
Merrill Lynch Global Private Client Group is the world’s premier provider of
wealth management services, providing investment, insurance, banking and
retirement services for individuals and businesses. The Total Merrillsm
philosophy is the organizing principle for a totally integrated approach to
managing wealth and delivers an unmatched breadth of products. These include
comprehensive financial planning services (tax minimization strategies),
wealth management services (institutional and alternative investment
strategies), trust & estate planning services (private banking & investment
group), business financial services (cash management & private sales
referral network), credit & lending, retirement and tracking process.
The Lewis, Ryan, Eaton, Diune Group at Merrill Lynch is a private wealth
management group that specializes in counseling high net worth individuals,
entrepreneurs, public company executives, corporate officers, venture
capitalists, investors and philanthropists on their investments, businesses
activities, estate planning, and charitable endeavors. The Group helps
clients develop a financial road map and then implement sophisticated
investment strategies that are consistent with their investment objectives.
The Merrill Lynch open architecture model provides a platform of outstanding
“best of breed” investment managers and also offers exclusive access to
alternative investments such as private equity, managed futures, and hedge
funds. The Group also specializes in equity derivative strategies for
corporate executives in managing their concentrated stock positions and
utilizing exchange funds for their diversification and tax deferral
strategies.
William C. Eaton
Assistant Vice President
The Lewis, Ryan, Eaton Group
125 High Street
High Street Tower, 19th Floor
Boston, MA 02110
Phone: 617-946-4317
Email: william_eatone@ml.com