Merrill Lynch was founded with the goal of delivering the vast resources of one of the world's most prestigious wealth management firms with all of the intimacy and personal service of a boutique. By taking a more holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives. My group consists of experienced professionals who take a "hands on" approach to financial guidance. Not only are my team members extremely knowledgeable, but they truly care about helping each client achieve financial stability and independence. We do everything in our power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach in realizing their dreams. Eric S. Trimble Vice President Senior Financial Advisor Eric joined Merrill Lynch in November of 2008. With over 20 years of experience in the financial services industry, he works closely with affluent families, high net worth individuals, and closely-held businesses. Through personal consultations, Eric works with each client to set quantifiable goals, and helps prioritize their needs. He then develops and implements a customized strategy using a wide variety of financial instruments. Eric partners with each client's tax advisor and estate planning attorneys to help insure the client's financial life is in order Eric received a Bachelor of Arts Degree in Business Administration from Lafayette College and is a member of the Investment Management Consultants Association. He is actively involved in his community organizing fundraisers for Hearing Loss Association of America. Kaleena Hale Registered Resident Director Assistant 