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Unlock portfolio value with
sophisticated credit strategies
When a major purchase, an unexpected
expense or other liquidity need puts a
demand on your cash flow, credit can be
an essential part of helping to develop a
strategy that may meet your short-term
needs. A securities-based lending strategy
may help provide you with the ability
to borrow against your eligible assets,
creating a source of liquidity you can put
in place even before the need arises.
Maggs & Associates has been helping
affluent individuals and families
develop customized long-term wealth
management strategies since 1993, and
we can offer you access to options that may help keep your assets intact while pursuing your unique goals, such as
home loans, commercial lending, jet financing and lending against collectibles. Working with a Bank of America credit
specialist, we strive to guide you in designing a credit strategy to help you secure the borrowing power you need
while keeping your investments on track.
Maggs & Associates
Wealth Management
985 Berkshire Boulevard, Wyomissing, PA 19610
Phone: 610.320.5462
Merrill and the Bull Symbol are trademarks of Bank of America Corporation.
Securities-based lending involves certain risks. When considering a securities-based loan, clients should take into account their individual requirements, portfolio composition and risk
tolerance, as well as capital gains taxes, portfolio performance expectations and investment time horizon. All loans and collateral are subject to credit approval and may require the filing of
financing statements or other lien notices in public records. Asset-based and securities-based financing involves special risks and is not for everyone.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as " MLPF&S " or " Merrill " ) makes available certain investment products sponsored, managed, distributed or provided by
companies that are affiliates of Bank of America Corporation ( " BofA Corp. " ). MLPF&S is a registered broker-dealer, registered investment advisor, Member SIPC and ad wholly owned subsidiary of
BofA Corp.
Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Equal Housing
Lender. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
Investment products:
Are Not FDIC Insured
Are Not Bank Guaranteed
© 2019 Bank of America Corporation. All rights reserved. | 2846570 | 11/2019
May Lose Value
Mark Maggs
Wealth Management Advisor
NMLS#: 533788
David Y. Kim
Wealth Management Advisor
NMLS#: 826445
Melanie Hnatishion
Senior Financial Advisor
NMLS#: 1072688
Sara Gdowik
Financial Advisor
NMLS#: 1469640
MaggsAssoci_2846570_SecuritiesLending_LA_2019.indd 1
11/27/19 9:29 AM


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