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We get to know you and your family, your financial situation and what matters most to you.
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With over two decades of experience, The Brooks Marcum Group is dedicated to helping clients identify and pursue their financial goals. Each client can feel confident that the strategy we recommend will be aligned with their objectives and designed to help achieve the right balance of risk and return based on their specific passions and wishes. We strive to care for generations of client families and encourage sharing our financial knowledge so that our clients are able to thrive financially for years to come.
Our mission is to understand each client's financial circumstances and life purpose. We are committed to asking the right questions; listening carefully and thoroughly in order to evaluate the information provided. We then design a custom plan of action and recommend a range of strategies to help clients achieve their goals. Working closely, we regularly review portfolios and progress towards specific financial goals with adjustments made as needs evolve.
Our experience and level of care combined with the vast resources and research capabilites of the premier wealth management platform at Merrill, enable us to provide tailored financial strategies to help better navigate challenges and to pursue our client's dreams. We work to help our clients stay on track, regardless of what the markets are doing.
At The Brooks Marcum Group, we proudly serve extended families and multiple generations now residing in numerous states. While most clients have achieved financial success, they often don’t have a cohesive plan for passing along their wealth in ways they find meaningful.
When asked about their lives in initial meetings, clients invariably tell us about their families. And over the years, in subsequent discussions, the same is true. To reflect clients’ unwavering focus on their families, we encourage them to put their money where their hearts are.
Our mission is to understand you and your priorities. With that in mind, we discuss topics ranging from choosing the right school, saving for college, creating a special needs trust, caring for aging parents, and more.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter to you most.
We ask clients about their destinations in life and other critical questions: “How much money is enough? Do you want to be generous while you’re alive? Is the next generation prepared for financial challenges and decisions? How can you ‘send it’ ahead? Why are we getting together? And ultimately, what are you trying to achieve?”
By helping clients shine a light on their real-life goals (rather than dollars), we can organize distinct aspects of their financial picture into cohesive strategies for retirement planning, liability management, wealth transfer, charitable giving, and more. Along the way, we keep a steady eye on achieving cost-efficiencies and minimizing tax consequences.
When it comes to managing clients’ investments, we rely heavily on BofA Global Research and thought leadership – using the firm’s due diligence to help select independent money managers (allowing us to contact them directly to adjust allocations). To help mitigate risk and achieve cost efficiencies, we also use ETF strategies and mutual funds.
Above all, we remind clients to be “wise with what they’re given” and to “share the wisdom” with future generations. It’s our privilege to serve caring clients, who appreciate the role of a caring advisory 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.
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.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589225
Wealth Management Banking Specialist
Merrill
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 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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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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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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