Merrill Lynch Private Wealth Advisor Lisa Ray Premo

Merrill Lynch Private Wealth Advisor Lisa Ray Premo, located at 620 South Tryon Street in Charlotte, North Carolina, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized service and trust, the private wealth advisors at Merrill Private Wealth Management are dedicated to meeting the specialized needs of individuals, families, business owners, and executives.

Founded in 1994 as BCG Private Wealth Management, the institution has served wealthy families exclusively for over twenty-five years. The team of experienced partners and client service associates work within Merrill Private Wealth Management to provide a boutique-like experience with the resources of a global financial institution. By developing personalized strategies based on client goals, BCG Private Wealth Management aims to help clients manage, grow, and preserve their wealth for future generations.

With a commitment to transparency, ethics, and client confidentiality, BCG Private Wealth Management focuses on providing risk-adjusted returns over the long term while remaining vigilant for short-term tactical strategies. The team is dedicated to delivering absolute transparency on investment portfolio costs and believes in investment choices that are free from conflicts of interest.

Merrill Private Wealth Management offers highly personalized one-on-one service, providing clients with access to investment insights and banking solutions from Merrill and Bank of America. The team of knowledgeable private wealth advisors helps clients develop multigenerational wealth strategies and updates these strategies as needed. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals.

For clients of substantial means, Merrill Private Wealth Management provides a powerful and personal experience, focusing on helping clients pursue their current goals while supporting their family members for the future. The team combines the personalized attention of a smaller firm with the insights of a global financial institution to create tailored financial strategies for each client's unique situation.

Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are encouraged to consult their own advisors before making financial decisions. With a focus on goals-based financial strategies, Merrill Private Wealth Management is dedicated to anticipating and meeting clients' evolving financial needs.