We get to know you and your family, your financial situation and what matters most to you. Data feeds used for advisors pages may be delayed; please also refer to over 38 years Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. . Notwithstanding the foregoing, you are not required to indemnify Bank of America or its Affiliates for its own violations of applicable laws. Client acknowledges and agrees that the Sites, and all intellectual property and proprietary rights therein and thereto, anywhere worldwide, including such rights in copyrights, trademarks, service marks, trade dress, patents, patent applications and trade secrets and other proprietary and/or confidential information (collectively, "IP"), are the valuable property of Bank of America and/or its affiliates and licensors. The firm, which is based in San Carlos, Calif., joined LPL's broker-dealer and hybrid registered investment. They are not an offer to enter into, transfer and assign or terminate any transaction, or a commitment by Bank of America or its Affiliates to make such an offer. Death Notices | Downeast Direct Cremation / Obituaries | Death Notices . Managing Director @ Merrill . seconds. These ads are based on your specific account relationships with us. So whether youre planning your retirement, saving to buy a home or fund a childs education, I start by getting to know you and how you feel about the following seven life priorities. Directions Advertisement. 2003 - 1999. Merrill Lynch Wealth Management Advisor Robert Duffy Dunn. We understand that both your life and the financial markets can change over time. Are Not FDIC Insured * May Lose Value * Are Not Bank Guaranteed. You have been idle and will be logged out in CLIENT ACKNOWLEDGES AND AGREES THAT IT WILL BE RESPONSIBLE TO ENSURE THAT ANY ACTIVITY UNDERTAKEN BY CLIENT OR ITS AUTHORIZED PERSONS IN ANY JURISDICTION AND WITH ANY PERSON IN WHOLE OR IN PART ON OR THROUGH THE SITES IS IN COMPLIANCE WITH APPLICABLE LAW. Merrill Lynch eric.stromfeld@ml.com Tempel, Alice Environmental . Bank of America shall assign to each Authorized Person a unique User ID ("User ID") and a corresponding password and/or other access codes (each, an "Access Code") to enable Authorized Persons to access and use such functions within the Sites as Client shall authorize. Prior to taking any such action, Client shall, to the extent reasonably practicable given the then-current circumstances, notify Bank of America in writing thereof and consult with Bank of America regarding the steps to be taken to ensure compliance with Applicable Law. Charles Lawn Cemetery is owned and operated by City of Reading. Any indicative valuations on the Sites are provided for information only. Well meet with you to review your goals and the progress youve made toward reaching them. Client acknowledges and agrees that it will not use, or allow the use of the Sites in contravention of, and will comply with, any applicable laws, rules, regulations or interpretations (collectively, "Applicable Law"). This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. Deposits with BANA CB are not insured with the Canada Deposit Insurance Corporation. While Bank of America and its Affiliates have obtained the information on which these evaluations are based from sources they believe are reliable, Bank of America and its Affiliates make no representations or warranties with respect to any indicative valuations. Your agreement for the use of these Sites is with Bank of America Singapore Limited. I can provide you with advice when you need it, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals. Research Analyst: INH000000503, Stock Broking: INB/INF 011348134, INB/INF 231348138, Merchant Banker: INM000011625, Depository Participant: IN-DP-NSDL-223-2001. Client's conduct may be subject to local, state, national and international laws. You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. This delivery will generally consist of certain Content on the Sites, and certain other documents relating to Bank of America and its Affiliate's business. This electronic provision and delivery will be regarded by you as appropriate delivery pursuant to any delivery requirements under the various statutes and rules, where applicable, of the Securities and Exchange Commission, the National Association of Securities Dealers and any state or other jurisdiction. Client promptly shall notify Bank of America of any actual or threatened infringement or misappropriation of IP, or any portion thereof, of which it becomes aware. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Merrill Financial Advisors in New York, NY 10019 | Merrill FIFTH AVENUE FINANCIAL CENTER Merrill Lynch Wealth Management Branch Office Contact Us Request Appointment 212.415.7400 75 Rockefeller Plz New York, NY 10019 Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PM See More Hours Welcome to the FIFTH AVENUE FINANCIAL CENTER branch. The firm is also rated for Cape Town Convention matters. By using the Sites, Users undertake not to transfer, directly or indirectly, any financial instrument acquired through the Sites to the public in France, other than in compliance with applicable laws and regulation. Neither Bank of America, its Affiliates nor any of their officers, directors, employees, agents, contractors or other suppliers shall be liable in any way, and you agree to indemnify and hold harmless Bank of America, its Affiliates and such persons for (1) any inaccuracy, error, or delay in, or omission of (a) any information on the Sites, or (b) the transmission or delivery of any information on the Sites; (2) any loss or damage arising from or occasioned by (a) any such inaccuracy, error, delay, or omission, (b) non-performance, (c) interruption of use of the Sites due either to any negligent act or omission by Bank of America, its Affiliates, their officers, directors, employees, agents, contractors or other suppliers or to any "force majeure" (i.e., flood, extraordinary weather conditions, earthquake, or other act of God, fire, war, insurrection, riot, labor dispute, accident, action of government, communications, power failure, or equipment or software malfunction) or any other cause beyond the control of the Bank of America, its Affiliates, their officers, directors, employees, agents, contractors or other suppliers. CONTACT Similar Advisors Arthur J. Grizzle CRD# 5685783 Martello Investments, LLC David W. Abbott CRD# 6445258 and financial matters in which the advisor has been involved. Ready to get started? Financial Advisor Performance Manager, Vice President at Merrill Lynch Wealth Management 1w Edited different privacy policy and level of security. "Merrill Lynch" is the trademark that Bank of America Corporation uses in the Republic of Argentina for its capital market, financial advisory and investment businesses, which are conducted by and through Merrill Lynch Argentina S.A.. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you. Wagner joined the Navy's Operations Evaluation Group (OEG) at the Pentagon, working on operations research for naval warfare. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where youd like it to be tomorrow. As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals. MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.Your advisor is a click away within our site or mobile appsYou can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security featuresAccess to your complete financial life is available with My Financial Picture, Merrills asset aggregation tool. We believe they are setting the standard for exemplary client service. Duffy is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. : (91-22) 6632 8000. Neither Bank of America, N.A., nor its Representative Office in Peru, is authorized to carry out in Peru any activities that are reserved by Peruvian law to locally licensed banks. Bank of America and its Affiliates reserve the right to assume the exclusive defense and control of any matter otherwise subject to indemnification by you. Their current role is with Merrill Lynch Pierce Fenner Smith Incorporated and they have previously worked for Goldman Sachs . He made his MLB debut in 2020. If you know of someone who would benefit from a relationship with us, send them an email. That's how many clients advisor Michael Bale allegedly persuaded to transfer accounts from the bank to Merrill Lynch where he now works, according to a JPMorgan lawsuit filed earlier this. The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service. Bank of America N.A., Oficina de Representacion (Colombia), is a representative office in Colombia of Bank of America N.A., supervised by the Superintendencia Financiera de Colombia and authorized to promote in Colombia select products and services that. Michael Duffy (CRD# 1296118) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 38 years of experience in the finance industry. include Bank of America and Vendor copyright and all other proprietary notices in the use of all Licensed Programs; prohibit the sale, relicensing, leasing, rental, lending and transferring of Licensed Programs; prohibit, and take reasonable measures to prevent, the decompiling, disassembly, reverse engineering or modification of Licensed Programs; comply with all export laws in respect of Licensed programs; disclaim any liability on the part of Vendors for damages, liabilities, costs or expenses incurred by Client in the use of License Programs; and. Merrill Lynch, London. -. 2019 Bank of America Corporation. In addition, Bank of America or its Affiliates, their shareholders, directors, officers and/or employees, may from time to time have long or short positions in such securities or in options, futures or other derivative instruments based thereon. Any disclaimers, restrictions, disclosure or hedge clauses apply to any partial document or material in the same manner as they do to the whole, and will be deemed incorporated in the portion of any material or document that you consult or download. We will work to help you stay on track, regardless of what the markets are doing. My wealth management approach is about using wealth to help turn goals into reality. Michael Simmons (London, UK) is currently Head of Business . Banc of America Securities Limited is regulated for the conduct of investment business in the United Kingdom by the Securities and Futures Authority Limited. 98-880 dated 1st October, 1998. - If a broker or brokerage firm is registered- What has been disclosed to regulators- About a broker's past experience- What a broker or brokerage firm is qualified to do. Your request has been sent successfully! Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Bitz became Patrick Strauss' brokerage client at Merrill Lynch and maintained his account with Strauss when Strauss moved to Morgan Stanley and to Deutsche Bank Alex Brown. Bank of America Mexico, S.A., Institucin de Banca Mltiple is a banking affiliate in Mexico of Bank of America Corporation. Get competitive proposals from Michael Duffy and other advisors. Preparing Michael profile View Michael's Email (It's Free) 5 free lookups per month. Thomas Duffy - $33,176 in Political Contributions for 2004 Thomas Duffy - $33,176 in Political Contributions for 2004, Campaign Finance, Money, American politics, American political campaign contributions, presidential campaign contributions See $$$ From Your Zip Code $10,618,476,973 in Contributions for 2020 Election Home Money Search Wealthminder was built to make the process much easier. Welcome to Merrill Lynch in Clayton, MO. Compliance officer - Jinendra Shah, Email: jinendra.shah@baml.com, Tel No. back, with Merrill We're here with the experience, insight and personalized guidance to help you navigate today's markets Get started Market Briefs Latest insights on inflation, Interest rates, volatility and your investments from our Chief Investment Office. Merrill Personal Wealth Analysis can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve. Bank of America N.A. 2009. At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. Merrill Lynch Wealth Management Branch Office Contact Us Request Appointment 202.659.7222 1152 15th Street Nw Suite 6000 Washington, DC 20005 Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PM See More Hours Welcome to the WASHINGTON, DC-WK branch. 11522 of July 1, 1998. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. You agree to notify Bank of America or the applicable Affiliate in the event that you no longer desire to receive content through this delivery procedure and will allow a reasonable amount of time to permit proper delivery to you through other means. Michael Duffy (CRD# 1296118) is an Investment Advisor Representative working at Wealthminder then sends your request to our network of This information may be used to deliver advertising on our Sites and offline (for example, by email) that's customized to meet specific interests you may have. Location. Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue whats most important to you. Bank of America DOES NOT REPRESENT, WARRANT OR GUARANTEE THAT THE SITES WILL BE FREE FROM ERRORS OR WILL BE AVAILABLE. prescreened financial advisors. If you have questions regarding your particular situation, please contact your legal or tax advisor. Individuals and Families, Health: Managing healthcare expenses, now and in the future, Home: Upsizing, downsizing, remodeling or buying a vacation home, Family: Taking care of your family and other people in your life, Leisure: Spending your free time in meaningful ways, Giving: Volunteering, mentoring others and giving to charities, Work: Working in retirement, selling or starting a business, Finance: Bringing it all together and defining your financial goals, If a broker or brokerage firm is registered, What a broker or brokerage firm is qualified to do. Securities, corporate advisory and capital markets services are performed in Australia by Merrill Lynch Markets (Australia) Pty. My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Client agrees that it shall not bring a suit or claim against Bank of America or its Affiliates arising from or based on your purchase or use of products or services through those other sites. I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. The model uses industry. Bank of America, its Affiliates and their respective employees, contractors, agents and various contributors to the Sites have no duty to correct or update any inaccurate or out-of-date information on the Sites. May Lose Value. Experience Bank of America Merrill Lynch 7 years 10 months Equity Derivatives Sales VP Jan 2017 - Present6 years 4 months London, United Kingdom Analyst Jul 2015 - Jan 20171 year 7 months. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America, ITS AFFILIATES AND SUCH PERSONS SHALL NOT BE LIABLE TO YOU FOR ANY LOSS, COST, DAMAGE OR OTHER INJURY, WHETHER IN CONTRACT, TORT, NEGLIGENCE OR OTHERWISE, ARISING OUT OF OR CAUSED IN WHOLE OR IN PART BY (I) CLIENT'S USE OF OR RELIANCE ON THE SITES, OR (II) Bank of America's PERFORMANCE OF ITS OBLIGATIONS UNDER OR IN CONNECTION WITH THESE TERMS AND CONDITIONS. Client agrees that it and any of its Authorized Persons shall comply with this Agreement, applicable laws, rules, regulations, ordinances and other similar national and international requirements of the country, state and province in which you are accessing and using the Sites. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp are registered as futures commission merchants with the CFTC and are members of the NFA. Some or all of the products may not be available in certain jurisdictions and are subject to change without notice. Certain information from Client's account(s) at Bank of America or its Affiliates is accessible on the Sites and can be downloaded by Client ("Account Information"). Ian McDade Barron's "Top 1,200 Financial Advisors: State-by-State" 2021 I am driven by my passion for delivering excellent service and helping clients pursue their goals. and well try to help! In addition, all research, analysis and similar market information from non-affiliated third parties provided represent the views and opinions solely of the author or the indicated source. You can click the 'Return to Website" button now to return to the previous page, or you can close the new Securities or other instruments on these Sites are only offered to professional market parties. Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation. Client is not relying on any communication (written or oral) of Bank of America or its Affiliates as investment advice or as a recommendation to enter into a Transaction; it being understood that information and explanations related to the terms and conditions of a Transaction shall not be considered investment advice or a recommendation to enter into that Transaction. As part of the Strategic Wealth Advisory Group, he will advise clients throughout the Southeast with . or monitor content, availability, viewpoints, products or services that are offered or expressed on other michael duffy merrill lynch. Client accepts the right and license granted herein to access and use the Sites solely in accordance with this Agreement and any rules or restrictions or procedures published by Bank of America on the Sites from time to time. window after you leave. If you wish to obtain further details about any information contained through the Sites, there are several areas on the Sites that will provide you with contact information. 1Bank of America Merrill Lynch Banco Mltiplo S.A. e Merrill Lynch S.A. Corretora de Ttulos e Valores Mobilirios. Thank you. This entity does not conduct any activities subject to banking license, such as capturing deposits from the public. Our select files have particularly good coverage of regional schools, businesses and . Client further agrees that it shall not contest the legally binding nature, validity or enforceability of any transaction, document or confirmation based on the fact that it has been executed by "clicking" on the designated spaces and expressly waives any and all rights it may have to assert such claim. Michael Duffy Wealth Strategist Merrill Recognition Merrill is proud of our advisors who've received recognition from financial industry publications or directly from Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated, which is a registered broker-dealer and member of SIPC, and in other jurisdictions, locally registered entities. Neither Bank of America, N.A., nor its Representative Office in Colombia, is authorized to carry out in Colombia any activities that are reserved by Colombian law to locally licensed banks. . Your life and goals change. Entries Plus (FREE) PPs & Selections. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured. Unless specifically identified as an offer to sell or a solicitation of any offer to buy, under no circumstances should any information on the Sites be used as or considered to be an offer to sell or a solicitation of any offer to buy the securities or any other instruments of Bank of America or any other issuer. Olivia Sedlacek. The Florida State Parks Foundation thanks valued supporter Steve Kowkabany for his generous $25,000 gift to the Plant a Pine initiative. We take no responsibility for the content, accuracy, content, completeness, timeliness, current value or any aspect of the information on these sites and disclaim any liability to Client for it or for any consequence of your decision to use the links provided or your use of such information. YOU ACKNOWLEDGE THAT NEITHER Bank of America, ITS AFFILIATES NOR THEIR OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, CONTRACTORS OR OTHER SUPPLIERS MAKES ANY WARRANTIES OR GUARANTEES WITH RESPECT TO THE SITES, INCLUDING WITHOUT LIMITATION, WARRANTIES REGARDING THE ACCURACY OR COMPLETENESS OF ANY CONTENT, OR WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT OF INTELLECTUAL PROPERTY, TITLE OR FITNESS FOR A PARTICULAR PURPOSE. We promise to keep your information safe and secure. Further, Client has not received from Bank of America or its Affiliates any assurance or guarantee as to the expected results of a Transaction. Upon becoming aware of, or if Client suspects, a technical failure or any improper access to or use of the Sites or Access Codes by any Authorized Person or other person, Client shall promptly notify Bank of America of such occurrence, and shall, as promptly as practicable, to the extent any improper access or use is by an Authorized Person, take immediate actions to terminate such Authorized Person's access to and use of the Sites. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation ("BAC"). Financial Advisor Performance Manager, Vice President at Merrill Lynch Wealth Management 1w If you prefer that we do not use this information, you may opt out of online behavioral advertising. Sasmita Praharaj's Experience visualized. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Are Not Bank Guaranteed. Client agrees to provide Bank of America with all information, cooperation and assistance, documents and data as shall reasonably be requested by Bank of America in order to enable Bank of America to comply with any and all Applicable Law. We strive to provide you with information about products and services you might find interesting and useful. Access to the Sites is by invitation only to professional investors. Indicative valuations may vary significantly from indicative valuations available from other sources.