Erick Nehme

Erick Nehme

Senior Vice President - International Wealth Advisor at Merrill Lynch

Role
Senior Vice President - International Wealth Advisor at Merrill Lynch
Location
New York, NY, US
LinkedIn followers
500 followers

About Erick Nehme

Erick has been in wealth management for over 20 years, fulfilling the services of his…

Experience

  1. Senior Vice President - International Wealth Advisor

    Merrill Lynch

    Jan 2006 — Present · New York, NY, US

    The Nehme Group has customized highly sophisticated and personalized financial strategies to manage the wealth and expectations of an ultra-high-net-worth, international clientele. They include business owners, CFOs, CEOs, bankers, and generations of affluent families residing in the United States and abroad. We hold ourselves to an exceptional standard of service, rely on our knowledge of foreign markets, our awareness of tax changes, and close relationships with Family Offices, attorneys and tax advisors abroad. There are no shortcuts to providing superior wealth management.For clients residing abroad, we offer tailored global portfolios that can be purchased and sold in their domicile – for purposes of fiscal transparency. For American corporate executives living abroad, the team applies its understanding of specific countries to help them maintain 401(k) and other obligations in the United States. We also help Merrill Lynch financial advisors serve international clients. We respect those relationships and strive to fulfill every need of those clients. We understand the positive impact our clients’ wealth will have on their future generations and pride ourselves on being well informed of the currency issues, inflation, wealth transfer and tax consequences that affect an estate in order to create the best possible outcome for this wealth transfer.We came to Merrill Lynch for access to its global research and vast resources. We take investment positions after careful research and tailor each client’s portfolio to their risk tolerance, country of reference, and other considerations. This allows us to serve clients whose achievements, lifestyles, and heartfelt wishes demand thoughtfully-aligned investment and estate planning strategies. We are privileged to serve the intergenerational wealth of an international clientele.

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