executives meeting in a conference room

Welcome, Farallon Principals

You’re invited to participate in Executive Wealth Services, a tailored benefits program from
Bank of America.

The power to live a better financial life

Designed with you in mind, the Executive Wealth Services program offers customizable and exclusive banking benefits from Bank of America, and investments and planning-based advice from Merrill and Bank of America Private Bank, tailored to your specific financial needs. By choosing from a selection of benefits, you’re always in the driver’s seat — you can have more of what you want and less of what you don’t. Here’s a look at the services you can access:

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Comprehensive wealth planning strategies

You can meet with an advisor and a wealth strategist for investing and planning guidance.footnote1

  • Tax minimization strategies to help maximize your wealthfootnote1
  • Long-term spending, cash flow and balance sheet/net worth analysisfootnote1,footnote2
  • Access to BofA Global Researchfootnote6 and insights provided by Bank of America’s Chief Investment Office (CIO)footnote7
  • Review of corporate benefits and insurance policiesfootnote1,footnote3
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Custom financial solutions

You’ll have a single point of contact to provide access to the services you need.

Access to the Bank of America Preferred Rewards Programfootnote4 (if you have an eligible checking account) for enhanced bankingfootnote2 and investmentfootnote1 benefits

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Bespoke services for Farallon

You’ll have access to a range of institutional capabilities tailored specifically for Farallon executives.

Custom lending solutionsfootnote2

  • Tailored strategies to help meet your liquidity needs
  • Access to pricing benefits for your homeownership goals

Competitive foreign exchange ratesfootnote2

  • Institutional pricing on foreign exchange conversions

Wealth impact planningfootnote2

  • Wealth transfer planning integrated into your overall wealth management plan
  • Trustee services to help administer your trusts

Philanthropic services

  • Advice on charitable giving (donor-advised funds, private foundations, charitable trusts)footnote2,footnote8
  • Help with establishing and managing a private/family foundationfootnote2
  • Consulting to nonprofit boards where you serve as directorfootnote1,footnote2

Family Office Servicesfootnote1,footnote9

  • Consolidated reporting/statements across all your assets and accounts
  • Management of payments and liquidity through treasury solutions

Fine art servicesfootnote2

Meet your dedicated advisors

By drawing upon collective team experience and knowledge across a range of disciplines that include investment management and wealth structuring through Merrill and Bank of America Private Bank and access to sophisticated credit and banking solutions from Bank of America, your advisor can provide an integrated view of your wealth that’s tailored to your unique needs.

Select from one of these teams or work with your executive concierge team to get in touch with a local advisor of your choosing. For principals located in Hong Kong, London and Brazil, please reach out to your executive concierge team for regional advisor selection.

Jason Hayes

Jason C. Hayes, CPFA, CRPC®footnote10, CFP®footnote11

Managing Director
Wealth Management Advisor
Merrill Lynch Wealth Management

The Hayes Advisory Group addresses the complex and evolving investment and wealth planning needs for an exclusive group of successful corporate executives, high-net-worth families and entrepreneurs.

John Myers

John Myers, CFA®footnote12

Managing Director
Private Wealth Advisor
Merrill Private Wealth Management

Working with a team of specialists, the CWM Group helps create strategies that reflect your aspirations and those of your family’s current and future generations.

Scott J. Harrison, CFP®

Scott J. Harrison, CFP®footnote11

Managing Director
Private Client Advisor
Bank of America Private Bank

Scott leads a team of specialists who work in concert to help clients make informed wealth planning decisions, lead an organized financial life, take advantage of fiduciary investment opportunities and maintain their desired lifestyle.

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Your executive concierge team

Need more assistance? Your executive concierge team can answer any questions you may have about the Executive Wealth Services program.

No question is too small — that’s why we’re here. Whether it’s how to engage in wealth planning discussions or how to select the right advisor for your needs, we’re always available for you. Just email us or call us at 212.449.3978.

examples of thought leadership content

Your access to exclusive insights

Your advisor team can share with you perspectives and viewpoints that reflect the highest level of thought leadership relevant to your personal situation. Multiple formats include virtual sessions, videos and publications.

Some examples:

  • Market updates from Bank of America’s Chief Investment Officefootnote7
  • Research offered by BofA Global Researchfootnote6
  • Access to custom lending solutions from Bank of America
  • Navigating family wealth
  • Tax-efficient investing

Your leadership team

Your Bank of America and Merrill market leadership team in San Francisco is dedicated to helping you live your best financial life. They can be reached anytime, day or night.

Marcel TenBerge

Managing Director
Senior Market Executive
Merrill Lynch Wealth Management

Tracy Murphy

Managing Director
Regional Managing Director
Merrill Private Wealth Management

Gioia McCarthy

Managing Director
Market Executive and Market President
Bank of America Private Bank

advisor and client laughing

Let us be a resource for you

We know you’re busy, and your time is valuable. So let us work for you. Ask us anything about wealth planning, equity compensation, developing a personalized strategy or evaluating your current financial situation.

You can have access to exclusive banking benefits from Bank of America and investing capabilities through Merrill and Bank of America Private Bank. We’re here to help you make the most of them and to support you at every step.

We look forward to working with you.

Capability offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.


Capability offered by Bank of America, N.A., and its bank affiliates.


Capability offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.


When you are identified to us by your employer as an eligible participant in the Executive Wealth Services (EWS) program, and you have an active, eligible Bank of America personal checking account, we will enroll you in the Platinum Honors tier of the Bank of America Preferred Rewards program. While you are part of the EWS program, you are not required to meet the balance requirement that otherwise applies to enrollment in Preferred Rewards. New participants in the EWS program may have to wait up to one month to allow for the EWS indicator to be updated. You can qualify for higher tiers based on your combined qualifying Bank of America deposit accounts (such as checking, savings, certificate of deposit) and/or your Merrill investment accounts (such as Cash Management Accounts, 529 plans). The qualifying balance is calculated based on your average daily balance for a three calendar month period. If you no longer meet the requirements for the EWS program, or your employer discontinues its participation in the EWS program, standard program terms apply. Employee benefit plans (such as 401(k)) will not count toward the combined balance requirement. 529 plans are included only if they appear on your Merrill statement, except 529 plans owned in UGMA/UTMA form which are not included. Benefits become effective within 30 days of your enrollment, or for new accounts within 30 days of account opening, unless we indicate otherwise. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements. For more information, visit the Preferred Rewards section of the Personal Schedule of Fees.


Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including pricing, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. Merrill Guided Investing is offered with and without an advisor. 
Clients involved in Preferred Rewards receive a Preferred Rewards discount off the Merrill Guided Investing program’s annual asset-based fee of 0.45%, and the Merrill Guided Investing with Advisor and Merrill Edge Advisory Account programs’ annual asset-based fee of 0.85% for any of their accounts enrolled in the respective advisory programs. Preferred Rewards enrolled clients receive a discount of 0.05% off of the annual rate for the Gold tier, 0.10% for the Platinum tier, or 0.15% for the Platinum Honors, Diamond and Diamond Honors tiers based on their Preferred Rewards tier effective at the time the applicable advisory program fee is calculated. Bank of America Private Bank clients will also receive a discount of 0.15% off of the annual rate. It may take up to 30 calendar days for changes to your Preferred Rewards status or tier to be associated with and effective for your accounts in the advisory programs. This fee is charged monthly in advance. In addition to the annual program fee, the expenses of the investments will vary based on the specific funds within each portfolio. Actual fund expenses will vary; please refer to each fund’s prospectus.


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 Corp.”).


The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).


Donor-advised fund and private foundation management are provided by Bank of America Private Bank, a division of Bank of America N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation.


Merrill Lynch Family Office Services are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). In connection with its Family Office Services, Merrill is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Merrill Lynch's Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services. Merrill offers a broad array of brokerage and investment advisory accounts, products and services through other parts of its business outside of Family Office Services, which are subject to separate agreements, disclosures, and fee arrangements, and may be procured by applying or enrolling and contracting through those other business channels. Please contact your Financial Advisor or Private Wealth Advisor with questions regarding Merrill's brokerage or investment advisory offerings.


Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo  are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.


This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill 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. For more information about these services and their differences, speak with your Merrill financial advisor.

Banking, mortgage, and home equity products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. FDIC Equal Housing Lender logo 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.