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. 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. . Ready to get started? Work. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. 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 and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. Actual prices can be obtained only on a real-time, expressly agreed-upon basis. 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"). its likely that they are either exclusively a broker or are unlicensed - please The attorney was graduated from UNIVERSITY OF VIRGINIA. The Sites may be used only for lawful purposes. 15+ years. Affiliates of Bank of America may make a market or deal as principal in the securities mentioned in these Sites or in options based thereon. Bank of America DOES NOT REPRESENT, WARRANT OR GUARANTEE THAT THE SITES WILL BE FREE FROM ERRORS OR WILL BE AVAILABLE. Wealthminder was built to make the process much easier. Charles Lawn Cemetery is owned and operated by City of Reading. Their current role is with Merrill Lynch Pierce Fenner Smith Incorporated. 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. Michael Duffy and his firm, Happiness Wealth Management, have joined LPL Financial. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Get Details on the FINRA Advisor Check site, A percentage of assets under your management, Fixed fees (other than subscription fees), Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles (other than investment companies), Portfolio management for businesses (other than small businesses) or institutional clients, Selection of other advisers (including private fund managers). Well also discuss any adjustments needed to your financial approach to help you stay on course. alter, decompile or reverse engineer any software component of the Sites. Client shall (i) maintain, (ii) take appropriate steps to ensure that its officers and employees maintain, and (iii) inform all Authorized Persons of Client's obligation to maintain, the confidentiality of User IDs and Access Codes and the security of the Sites. We believe they are setting the standard for exemplary client service. Such estimates do not necessarily reflect Bank of America's or its Affiliates' internal bookkeeping or theoretical model-based valuations. or call us now at 1-888-467-5419 About this Advisor Michael Duffy is a financial advisor operating in Atlanta, Georgia, who has been in the financial industry for 15 years. Jim Collins (born 1965), MacArthur genius, bioengineer and inventor. Focus On Michael E Duffy999 Waterside DriveSuite 1100Norfolk, VA23510-3306. 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. Further, Client has not received from Bank of America or its Affiliates any assurance or guarantee as to the expected results of a Transaction. FURTHERMORE, Bank of America WILL NOT BE LIABLE FOR ANY DELAY, DIFFICULTY IN USE, INACCURACY OF INFORMATION, COMPUTER VIRUSES, MALICIOUS CODE OR OTHER DEFECT IN THE SITES, OR FOR THE INCOMPATIBILITY BETWEEN THE SITES AND FILES AND THE USER'S BROWSER OR OTHER SITES ACCESSING PROGRAM. provides outside of Peru. Financial Advisors are obligated to disclose any events that may influence their professional conduct Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance . prescreened financial advisors. THE FOLLOWING LIMITATIONS OF LIABILITY IN THIS SECTION SHALL NOT APPLY TO VIOLATIONS OF LAWS RELATING TO THE OFFER AND SALE OF SECURITIES. Duffy, Michael Director of Energy Greener by Design mduffy@gbdtoday.com Gambacorto, Gina Environmental Specialist 1 NJ Department of Environmental Protection Gina.Gambacorto@dep.nj.gov Halady, Michael National Sustainability Manager SBM Site Services, Inc mhalady@sbmcorp.com . I'm happy to share that I'm starting a new position as Merrill Financial Solutions Advisor (MFSA) at Bank of America Merrill Lynch! 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. Securities, strategic advisory and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation including in Canada by Merrill Lynch Canada Inc. which is a registered broker-dealer regulated by the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF). 999 Waterside DriveSuite 1100Norfolk,VA23510-3306. of experience in the finance industry. He worked there until 1956, with a one-year leave of absence for postdoctoral research on free algebras at MIT. Charles St. Reading, MA 01867. Your agreement for the use of this Site is with the Hong Kong branch of Bank of America, N.A. : (91-22) 6632 8000. Trust, fiduciary and investment management services are provided by Bank of America, N.A. IN NO EVENT WILL Bank of America, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, CONTRACTORS OR OTHER SUPPLIERS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY PUNITIVE, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR SIMILAR DAMAGES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. OurInvestment Personality Assessmentis one of the ways to help us get to know you - to understand your goals and priorities. Your eligibility for particular products and services is subject to final determination and acceptance by Bank of America or its Affiliates. Race 1 - POST Time - 2:30 PM ET. Client's conduct may be subject to local, state, national and international laws. For specific investor grievances, if any, email IDs are brokingindia@ml.com, dpindia@ml.com, dg.india_merchantbanking@baml.com. Michael Duffy is on the team of advisors at Merrill Lynch Pierce Fenner Smith Incorporated in Atlanta, GA. Michael Duffy has been working for 16 years. Mercer was most recently the market executive in St. Louis. Bank Of America Merrill Lynch Sr Business Analyst. 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. 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. 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 and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and members of SIPC, and, in other jurisdictions, by locally registered entities. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. There is always the potential of losing money when you invest in securities. No credit card required. 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. provides outside of Colombia. Well meet with you to review your goals and the progress youve made toward reaching them. 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"). Oct 11 (Reuters) - Bank of America's Merrill Lynch hired Michael Duffy as a director and wealth strategist, to be based in Atlanta. The registered office location is at 1211 SW 5th Ave Ste 2400, Portland, OR 97204-3724, with contact phone number (503) 221-4657. Michael R. Sullivan, CRPC, CFP Senior Vice President Wealth Management Advisor 203.356.8626 Edward Iannone, CFP, CFA Vice President 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. Persons using the Sites are required to inform themselves about and observe any legal restrictions on the use of the Sites and any restrictions set forth in the Sites. Sasmita Praharaj's Experience visualized. Services hereunder may be provided by Banc of America Securities, Limited, as agent or otherwise. Some or all of the products may not be available in certain jurisdictions and are subject to change without notice. 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. These questions will help us provide you with additional insights and resources. Except for offering memoranda, Bank of America and its Affiliates disclaim any liability to Client for this information or for any consequence of your decision to use it. Your purchase of products or services through one of those other sites is subject to agreements and/or the terms and conditions in effect between Client and the providers of products and services at those other sites. Links to non-Bank of America sites do not imply any endorsement of or responsibility for the opinions, ideas, products, information or services offered at such sites, or any representation regarding the content at such sites. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. 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. Last Name. The Florida State Parks Foundation thanks valued supporter Steve Kowkabany for his generous $25,000 gift to the Plant a Pine initiative. 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. BANA CB shall not impose undue pressure on, or coerce, a person to obtain a product or service from a particular person, including bank and any of its affiliates, as a condition for obtaining another product or service from BANA CB. One or more directors, officers and/or employees of Bank of America or its Affiliates may be a director of the issuer of the securities mentioned at these Sites. window after you leave. This material does not take into account a clients particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 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. different privacy policy and level of security. You are leaving Merrill Lynch's website and being redirected to FINRA'S BrokerCheck. Client understands and agrees that Bank of America may report such information to regulatory authorities to the extent necessary, in its reasonable discretion, to comply with Applicable Law. 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. 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. 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. Watch this video to see some questions we can address together. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed. We understand that both your life and the financial markets can change over time. 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. William E. Corbin (1869-1951), inventor of paper towels. 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. contact us A&L Goodbody LLP > The Legal 500 Rankings Ireland > Asset finance Tier 1 A&L Goodbody LLP has a fast-evolving asset finance practice, landing a growing number of engagements from private equity houses and Chinese businesses, including Chinese lessors; the firm has worked especially hard to deepen its links with the Chinese market. February 1, 2023 Ben Mattlin. 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. These credit lines give corporations access to a specified amount of cash for short-term funding needs. By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Client agrees that any trade confirmation, account statement or other document delivered through the Sites by "clicking" on the designated spaces in or relating to such document shall be deemed to be "in writing" and to have been "signed" and delivered for all purposes by Client. You can click the 'Return to Website" button now to return to the previous page, or you can close the new Preparing to pass your wealth to future generations? 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. In 2006, issuance of mortgage and asset-backed C.D.O.'s totaled $316 billion, versus $40 billion backed by corporate bonds. You agree to receive certain documents and information provided by Bank of America and its Affiliates through the Sites and/or through email provided to you via the Sites. 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. By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. 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. 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 agrees that it will not, and will not authorize or permit any person ("Authorized Person") under its control, under any circumstance to: All cost and expense of equipment, operating platforms, and software necessary to access and use the Sites, and the maintenance thereof shall be the sole responsibility of Client. Also, since the trades have not actually been executed, the results may have under or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Compliance officer - Jinendra Shah, Email: jinendra.shah@baml.com, Tel No. Bank of America N.A. 11522 of July 1, 1998. Past performance does not guarantee future results. Sidney Darlington (1906-1997), electrical engineer and inventor of the Darlington transistor. GPS: 42.536058, -71.097188. 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. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation ("BAC"). Thank you. 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 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. Thank you! Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. 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. Entries Plus (FREE) PPs & Selections. 1Bank of America Merrill Lynch Banco Mltiplo S.A. e Merrill Lynch S.A. Corretora de Ttulos e Valores Mobilirios. sell, lease, transfer, recirculate, republish, redistribute, make available or otherwise provide access to the Sites, or any portion thereof or data thereon, to any person other than its Authorized Persons, including through oral, written, or electronic means whether as a demonstration or otherwise; photocopy, download or otherwise reproduce in any medium any portion of the Sites, except that Client may download into Client's internal computer system, or print a hard copy of, content on the Sites, in whole or in part, provided that, in each case, all copyright and other proprietary notices are retained and complied with; or. Access to the Sites is by invitation only to institutional investors. 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. Hypothetical or simulated performance results have inherent limitations. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (BofA Corp.). Tel. 2019 Bank of America Corporation. Get Michael Duffy's email address (m*****@gmail.com) and phone number at RocketReach. Duffy et al. : Bank of America provides the following banking products in India: working capital and term loans, structured finance, export finance, global cash management, trade products, foreign exchange services and currency solutions. College on the horizon? Notwithstanding the foregoing, you are not required to indemnify Bank of America or its Affiliates for its own violations of applicable laws. For more information about these services and their differences, speak with your Merrill financial advisor. Client acknowledges and agrees that Client and/or its Authorized Persons may access the Sites through the World Wide Web or other Internet service which is not necessarily secure, and Bank of America does not warrant that such system is secure. 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. Are Not FDIC Insured * May Lose Value * Are Not Bank Guaranteed. My wealth management approach is about using wealth to help turn goals into reality. Michael works with ultra-high net worth clients and their advisors. Michael Duffy is a director in the Atlanta office of Merrill Lynch and runs the firm's Strategic Wealth Advisory Group. 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. Access to the Sites is by invitation only to professional investors as defined in article 31 of CONSOB regulation no. Together, I can help customize your investment approach. Their current role is with Merrill Lynch Pierce Fenner Smith Incorporated and they have previously worked for Goldman Sachs . Client agrees to be bound by all communications (and the consequences thereof) placed on, executed through or facilitated by the Sites that are accompanied by a valid User ID and a valid Access Code assigned to Client or an Authorized Person. Bank of America N.A. You can click the "Return to Merrill; button now to return to the previous page, or you can close the new window after you leave. Michael Duffy has been working for 41 years. I follow the deep-seated Merrill tradition of participating in the communities we serve.
Joe Namath Restaurant Jupiter Menu,
Rick Stanton Cave Diver Married,
Wireless Bluetooth Power Amplifier System,
Articles M
