Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
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The BHB Group
Merrill Lynch
Wealth Management
We provide customized wealth planning services, a disciplined investment process and a team-based approach designed to bring insight and coordination to your financial life.
The BHB Group
Charting Your Financial Journey with Experience and Knowledge
At The BHB Group, we help you develop a unique financial plan that integrates the opportunities and challenges of each stage of your life - from essential compononents such as asset management and retirement savings to the more intricate elements of trust and estate planning strategies, tax minimization strategies, cash management and lending through Bank of America.
We are very experienced in working with multigenerational families to guide their financial legacy while preserving their values, and we also understand the complex needs of business owners, entrepreneurs, and sports and entertainment professionals. For every situation, we identify your goals and build a plan to address them, offering advice and recommendations that reflect our knowledge and history working with a diverse range of clients.
The Pillars of Our Team
Customized Planning Services with Expansive Firm Resources
As we develop a detailed financial plan that targets your objectives, we offer the close personal relationships of a boutique wealth management firm, backed by the extensive resources of a world leader in financials services. Through our team, you gain access to wealth management strategies from Merrill and a full range of banking capabilities from Bank of America.
A Disciplined Investment Process
Our team has extensive experience managing assets for institutions, and we apply the same rigor and discipline to managing your personal wealth. As we align your investment strategies with your goals, we remain mindful of your comfort level with risk and potential tax implications. In addition, we are highly experienced in working with alternative investments and can provide access to a universe of these opportunities to complement your core portfolio.
A Team-Based Approach
We bring the collective knowledge and perspective of our team members to every client situation. As you develop a close relationship with your dedicated advisor, you will gain the advantages of behind-the-scenes collaboration among our team's financial advisors focused on your accounts and strategies.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Connected by Our Values
Our team members each bring specific insight and skills to our team, but we all uphold the same core values. This shared understanding of what's most important to us means that you can expect a consistent experience working with every member of our team.
Integrity: We are unfailingly honest and realistic with our clients and one another, and we trust our team to do what is best for our clients in every situation.
Work Ethic: Clients come first, without exception - we work for you, whenever and however you need us.
Straightforward Communication: You deserve to understand exactly what we are recommending to you and why, and we will always discuss the rationale behind our strategies in as much detail as you choose.
Long-Term Commitment: Our team is prepared to see you through each stage of your life and will reach out to the next generation of your family to guide the passage of your wealth.
Meet the 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.
Fred R Schector
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #451116
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
Kris Briones
Wealth Management Banking Specialist
Merrill
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
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.
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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 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.
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