Merrill Lynch Wealth Management | Paul Tallent

About Us

Money is a tool, not the destination. I help individuals and families use that tool with greater clarity, confidence and purpose.

My work goes beyond choosing investments. I help clients coordinate the different pieces of their financial lives, including retirement planning, portfolio management, estate considerations, charitable giving and legacy goals. Every strategy begins with a conversation about what matters most: family, freedom, meaningful experiences and the impact they want to leave behind.

Through Merrill Lynch Wealth Management, I offer personalized guidance supported by the investment resources of Merrill and the banking capabilities of Bank of America. The goal is simple: turn financial complexity into a clear strategy built around the life each client wants to live.