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Merrill lynch

The Thompson Group

Wealth Management Group
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Merrill Lynch
Wealth Management


At The Thompson Group, we believe every client deserves customized planning strategies tailored to their unique goals and priorities. We serve a select number of individuals and families which allows our team to offer personalized boutique-like services that help simplify life and pursue what's most important.

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The Thompson Group Value Proposition


Based in Fairhope, Alabama The Thompson Group has distinguished itself by providing customized advice and guidance to families across the country.

We operate similar to a private boutique inside the global firm of Merrill Lynch Wealth Management, offering a suite of family office type services:

1. Wealth Management Planning - We clearly articulate how each financial decision impacts financial security; both in the long and short-term. We focus on outcomes to the areas that matter to families: finances, health, work, leisure, family, and home.

2. Investment Advisory Services - Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted. Our effort is to help preserve, secure, and enhance investment assets offering a completely objective asset allocation mix.

3. Personal Banking Needs - Facilitate and take care of credit and liability management including mortgages, credit cards, banking, bill payment service, etc.*

4. Friend and Confidant - We are intentional about impact every day. We will be in the trenches with you when family goals appear to be unbalanced and celebrating with you when life events and goals have been accomplished.


*Banking products and services may be provided by Bank of America, N.A.

The Thompson Group Core Philosophy


Helping Families Navigate Wealth


Clients’ lifestyle needs, cash-flow requirements, and wealth preservation goals are the foundation of our work. We begin by asking what matters to the families we serve and we never stop asking that question. Our team is structured to respond to the needs of each client before, during, and after all of life’s transitions.

Focus on Consistency

We work with successful individuals and families who have created their wealth through years of hard work and sacrifice. We help these clients preserve, deploy, and diversify that wealth effectively. Our first priority is to help families maintain their lifestyles through varied environments.

As wealth managers, we focus our energies on strategies that deliver consistent, prudent returns. We offer access to preeminent managers across the globe; we regularly assess investment allocations relative to a client’s risk profile and return objectives.

Emphasis on a Balance Approach

We recognize the unique demands of each family. We offer a range of services to promote a lasting impact through a positive transmission of values. Specifically, we work with highly respected professionals who can facilitate constructive dialogue about a family’s vision and coordinate between our clients' other trusted advisors (attorneys and CPAs) to deliver a balanced relationship.

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. 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:

  • 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

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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.

W. Scott Thompson

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Forbes "Best-in-State Wealth Advisors" 2021
Published on February 11, 2021. Rankings based on data as of June 30, 2020.

Forbes "Best-in-State Wealth Advisors" 2019
Published on February 20, 2019. Rankings based on data as of June 30, 2018.

David R Chilelli

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

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.

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

      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.


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      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.

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      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.

      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.