He wants his clients to feel comfortable with their decisions and helps answers their questions to make sure they are confident in the strategy presented.Īs Vice President, Senior Financial Advisor, Wade is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Wade considers himself a people person, and it is important to him to learn about his clients, their children, and their grandchildren. His approach is to understand clients’ goals and help guide decisions without emotions while staying disciplined to achieve the goals. Over time, Wade meets with clients to track progress to their goals and makes adjustments to the strategy, as needed. From there, he works with clients to develop a customized strategy to connect their personal, professional, or business goals. He starts by carefully listening to clients to understand their unique concerns, priorities, risk tolerance, time horizon, liquidity needs, and goals. Wade’s wealth management strategy places the investor at the center of the focus, not the market. His advice and strategies are guided by an interest in client’s goals and priorities, and his success is measured by his client’s success. Wade enjoys helping clients through a variety of financial decisions that occur in their lives. His focus is on developing strategies and providing investment guidance for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Understanding his client’s personal goals, Wade works to develop a customized financial strategy designed to help clients pursue what is most important to them. Wade Myatt has been in the financial services industry since 1997 and joined Merrill Lynch Wealth Management in 2012. If you have questions regarding your particular situation, please contact your legal or tax advisor. 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. Finance: Bringing it all together and defining your financial goals.Work: Working in retirement, selling or starting a business.Giving: Volunteering, mentoring others and giving to charities.
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Family: Taking care of your family and other people in your life.Home: Upsizing, downsizing, remodeling or buying a vacation home.Health: Managing healthcare expenses, now and in the future.So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities. We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Focus On Individuals, Families and Small Businesses
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