Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

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The Post Group

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.

Richard Mitchell

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #680263

Marlen Munoz

Wealth Management Banking Specialist

Merrill

Sara Burns

Wealth Strategist

Merrill

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

Welcome

At The Post Group, we’ve built a talented team of financial advisors and access to specialists who work together to create a personalized wealth management strategy for each of our clients. We'll first help you gain an accurate picture of your existing wealth. Then we determine the best course of action for achieving your goals in the future.

Together, we can help create a plan that reflects your level of risk tolerance. Beyond that, we provide ongoing support that is both proactive and reactive to current market trends. You’re never alone when it comes time to make a major financial decision. Our entire team is at your disposal, and each one of us is committed to working towards the preservation of your wealth and stability.

Our team excels at number-crunching. More importantly, we value building personal relationships with our clients. We don’t just consider your assets, we consider your life: your passions, your goals, your fears, and your dreams.

Explore our site to learn more about the clients we work with and the exceptional services we provide.

Our Philosophy

We believe in a personal approach for clients with The Post Group. We work hard to educate clients so they can make smart financial decisions that can lead to lasting positive results. Often, that involves having honest conversations about creating a disciplined approach to wealth management. At other times, it might involve a simple reassurance that market volatility is impermanent and can be shouldered using backup plans.

Whatever the case, our team is devoted to treating clients like family. We spend as much time as it takes in helping clients understand their existing assets as well as their financial outlook. We also know that this sometimes needs to happen during some of life’s most difficult moments, whether it’s the loss of a loved one or an economic downturn. We’re here to listen, motivated solely by you and your family’s best interests.

Clients have come to rely on the stability and transparency of our team. We believe in providing practical advice that mitigates risk as much as possible.

We come to the office each day with a sense of purpose and genuine enjoyment of the work we do. We like working with clients, and we think you’ll like working with us.

Current clients and referrals trust us to help tackle some of life’s biggest decisions and we feel honored to be part of that journey.

Approach

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 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.

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 help you refine your investing preferences. Together, we can help customize your investment approach. 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.

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.

Capabilities

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 investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of 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 potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

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.

      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.


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      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.

      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.