MUA Wealth Management Group

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Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Significant wealth brings opportunity—and responsibility. After all, fostering your assets while upholding your values and preserving your family dynamics is serious work. At the MUA Wealth Management Group, we understand the unique circumstances affluent families and institutions face, so we dedicate our entire practice to supporting you. 

Selecting a new advisory team is a major decision, and we honor this trust by fully committing to each client’s lifelong needs. When you work with MUA, we want you to expect a different level of support, guidance, and service than you have ever experienced when managing your wealth. 

We call our approach “Executive Wealth Management,” because we believe it is similar in essence to the service you find with executive healthcare: 

  • Proactive and outcome focused
  • High-touch and hands-on
  • Modern and discerning

Just as executive healthcare aims to advance health with the latest science and personalized care, our goal is to provide the same style of support for clients. 

You have worked hard to create your wealth—and you deserve a team who will work equally hard to grow and preserve it

Our Promise

“Someone’s sitting in the shade because someone planted a tree a long time ago.”

-Warren Buffett

No matter what you hope to achieve, our team is here to help you foster the financial life you’ve imagined. We aim to provide lasting, measurable value from the first time we meet and across future generations.  

Since our founding in 2013, MUA has grown to become a group of highly educated, experienced advisors [MC1] who share a commitment to client service and advanced wealth management. 

As your financial guides, we focus on providing you:

  • Personalized strategies that combine experienced perspectives and modern opportunities
  • Transparent guidance that adapts to changes in your financial life
  • Intergenerational support that considers your family’s needs today and for decades to come
  • Access to world-class resources available through Merrill Lynch

Our goal is to combine the attentive service of a boutique financial practice with the resources of a global investment firm. With our team, you can expect friendly, familiar voices answering the phone—matched with outcome-focused professionals supporting your intricate, complex financial life. 

 

Our Appoach

As your financial life becomes more complex, your wealth management needs will often extend far beyond your portfolio. Consequently, we believe you need guidance that considers the myriad and interconnected aspects of your wealth. 

From our experience, many new clients come to us after experiencing less effective support than they desire and deserve. When you join the MUA family, our goal is to provide you with customized strategies that reflect a full picture of your assets and ambitions. 

Through our Executive Wealth Management Process, we will address 12 financial factors that may impact your current needs and future goals:

  1. Retirement Analysis
  2. Education Analysis
  3. Disability Analysis
  4. Life Insurance
  5. Estate Planning Needs
  6. Liability/Debt Management
  7. Long-Term Care Analysis
  8. Investment Risk Analysis and Management
  9. Cash Management
  10. Concentrated Stock Analysis
  11. Charitable Giving Strategies
  12. Other Identified Financial Needs

Using our findings from this analysis, we will create your Executive Summary and Wealth Management Analysis, which define the steps we will follow to support you. This living document informs our investment management, helps you know where you stand, and evolves as your needs change.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.