My team at Merrill Lynch Wealth Management works with individuals and families offering a Goals-Based Wealth Management approach that puts them, rather than the market, at the center of the wealth management process. We begin every relationship with a conversation, helping you to identify and prioritize which goals matter most to you. Whether that's transferring wealth to the next generation, customizing financial strategies that help you pursue your passions, or simply providing advice and guidance to help you stay informed, we start by listening to learn more about you. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER and CFP in the U.S.