anderson heidersdorf kohan group team fact sheet.pdfzachary t kohan vice president senior financial...
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What matters most to you matters most to us
At The Anderson Heidersdorf Kohan Group, we are lifelong Alaskans who strive to give back to our community by helping business owners, foundations, individuals, and families make the most of their financial opportunities. We know that today’s complex, constantly evolving investment world can seem overwhelming -- so we work to simplify clients’ financial lives with a disciplined approach to wealth management. Our goal is to remove emotion from investment decisions by combining our professional experience and understanding of each client with the support and resources available through Merrill Lynch. Our mission is to help clients identify and pursue their goals at every stage of their lives -- from the birth of a child to sending children off to college, from planning for healthcare costs in retirement to leaving the legacies they desire. We help clients seek their preferred lifestyles through a one-on-one relationship with an experienced financial advisor.
Dale AndersonVice PresidentSenior Resident [email protected]
Harold E Heidersdorf, CFP®Vice PresidentWealth Management [email protected]
Zachary T KohanVice PresidentSenior Financial [email protected]
Jaime KissnerFinancial [email protected]
Rachel BrimberryClient [email protected]
Anderson Heidersdorf Kohan GroupWealth Management801 W 10th Street, Suite 300 Juneau, AK 99801907.586.4104, www.fa.ml.com/ahkgroup
MLPF&S and Bank of America, N.A., make available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.
Merrill Lynch Weath Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer and Member SIPC, and other subsidiaries of Bank of America Corporation (“BofA Corp.”).
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. (“MLLA”), a licensed insurance agency. Bank of America, N.A., and MLLA Inc. are wholly owned subsidiaries of BofA Corp.
Investment products offered through MLPF&S and insurance and annuity products offered through MLLA.
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking
Service or Activity
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FamilyFamily
Taking care of your family and other people in your life Trust & Estate Services2 Education Funding Strategies1
Insurance3
Health
Planning for healthcare expenses now and in the future Long-term Care Insurance3 Health Savings Account2
Disability Insurance3
HomeHome
Upsizing, downsizing or buying a vacation home Home Loans2 Home Equity Lines of Credit2
Securities-Based Lending2 Credit Cards2
WorkWork
Working in retirement, selling or starting a business Bank of America Business Banking2 Exchange Funds1
Concentrated Stock Management1 Succession Planning1
Spending your free time in meaningful ways Credit Cards2 Securities-Based Lending2
Structured Lending2
GivingGiving
Volunteering, mentoring others and giving to charities Donor-Advised Funds2 Private Foundations2
Charitable Trusts2
FinancesFinances
Using your finances to bring it all together Bank of America Checking and Savings Accounts2
Credit Cards2 Online Account Access1, 2 Merrill LynchInvestment Accounts1 Investment Advisory Accounts1 Alternative Investments1 Impact Portfolios1
Market-Linked Investments1 Securities-Based Lending2
Margin1 Home Loans2 Exchange-Traded Funds1
Mutual Funds1 Closed-end funds1
Fixed-Income Products1 Options1 Annuities3
Ongoing monitoring and reviews Financial Planning1 Asset information and measurement1
Access to information online1,2 Client Reviews1
Statements1, 2
Offering you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.2 Banking products are offered by Bank of America, N.A.3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
© 2018 Bank of America Corporation. All rights reserved. | ARYQ39XH | MLWM-126-FS | 06/2017
Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.Equal Housing Lender. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making anyfinancial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S. The Bull Symbol and Merrill Lynch are registered trademarks or trademarks of Bank of America Corporation.
Investing involves risk, including loss of principal.