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    GRAT Who to Contact

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    12 views18 pages

    GRAT Who To Contact

    Uploaded by

    Mike Kaplan

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 18

    Who We Are & What We Do

    Josh Spungen, CIMA® Will Howson, CPFA Julio Martinez Jason Lorenzo
    Analyst–Investments Assistant Vice President Client Associate Registered Client Associate
    (p) 847.564.7115 Financial Advisor (p) 847.564.7317 (p) 847.564.7282
    (e) joshua.spungen@ml.com Retirement Benefits Consultant (e) julio_c_martinez@ml.com (e) jason.lorenzo@ml.com
    (p) 847.564.7266
    (e) william.howson@ml.com

    Financial Planning and Portfolio Client Reviews Monetary Transactions Requests

    Investment Advisory Solutions & Manager Due


    Digital Capabilities Enrollment and Maintenance
    Diligence

    Estate Overview, Insurance and Annuities Account Maintenance

    Securities Based and Home Lending Products Operations and Administrative Inquires

    Participant Education & Seminars Portfolio Strategies Updates

    Direct all communications to our team inbox grat@ml.com


    or securely via MyMerrill by clicking here & on mobile device
    Gelb Retirement & Advisory Team
    WebEx

    View the WebEx Test Links

    WebEx Test Link Assistance Ahead of Time


    Select the below link ahead of time to test your ability to access the If you believe you may have issues ahead of time, the below directions will
    WebEx. If you are required to download the WebEx component you help with installing the WebEx component. You can setup a quick 15-20 minute
    will do so at this time. This way we are ready to hit the ground call so we can walk you through the process.
    running when our meeting comes due.
    Links Below:
    Link Below: Installation Instructions Internet Explorer & Google Chrome
    WebEx Test Link Installation Instructions for a Mac

    Gelb Retirement & Advisory Team


    Secure Inbox

    Log In to the MyMerrill app

    Gelb Retirement & Advisory Team


    Secure Inbox

    Log In to the MyMerrill app

    Select Secure Inbox

    Gelb Retirement & Advisory Team


    Secure Inbox

    Log In to the MyMerrill app

    Select Secure Inbox

    Review Inbox Messages

    Gelb Retirement & Advisory Team


    Secure Inbox

    Select Compose new messages

    Gelb Retirement & Advisory Team


    Secure Inbox

    Compose new messages

    Select Recipients, then Next

    Gelb Retirement & Advisory Team


    Secure Inbox

    Compose new messages

    Select Recipients, then Next

    Compose New Message & Send

    Gelb Retirement & Advisory Team


    Secure Inbox: MyMerrill Online

    Log in to MyMerrill Online

    Gelb Retirement & Advisory Team


    Secure Inbox: MyMerrill Online

    Log in to MyMerrill Online

    Select Envelope in the banner

    Gelb Retirement & Advisory Team


    Secure Inbox: MyMerrill Online

    Log in to MyMerrill Online

    Select Envelope in the banner

    View Secure Messages & Compose New

    Gelb Retirement & Advisory Team


    Document Scanning

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    Select Menu

    Gelb Retirement & Advisory Team


    Document Scanning

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    Select Menu

    Select Send a document to your Advisor

    Gelb Retirement & Advisory Team


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    Gelb Retirement & Advisory Team


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    Select Menu

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    Send Document(s)

    Gelb Retirement & Advisory Team

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