Get To Know Us

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.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, 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


Advisors Jeffrey Mason, Susan Edwards and Troy Edwards collectively have more than 50 years of service at Merrill. Jeff is a Senior Vice President, Wealth Management Advisor and Portfolio Manager and Susan is a Vice President, Senior Financial Advisor and Portfolio Advisor, demonstrating high distinction among their peers. Additionally, Susan holds the Certified Private Wealth Advisor®, CPWA® Chartered Retirement Planning Counselor™, CRPC™ designations. 

We believe that a desire to address the needs of your family is at the heart of why people have financial goals. As a family-oriented practice, we strive to be the only financial advisors you and subsequent generations may need.  A common thread among clients is the need to preserve the capital they’ve accumulated to pursue their future lifestyle in the way they envisioned; assist with the needs of the next generation; and help support their chosen philanthropic efforts.

Jeff, Susan and Troy work cohesively together to offer a meaningful presence when it’s most needed. Their professional capabilities, emotional support and thoughtful strategies are available to help you navigate key milestones that can occur in your life, business or career, including:

  • A substantial liquidity event, such as the sale of a professional practice or business
  • Receiving an inheritance, or taking control of a substantial 401(k) or IRA
  • Financing an education or second home
  • A decision to retire, change career or other life transistion.
  • The need to establish a retirement plan for your business

Life changing events such as these may be accompanied by a variety of “what if questions.” We strive to be upfront and transparent, talking you through each situation, helping you make choices that are consistent with your goals and assisting you with the implementation of your wealth management strategy. Our team approach can help reduce anxiety, while offering you a clear focus for the future.

*Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors. 
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo  are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.


We believe clear and consistent communications can create an environment where we can have frank conversations about anything that concerns you. When appropriate, we welcome your adult children into these discussions and help guide you to engage them in a meaningful way. By facilitating an open dialogue, you and your loved ones have an opportunity to get “on the same page” when it comes to your resources, your family’s money and your priorities.

Importantly, our service ethic extends to all of your family members and we believe building long-term relationships with the next generation can help ensure your legacy, while assisting them with a head start on pursuing their goals. Our customized approach is designed to go beyond investments and explore the intersection of your finances with other life priorities such as your health, home, leisure, business, and philanthropy. By leveraging the insights of Merrill, combined with access to the banking, credit and lending of Bank of America, our team can streamline the process of helping you and your family address virtually any financial need.


Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

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.

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. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • 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

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

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.

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.


    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.

      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.

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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      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.

      Adjusting your investment approach as your life and the markets change.

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