Sports & Entertainment Professionals

WEALTH MANAGEMENT FOR

You've worked hard to get where you are. Merrill can help you manage your financial life and the unique opportunities that come with it. Let's start a conversation.

Our Approach

 

 

“Sports and entertainment professionals often face unique financial challenges — from sudden wealth, to uneven or multiple income streams, to unknown career spans. We understand those challenges.”
— Greg McGauley, Head of Merrill Private Wealth Management, International and Institutional

Life can get complicated when you work in the sports and entertainment industry.  We can help you simplify things.

Our knowledgeable Sports & Entertainment Advisors can help support your financial life and livelihoods by drawing on the broad investing resources of Merrill and providing access to the banking capabilities of Bank of America.  Working with our team can allow you to focus on what you do best and enjoy the rewards of your hard work.

Let us help you:

  • Create an investment strategy that is personalized for you
  • Address large and/or inconsistent income streams
  • Implement strategies to help minimize your taxes
  • Gain access, through Bank of America, to resources that support your borrowing needs
  • Plan for a fulfilling retirement
  • Give back to your loved ones and your community
  • Preserve your income and assets

 

 

 

 

Let's talk. For more information or to connect with a Sports & Entertainment Advisor, please contact us at merrillsportsentertainment@ml.com

Services

Everyday cash management

We can help with planning for your income and cash flow needs, including expense management and budgeting.

Income and asset preservation

Thoughtful planning and insurance solutions that can help protect the things you care most about —your family, business and assets.

Banking benefits from Bank of America

Access fully integrated banking —meaning that your savings, checking and credit cards work together. Plus, receive preferred rates on money market and savings accounts.

Tax minimization strategies

We can work closely with your tax and legal professionals to offer tax minimization strategies to help address complex tax issues.

Access to lending solutions from Bank of America

Realize borrowing power to fund your needs, from buying a vacation home to funding unexpected opportunities. (i.e., home financing, home equity line of credit, securities-based lending, customized lending, custom mortgages).

Estate planning services and philanthropy

Our Private Wealth Services group will work with you to determine the legacy you want to create for yourself, your family and chosen causes.

Retirement planning

We’ll help you plan for the retirement you want by evaluating your situation, priorities and goals, and creating a personalized retirement income strategy.

How we can help
Connect with a Sports & Entertainment Advisor

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In recognition of the unique financial circumstances that sports professionals face, Merrill recently created a first-of-its-kind professional Sports & Entertainment Accredited Wealth Management AdvisorSM (SE-AWMASM) designation, launched in partnership with the College for Financial Planning, a Kaplan Company. Not all financial advisors who hold the additional title of Sports & Entertainment Advisor in Merrill's Program hold the SE-AWMASM designation.

 

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

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. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. 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. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

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 the 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. Investments involve risk, including the possible loss of principal investment.

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.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

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.

Investment, insurance and annuity products:

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