Michael Duckworth is a private wealth advisor whose team works with 83 families who have someone in their family with a meaningful to severe disability. So, when Bank of America Merrill Lynch announced that it is launching a new calculator tool today aimed at helping professionals like him with special needs clients, he felt it was tool whose time has come.
“It’s an easy tool to use,” says Duckworth, who is based in Pittsburgh, Pa. with an 11-member team. “But the thing that’s most important about it, apart from being easy to work with, is it allows clients and advisors to start a conversation,” he says.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access