ANNOUNCING A NEW OFFICE, MORE THAN A CENTURY IN THE MAKING. For over 100 years, putting clients’ needs first has been part of Merrill Lynch’s rich history and culture. Our Private Banking and Investment Group is now here in Bellevue to deliver a powerful and dedicated wealth management experience aligned with your unique values and goals. Let the members of our newest team help you pursue what’s most important to you.
James B. Ferguson Private Wealth Manager Managing Director – Wealth Management International Private Wealth Advisor jim.b.ferguson@ml.com
Alan Lubner CFP ®, CIMA®
Traci L. Bumpus
Private Wealth Manager
Vice President
Managing Director – Wealth Management
International Private Wealth Advisor
International Private Wealth Advisor
traci.bumpus@ml.com
Private Wealth Manager
Edward Lee CPWA® PMD Team Private Wealth Manager – Business Development ed.a.lee@ml.com
alan.lubner@ml.com
800 Bellevue Way N.E., Suite 350, Bellevue, Washington 98004 Call us in Bellevue at 425.990.2171 or visit us online at pbig.ml.com.
Life’s better when we’re connected®
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, registered investment adviser and Member SIPC, and other subsidiaries of Bank of America Corporation. The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Investment products:
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
The Bull Symbol, Life’s better when we’re connected and Merrill Lynch are trademarks of Bank of America Corporation. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, and CPWA® and Certified Private Wealth Advisor®. Use of CIMA® or Certified Investment Management Analyst® and/or CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. © 2017 Bank of America Corporation. All rights reserved. | ARKXNP6K | AD-12-16-0464 | 01/2017