John Nail

About John Nail

I am a licensed Senior Financial Advisor serving affluent households, helping business owners, and ultra high net worth individuals with not only investments, but also liability management with residential & commercial lending through Bank of America, N.A. covering risk mitigation through annuity, and insurance, products with Merrill Life Agency, Inc, family trust & estate wealth planning services with Bank of America Private Bank, and access to other professional fiduciary services as a wealth manager. We help achieve this through active and tactical portfolio management with Merrill research, and a team of four brokers with over 100 years of combined industry experience. As a partner with The WSH & Nail Group, we serve the finest families in Arizona. NMLS ID #11•••71, MLLA Inc. Producer #16••••72.*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Mar 2014 — Present

   As a Merrill Senior Financial Advisor, and a 30 year veteran in the financial services industry, I strive to be the best in my field by assisting affluent families, individuals, and successful business owners in the development of robust, long-term financial strategies. Central to my core beliefs is that experience and extensive research is what drives results. Moreover, I help my clients organize their personal and business finances so they can fulfill their dreams. Disclosure: Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Education

• Colorado State University

  Master's Degree

  2003 — 2005

• Francis Marion University

  Bachelor's Degree

  1990 — 1993

Skills

• Executive Management
• Investments and Lending Banking