Bernie Develle

About Bernie Develle

Health care in retirement, wealth transfer, trusts, insurance, charitable giving, estate planning services, business succession- these are just a few topics of concern that I have found to go unaddressed within financial plans. Navigating the regulated and ever-changing world of financial planning often proves to be time consuming, complex, and directionless, which places many in a state of near complacency. Through Merrill, my Wealth Management practice is focused on helping to achieve the financial objectives of individuals, families, and business owners. By having a disciplined process, my clients can expect to receive a comprehensive financial analysis, financial planning, sound recommendations, strategy implementation, and reviews with appropriate course corrections. Our service model uses a myriad of financial tools, vehicles, and specialists to help clients achieve the most optimized, cost effective, and tax efficient outcomes.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

1. Financial Advisor

   Merrill Lynch

   Mar 2018 — Present

Education

• Western Governors University

  Masters of Business Administration, MBA

  2020 — 2022

• Western Governors University

  Bachelor's Degree

  2015 — 2018