SUCCESS STORIES: Meet Clients Who Achieved Life Goals with the Help of Their Merrill Lynch Financial Advisor

Caring for Family

Couple seeks ways of caring for mother with Alzheimer's and a son with irreversible disabilities.

When a family is required to provide constant, long-term care for a loved one with special needs, the costs can be significant — and the need for a sound financial strategy crucial. Sylvia and Mark Eastwold explain how their Merrill Lynch Financial Advisors, Wayne Gregory and Don Cavanaugh, helped them assure that their disabled son Jonathan, now in his early 20s and who will require lifelong care, will always have the support he needs. 

Meeting the Future Needs of an Autistic Child

Worried about who would care for their autistic son after they were gone, Heidi and Tal Kaufmann turned to their Merrill Lynch Financial Advisor for help in crafting special financial solutions to secure his future.
Supporting a Son’s Pursuit of Athletic Excellence

Turning to a Merrill Lynch Financial Advisor for advice on diversifying his holdings, this doctor can comfortably support his son's international athletic ambitions
All About The Kids

Retired Pittsburgh Steeler Jeff Hartings and his wife, Rebecca, created their own
foundation to protect underprivileged children.