7/3/2023 0 Comments Vmt wealth management![]() Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). For more information about these services and their differences, speak with your Merrill financial advisor. It is important to understand the differences, particularly when determining which service or services to select. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. This material does not take into account a client’s 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. ![]() Additional information is available in our Client Relationship Summary. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. You should consult your legal and/or tax advisors before making any financial decisions Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. Past performance does not guarantee future results. There is always the potential of losing money when you invest in securities. Please reach out to Danielle Masin & Chris Cantu at with any questions. ![]() Join us for an informational session to learn more! Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.Īs a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. ![]() Our talented people are how we can reach for excellence every day – as an organisation, and for the people we serve.” – Rezworth Burchenson, CEO VM Wealth.Ī prime subsidiary of VMIL and member of the VM Financial Group, VM Wealth stands on over 140 years of strong, prudent, and dependable financial management services, with an outstanding reputation for excellence in providing Jamaicans and Caribbean nationals throughout the globe with sound financial solutions.If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. “I believe excellence should be our minimum standard, so, it’s what VM Wealth Management aims to achieve. We deliver smart solutions, unlock maximum value and propel growth for every client – individuals and organisations. Our expert and caring wealth managers are committed to transforming lives – whether this means a better future for your family, a thriving business, a retirement that is rich with experience, or a lasting legacy. We’re a premier provider of wealth management services, security trading and sales, investment advisory services and corporate solutions. ![]()
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