Eddie Darragh

Background

About Eddie Darragh

Did your company hand you a plan on day one to exercise your equity compensation plan? Of course not. They set you up with benefits, stock options or restrictive share units, told you the exercise or vesting date and said: You're on your own now No plan No strategy No clear path to what you should or shouldn't do Now, a significant amount of your net worth is tied to a single stock. It's inevitable.you will need to exercise the compensation plan on a certain date. The BIG problem for executives is the lack of a proper strategy when owning a single stock. You may want to potentially… Send your kids to school Buy that beach house Diversify into other investments Renovate your home Pass along a legacy to your children But you are paralyzed by the thoughts of capital gains taxes that will be attached to liquidating your highly appreciated stock. Through Merrill, we have access to little-known strategies that can help minimize the tax effects of your decisions. With our process, we can help you optimize your portfolio and equity comp plan in just 3 steps: Step 1: Gather & Assess your financial situation using our proprietary Personal Wealth Analysis™ Step 2: Based on this simulation.develop a plan to optimize your assets, reduce tax exposure, and pave a path toward your financial goals. Step 3: Execute solutions like to diversify overall risk or potentially leverage your single stock to buy that boat or invest in commercial real estate. This analysis of your financial situation, planning, and execution is all carried out by our boutique-style firm. We are financial problem solvers.you'll never be stuck "guessing". If you are ready to take control of your financial plan then I invite you to leave me a note to set up a quick call.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions