Sagemark Consulting

Founded in 1889, Northern Trust is one of the world s largest private banking, asset management and asset servicing firms. Its global client base consists of affluent families and individuals, as well as corporations and institutions that value exceptional client service. Northern Trust boasts $44 billion in banking assets, $2.6 trillion in assets under administration and $588 billion in assets under investment management. It has offices in 18 states and 11 international locations. From modest beginnings in Chicago s bustling loop, Northern Trust has grown to become a global institution facilitating business and managing wealth in every part of the world.

Welcome to Merrill Lynch in Naples, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations