Merrill Lynch Private Wealth Advisor Theresa B Ward

Broughton Ward is a distinguished Private Wealth Management and Institutional Consulting team, operating under the umbrella of Merrill Private Wealth Management, a division of Bank of America. Headquartered in Minneapolis, Minnesota, this 17-member team specializes in providing comprehensive financial planning, portfolio management, and strategic financial coordination for high-net-worth individuals and large institutional clients across the United States. With over 200 years of combined experience within Merrill, the team prides itself on building enduring relationships, some of which span over five decades.

Beyond their core wealth management services, Broughton Ward facilitates access to private banking and lending solutions directly from Bank of America. This integrated approach allows them to address a wide spectrum of their clients' financial needs, from sophisticated investment strategies to customized lending for both residential and commercial properties. Their deep understanding of complex financial landscapes positions them as a valuable resource for discerning clients seeking tailored financial guidance.

Broughton Ward is recognized for its excellence in the wealth management industry, having received accolades such as top rankings on Forbes' "Best-in-State Wealth Management Teams" and "America's Top Wealth Management Teams High Net Worth" lists. Their commitment to personalized service and leveraging the extensive resources of a global institution like Bank of America underscores their mission to make wealth management and financial coordination understandable and gratifying for their elite clientele.