Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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THE HARTY CARPENTER GROUP in Fairhope, AL believes that trust is the foundation for lasting client relationships and is not easily given; it is earned over years and even decades.
This team of Financial Advisors is proud to offer clients over 92 years of industry and practical experience helping clients manage and prepare for their financial futures. THE HARTY CARPENTER GROUP understand the demands and responsibilities of wealth, and we draw upon our vast resources to offer a total wealth management strategy tailored to your individual needs.
Our wealth management team welcomes the opportunity to show you first-hand what we do and how our services are appropriate for you and your family.
We believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to understand who you are, what you hope to achieve and what keeps you up at night. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial strategy.
Working with us means working with Merrill Lynch Wealth Management Advisors truly dedicated to your success. Our approach is simple, transparent and supported by experienced investment guidance.
We believe our clients realize the full value of our relationship, including:
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 strategy 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.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
We believe that true financial success can be achieved when you’re able to make 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.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “America’s Top Next-Generation Wealth Advisors” 2019
Forbes “Top 250 Next-Generation Wealth Advisors” 2019.
On Wall Street –“Top 40 Under 40” 2020
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017 and 2018, #7 in Alabama
Forbes “Best-in-State Wealth Advisors” 2019 and 2020
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Bank of America, N.A.
Bank of America, N.A.
ISG Portfolio Strategist
1530 Battleship Pkwy, Spanish Fort, AL 36527
August 27th, 2019|6:00 PM - 8:00 PM CDT
A complimentary interactive seminar with Stanley Bohensky, Digital Specialist & Vice President in Global Wealth & Investment Management, where he will be presenting a My Merrill Digital Capabilities.
September 3rd, 2019|2:00 PM - 3:00 PM CDT
MyMerrill was built to provide our clients with an easy to use platform that includes some great features we are excited to share with you.
September 10th, 2019|2:00 PM - 3:00 PM CDT
A WebEx presentation centered around Understanding Your Medicare Options. We will be discussing
What is Medicare
What isn’t covered by Medicare
What is Medigap
Please RSVP since space is limited.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
We believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.