The Cody Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
The Cody Group helps clients build, manage and preserve their wealth, while consistently providing the highest level of service and integrity. We focus on wealth planning for a select number of successful individuals, families, and charitable foundations.
As of April 2024, we oversee $2.1 billion in client assets through strategies that include tax-efficient investing, wealth transfer planning, and concentrated equity strategies.
The Cody Group has been working with clients at Merrill since 1972. Our goal is to help our clients build and manage and preserve their wealth, while consistently providing the highest level of service and integrity. Our approach is predicated on the belief that substantial wealth has distinctly different needs and deserves a substantially different level of care.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
