Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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Located in Fairhope, AL, THE HARTY CARPENTER GROUP 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 100 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.
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 know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, we can work with you to build your own personalized financial strategy.
Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.
The value of the relationship with you includes:
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 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 approach.
The team will work closely with you to identify and address your short- and long-term objectives. Those goals may include the establishment of potential financial strategies and the asset allocation helpful to pursuing your investment objectives—taking into account your preferred goals, risk tolerance, time horizon and liquidity needs—and developing a financial strategy designed to help manage risk and reduce vulnerability to market fluctuations.
We believe that 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. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Financial Planning's "Top 40 Advisors Under 40" 2021
Published on January 26, 2021. Rankings based on data as of Sept 30, 2020.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2021, 2022, and 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2019 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Top Next-Generation Wealth Advisors" 2017 - 2020
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.
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.
Wealth Management Banking Specialist
Merrill
Wealth Strategist
Merrill
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
The Fish Market, 1681 US Hwy 31, Hoover, AL 35216
January 23rd, 2024|6:00 PM - 7:00 PM CST
Join us for an informative event during which we'll discuss:
For more information: 251.990.2364 or stephanie1.wells@ml.com
Fairhope Yacht Club, 101 Volanta Ave, Fairhope, AL 36532
October 5th, 2023|6:00 PM CST
Join us for an informative event during which we'll discuss:
Ralph & Kacoo's, 1595 Battleship Pkwy, Spanish Fort, AL 36527
September 19th, 2023|11:30 AM - 12:30 PM CST
During this event, Dr. Kevin Elko, will discuss the five components of ultimate resiliency:
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By 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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach 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 approach to address your needs and pursue your goals.
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.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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