SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Left to right : Our Rhode Island business leaders
COURTNEY MCCARTHY
Managing Director , Market Executive Merrill 401.863.8625
ASHLEY VARNADO
Managing Director , Market Executive Philanthropic Solutions Bank of America Private Bank 980.683.4889
KEVIN TRACY
Senior Vice President , Market Executive Business Banking Bank of America 401.278.5520
PAUL ANGHINETTI
Senior Vice President , Market Executive Bank of America Private Bank 401.278.6641
DONNA DAILEY
Senior Vice President Consumer Experience Retail Banking Bank of America 401.278.8154
PHILIP GUERRA
Senior Vice President , Market Leader Consumer and Small Business Banking Bank of America 401.742.8582
OLIVER BENNETT
Senior Vice President Senior Relationship Manager Global Commercial Banking Bank of America 401.278.5289
BANK OF AMERICA What if your far-reaching aspirations weren ’ t so out of reach ?
Achieving the things that are important to you is what matters most . Our local Rhode Island leaders are here to help you move your financial life forward with the best-in-class solutions Bank of America has to offer . When you tap into the full range of capabilities available from Bank of America Private Bank Wealth Management , Merrill and Consumer & Commercial Banking , there ’ s no challenge too big , and no moment too small .
What would you like the power to do ? ® Our team is ready to help you achieve your goals .
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 .”). MLPF & S is a registered broker-dealer , registered investment adviser , Member SIPC and a wholly owned subsidiary of BofA Corp . Merrill Private Wealth Management is a division of MLPF & S that offers a broad array of personalized wealth management products and services . Both brokerage and investment advisory services ( including financial planning ) are offered by Private Wealth Advisors through MLPF & S . The nature and degree of advice and assistance provided , the fees charged , and client rights and Merrill ’ s obligations will differ among these services . The banking , credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies , including Bank of America , N . A ., Member FDIC , and other affiliated banks . Bank of America Private Bank is a division of Bank of America , N . A ., Member FDIC and a wholly owned subsidiary of BofA Corp . Banking products are provided by Bank of America , N . A ., and affiliated banks , Members FDIC and wholly owned subsidiaries of BofA Corp .
Investment products : Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
© 2023 Bank of America Corporation | MAP5750539 | AD-06-23-0188 | 06 / 2023
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