your investment strategy together. We help you to access all the resources available from Bank of America and Merrill, based on your investment preferences and personality.