Bank of America Coronavirus Resource Center See details

Davis, Word, & Taylor Wealth Management Group

push-top
Merrill lynch

Davis, Word, & Taylor Wealth Management Group

Introduce us to a friend

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.

Welcome

Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Approach

Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.

We believe clients realize the full value of our relationship, including:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Social Impact Investing

can offer potential solutions that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management services. Leveraging the global resources of Merrill,  can assist in areas such as retirement income planning, guidance on concentrated stock positions, traditional investment and potential sustainable and impact investing solutions.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other approaches or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG approaches may rely on certain values-based criteria to eliminate exposures found in similar approaches or broad market benchmarks, which could also result in relative investment performance deviating.

DISCLOSURE: The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

Focus On Individuals, Families, and Small Businesses

We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, we start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Our Group

Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Allison Mulgrew

Allison Mulgrew

Trust Specialist

Bank of America, N.A.

profile photo

Paul Bush

Wealth Management Banking Specialist

Merrill Lynch

Upcoming Events

Facing the Future with Confidence
Facing the Future with Confidence

Online WebEx Presentation, Birmingham, AL

November 12th, 2020|10:00 AM - 11:00 AM CST

The Davis Word & Taylor Group will discuss Facing the future with confidence and Planning for your legacy including gifting and estate planning strategies.  

    For more information: 205.326.9656 or stephen_m_davis@ml.com

    Quarterly Market Update
    Quarterly Market Update

    Online WebEx Presentation, Birmingham, AL

    October 8th, 2020|10:00 AM - 11:00 AM CST

    Quarterly Market Update and Outlook

      For more information: 205.326.9656 or stephen_m_davis@ml.com

      Past Events

      Quarterly Market Update
      Quarterly Market Update

      Online WebEx, Birmingham, AL

      July 9th, 2020|10:00 AM - 11:00 AM CST

      Quarterly market update by the Davis Word & Taylor Group.

        Medicare and You/Long Term Care
        Medicare and You/Long Term Care

        Online WebEx Presentation, Birmingham, AL

        August 13th, 2020|10:00 AM - 11:00 AM CST

        The Davis Word & Taylor Group will discuss Medicare and Long Term Care Options in Retirement.  

          Social Security and You
          Social Security and You

          Online WebEx Presentation, Birmingham, AL

          September 10th, 2020|10:00 AM - 11:00 AM CST

          The Davis Word & Taylor Group will discuss the options surrounding social security, when to consider taking it, and how it may impact your retirement income plans. 

            Your Financial Approach

            We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

            FAMILY
            Taking care of your family and other people in your life
            • Trust & Estate Planning Services4
            • Education Funding1
            • Insurance3
            HEALTH
            Planning for healthcare expenses now and in the future
            • Long-term Care Insurance3
            • Health Savings Account2
            • Disability Insurance3
            HOME
            Upsizing, downsizing, remodeling or buying a vacation home
            • Home Loans2
            • Home Equity Lines of Credit2
            • Securities-Based Lending2
            • Credit Cards2
            WORK
            Working in retirement, selling or starting a business
            • Bank of America Business Banking2
            • Exchange Funds1
            • Concentrated Stock Management1
            • Succession Planning1
            LEISURE
            Spending your free time in meaningful ways
            • Credit Cards2
            • Securities-Based Lending2
            • Structured Lending2
            GIVING
            Volunteering, mentoring others and giving to charities
            • Donor-Advised Funds4
            • Private Foundations4
            • Charitable Trusts4
            FINANCE
            Using your finances to bring it all together
            • Merrill Investment Accounts1
            • Investment Advisory Accounts1
            • Alternative Investments1
            • Exchange-Traded Funds1
            • Mutual Funds1
            • Closed-end Funds1
            • Fixed Income Products1
            • Options1
            • Annuities3
            • Impact Portfolios1
            • Market-Linked Investments1
            • Securities-Based Lending2
            • Margin1
            • Home Loans2
            • Bank of America Checking and Savings Accounts2
            • Credit Cards2
            • Online Account Access1,2

            1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
            2 Banking, mortgage and home equity products offered by Bank of America, N.A.
            3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
            4 Trust and fiduciary services are provided by Bank of America Private Bank.

            Staying on Track

            We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


            Periodic reviews to help you
            stay on track

            We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


              Monitoring changes in your life
              and to your goals

              Your life and goals change. As these changes occur, we can update your approach to reflect them.

              Wealth Management Your Way

              MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

              Your advisor is a click away within our site or mobile apps

              You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

              Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

                Let’s Have a Conversation

                Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

                Why Merrill?

                As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


                Merrill_Capabilities_Brochure.png  

                We put you first, every day.
                Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

                Personalized advice from a dedicated financial advisor.

                We get to know you and your family, your financial situation and what matters most to you.

                A comprehensive approach, built around your life’s priorities.

                Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

                Adjusting your investment approach as your life and the markets change.

                We will work to help you stay on track, regardless of what the markets are doing.