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We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Friedman Huyck Grossnickle Group
Wealth Management GroupLearn more about an advisor's background on
FINRA's BrokerCheck
Merrill Lynch
Wealth Management
The Friedman Huyck Grossnickle Group works with wealthy families to help them be purposeful in sustaining their wealth and values across generations. Our mission is to empower families to define the purpose of their wealth, and to be intentional about its impact.
The Friedman Huyck Grossnickle Group
Welcome
We focus on developing customized financial strategies for high-net-worth individuals and their families. Working with us means you have a caring Merrill Lynch Wealth Management Advisor helping you to pursue your goals. We are committed to understanding your unique challenges, priorities, and financial resources. You may be concerned with preserving and growing your wealth or leaving a legacy to your family or a charity. Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.
Collectively, we offer: over 80 years of professional investment experience; an exemplary record of regulatory ethics; a variety of financial degrees; industry accreditations; professional designations; and published accolades.
Our Group is supported by client associates who share our commitment in delivering an unparalleled client experience by combining the high-touch personalization of an investment boutique with the breadth of services offered through Merrill Lynch Wealth Management and the banking convenience of Bank of America.
Client Digital Capabilities
It is important to us that our clients have step-by-step instructions in order to take full advantage of the tremendous amount of technology available to them. The various instructions listed below are designed to guide our clients in navigating our diverse online platform.
- WebEx
- MyMerrill Enrollment
- Online Delivery Enrollment
- Acessing the Secure Inbox
- Document Scanning-Text Guide
- Document Scanning-Visual Guide
- Mobile Check Deposit
- Third Party Access-My Merrill
- Digital Signature Suite - e-Signature
- Digital Signature Suite Mobile Easy Sign
- Digital Signature Suite Digital Collaboration
- My Financial Picture
- Funds Transfer Service
- Linking Merrill Investment and Bank of America Banking Accounts
- MyMerrill Enrollment - International Clients
- Updating Personal Information - MyMerrill
- MyMerrill Security Settings
- MyMerrill Alert Settings
Philosophy
We believe in including the entire family in our process. Our financial advisors work to engage families in the financial decision-making process. We look for opportunities to educate the younger generation about investing, and we often facilitate family wealth discussions that may be difficult for clients to initiate on their own.
Approach
Wealth Management is a dynamic process. As we focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you and your family. Our job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. We will be here to help you make adjustments to your wealth management approach if and when necessary over time.
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.
Capabilities
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
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
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.
Better Money Habits
Improve your financial health and move closer toward your goals through hundreds of educational articles, videos and tips.
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.
The Friedman Huyck Grossnickle Group
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Brian D Friedman
Barron's "Top 1,200 Financial Advisors: State-by-State" 2013 - 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Meet Our Team
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.
Jean Y. Kim
Wealth Strategist
Merrill
Jonathan Close
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #988343
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 there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
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.
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 AdvisorTM
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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