Merrill Lynch - Total Merrill - Pursuing My Dreams
SUCCESS STORIES: Meet Clients Who Achieved Life Goals with the Help of Their Merrill Lynch Financial Advisor

No Mortgage Needed

The Scholls' dream home is a high-tech paradise, incorporating such 21st century amenities as a picture window in the master bath that converts glass from clear to frosted at the flip of a switch, and retractable walls of windows to let the outdoors in. It's made all the more perfect by its setting, nestled into a rise above the sea on the south side of Maui, Hawaii.

When these tech entrepreneurs with a conservative investing bent were ready to build a home that would reflect their personalities and interests, they turned to their Merrill Lynch Financial Advisor, who worked closely with architects and contractors, anticipating needs and making sure that the couple could leverage their assets to have cash on hand when needed, without penalties. "There were times when I had the opportunity to get a good deal on materials if I acted quickly," recalls Rich Scholl. "Merrill Lynch was able to get me the money I needed within 24 hours."

Photograph of Brenda and Rich Scholl
Thumbnail of Patti Nowak Turner

Lawyer turned restaurateur Patti Nowak Turner's Financial Advisor helped her find the money to grow her business without depleting her investments.
Taking a Permanent Sabbatical to Work for Good

With a Merrill Lynch Financial Advisor watching over his portfolio, this client was able to quit his job and pursue his passion — international volunteer work — full time.
Educating Gifted Children

Before he could retire, this parent needed to free up cash so that he'd be able to cover singing and music lessons for his talented sons.