Brian & Nils work with various groups of clients; Individuals, entrepreneurs, families and corporations in the development and coordination of customized financial strategies. For the individual investor, they focus on investment portfolio construction, retirement/estate planning strategies and insurance coordination. For the business owners or corporations, they provide strategies for short-term cash flow management, lending, and the structuring of retirement plans. With a highly effective business service model, a fundamentally sound investment discipline and unlimited access to a highly dedicated team of specialists within Merrill Lynch Wealth Management and Bank of America, N.A. banking services, the team helps to ensure that clients are covered and comfortable in all aspects of their financial life.
Nils resides in & grew up in Rockville Centre with his wife Meaghan & 3 young children. Nils graduated from South Side High School and has strong roots in the community.