Brad Chiesa

Background

About Brad Chiesa

I am a part of the Duckworth Haggerty Private Wealth Management team at Merrill. My focus is on helping clients manage the complexity of significant wealth, often as a result of a large liquidity event or sale of a business. Our broader team offers a range of services designed to address the needs of successful business executives and entrepreneurs before and after a transaction. The team's multi-family office style service model focuses on these key areas:Investment managementTrust and estate planning servicesAccess to Bank of America's customized credit and lendingPhilanthropyFamily wealth dynamics and governanceWe also has significant and unique experience in the distinct planning and financial management issues faced by families where a member has a medical disability, severe illness or special needs.Previously, I was a Senior Vice President at Bank of America focused on providing financial services and lending solutions to operating businesses and real estate investors across Western Pennsylvania.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.