The Cody Group
The Cody Group helps clients build, manage and preserve their wealth, while consistently providing the highest level of service and integrity. We focus on wealth planning for a select number of successful individuals, families, and charitable foundations. As of April 2024, we oversee $2.1 billion in client assets through strategies that include tax-efficient investing, wealth transfer planning, and concentrated equity strategies.
*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.
The Cody Group has been working with clients at Merrill since 1972. Our goal is to help our clients build and manage and preserve their wealth, while consistently providing the highest level of service and integrity. Our approach is predicated on the belief that substantial wealth has distinctly different needs and deserves a substantially different level of care.
We look to simplify our clients' financial lives by offering customized strategies for their unique and complex financial needs. We fully utilize Merrill's resources to educate clients on the investment world and the global economy.
With families of our own, we understand the importance of providing a secure future for your loved ones. We are committed to helping you achieve your dreams and preserve your legacy for the generations to come.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
