Merril Wealth Management announced the launch of its Ultra-High-Net-Worth Advisory Group, a team of over 25 specialists led by Rob Romano, Head of Capital Markets Investor Solutions. The group is dedicated to creating comprehensive wealth and investment solutions for UHNW clients. It will also assist advisors in drafting personalized portfolios, including custom asset allocation, multi-asset portfolio construction, and traditional and alternative investment manager selection according to the firm.
In addition to providing bespoke investment solutions, the team will serve as a point of contact for advisors, assisting them in tapping into the full range of Bank of America services stated by the firm. These services include custom lending, trust and estate services through Bank of American Private Bank, philanthropy, art services and family office solutions.
“The establishment of a dedicated group to better support ultra-high-net-worth client engagement is the latest example of how we are supporting our advisors as they serve clients and grow their businesses,” said Brian Patridge, Head of Investment Solutions Group Specialist.
