Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The best time to talk to a Merrill Advisor? Yesterday.
For over 100 years and through countless market turns, we’ve seen it all. With world class insights, cutting-edge technology and a personalized plan, we can help you get to the other side. Don't just ride it out. Ride with the bull. Ride with Merrill.
The best time to talk to a Merrill Advisor? Yesterday.
For over 100 years and through countless market turns, we’ve seen it all. With world class insights, cutting-edge technology and a personalized plan, we can help you get to the other side. Don't just ride it out. Ride with the bull. Ride with Merrill.
THE HARTY CARPENTER GROUP
Learn more about an advisor's background on
FINRA's BrokerCheck
Merrill Lynch
Wealth Management
THE HARTY CARPENTER GROUP is a team of Merrill Financial Advisors in Fairhope, AL. This distinguished wealth management team has significant experience advising successful Professionals, Retirees and other business owners with virtually all aspects of their finances including: Retirement Planning, Social Security, Retirement Income Strategies, Investment Management and Estate Strategies.
THE HARTY CARPENTER GROUP
Welcome
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 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.
Philosophy
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 know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach.
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 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.
Focus On Individuals, Families, and Small Businesses
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. 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
Recognition
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.
S Wesley Carpenter
Forbes “America’s Top Next-Generation Wealth Advisors” 2019 and 2020
Forbes “Top 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, 2021, and 2021
Get To Know Us
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.
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.
Lyric E Madden
Credit Consultant
Bank of America, N.A.
NMLS #1007874
.jpg)
Allison Mulgrew
Wealth Strategist
Merrill
David Samman
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Past Events
Happy Hour Seminar featuring Jim Russell Jr, Portfolio Manager, from Bahl & Gaynor
Fairhope Yacht Club, 101 Volanta Ave, Fairhope, AL 36532
May 24th, 2022|5:00 PM - 6:00 PM CST
We are hosting a special Happy Hour Seminar featuring Jim Russell Jr, Portfolio Manager, from Bahl & Gaynor as he discusses Income Growth
- Hors d'oeuvres
- Beverages
Summer Time Grilling with Pitmaster Rodney Scott
June 16th, 2022|5:00 PM - 6:00 PM CDT
Get the grills ready for this virtual lesson on BBQ with Chef Rodney Scott! Famous for his craft and passion for whole-hog BBQ, Chef Scott will share his techniques in grilling some delicious summer BBQ just in time for Father’s Day. A week prior to the event, all registered attendees will receive a list of ingredients and the recipes if you’d like to cook alongside the James Beard Award winning chef and legendary Pitmaster.
Create a plan that is all about you.
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.
Staying on Track
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.
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.
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.
#DigitalMerrill
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
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.
Articles
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.
 |
We put you first, every day. |
|
|
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.