Brad Chiesa

Background

About Brad Chiesa

There's no shortage of advice for business owners preparing to sell-or figuring out what comes next. The challenge isn't finding information; it's knowing what's relevant and how to put it all together. Winning the entrepreneurship game means creating a successful exit. But the game doesn't end when the ink dries on the deal. Suddenly, new questions arise- What's the smartest way to structure the sale- How should I invest the proceeds to align with my long-term goals- Should I keep some ownership in the business- How do I safeguard my wealth for future generations- What happens to my employees-will they be supported after the transition- How do I design a meaningful charitable giving strategy- What's the most effective way to transfer wealth to my children and grandchildren? That's where I come in. As a Senior Vice President and Private Wealth Advisor with the Duckworth Haggerty Private Wealth Management team at Merrill, I help business owners and entrepreneurs navigate the complexity of significant wealth-often following a major liquidity event or sale of a business. Our team delivers a multi-family office style experience focused on- Exit Planning & Liquidity Strategies - Investment Management - Trust, Estate, and Pre-transactional Planning Services - Customized Credit and Lending through Bank of America - Philanthropy and Legacy Planning - Family Wealth Dynamics and Governance We also bring unique expertise in planning for families facing challenges related to medical disabilities, severe illness, or special needs. If you're preparing for a sale-or navigating life after one-and want clarity in a world full of noise, let's connect.*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.