Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 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.
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 other trusted advisors (attorneys and CPAs) to deliver a balanced relationship.
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.
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.
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 Advisors” 2019 and 2021
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.
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 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.
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.
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.
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Your advisor is a click away within our site or mobile apps
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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.
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.