Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Chipps group was founded with the goal of delivering the vast resources of one of the world’s largest wealth management firms with all the intimacy and personal service of a small boutique. Many clients are wealthy individuals and their families, usually having between $2-50 million in investable assets, who were referred to us by other clients or by professionals outside of our industry. We also represent corporate clients and not for profit organizations. Clients come to us for professional advice and guidance due to major changes in their personal or family’s financial situation. Their needs have become more sophisticated and complex and they believe they could benefit from having a financial resource in the process. We work closely with their outside professionals to help ensure that their tax and estate planning activities are aligned with their personal and financial goals.
The Chipps group is privileged to often work with the 2nd and 3rd generation of a client's family. Sensitivity to client needs and conscientious attention to detail are the hallmarks of our group and we have received numerous awards for service excellence and financial advice. Our goal is to educate clients, simplify their lives and help them gain a better understanding of their financial situation. Our strength is in anticipating issues and providing strategies for risk or uncertainty in client’s financial lives. Our job is to worry for clients so they don’t have to.
The Chipps Group is committed to providing a first-class financial services package to a limited number of high net worth individuals, families and small businesses. For one inclusive asset-based fee, we offer individualized wealth management planning, estate planning services, portfolio management and cash management services. We develop long-term relationships with our clients, in some instances working with two and three generations of the same family. Our growth comes from referrals from satisfied clients, their accountants and attorneys.
We are extremely selective in accepting clients into our practice. It is very important for us that our clients enjoy working with us, have reasonable long-term goals, and share our philosophies on wealth management and investing. We extend our extensive knowledge only to those who can benefit from establishing an exclusive, long term and loyal association with us at Merrill Lynch Wealth Management.
Some highlights of our approach are as follows:
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies 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.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment we can customize financial strategies together. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
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 strategy 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 give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.
We're fully versed in the many issues that affect wealth management. No matter what your short- and long-term goals may be, we'll begin by getting to know you as we explore the following seven priorities together:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 & 2019
Forbes’ “America’s Top Women Wealth Advisors” 2017, 2018 & 2019
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.
Structured Credit Specialist
Wealth Management Lending Officer, NMLS #451116
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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.
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 you stay on track to achieve what's most important to you.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.