The best time to talk to a Merrill Advisor?  Yesterday.
The best time to talk to a Merrill Advisor? Yesterday.

For over 100 years and through countless market turns, we’ve seen it all. With world class insights, cutting-edge technology and a personalized plan, we can help you get to the other side. Don't just ride it out. Ride with the bull. Ride with Merrill.

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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.

Reham Asaad

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #633262

Dayana Medevsky

Wealth Management Banking Specialist

Merrill

Samantha C Sylvester

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

No matter your current level of wealth, making decisions about your financial future can be daunting. That’s why we believe it’s important to select a wealth management team that understands your financial priorities and looks at wealth from your perspective.

McGee & Associates Wealth Management is committed to helping you think strategically about wealth and what you want to accomplish with it. Our team shares a common goal: to provide prudent financial advice and guidance, tailored to individual goals and circumstances, for every stage of your life. 

We know it can take time to prosper, so we focus on building long-term client relationships. Over time, we can help you adjust your wealth management strategies to address life challenges and take advantage of opportunities. Along the way, we’ll offer financial education and encouragement to help you stay the course.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

The Difference

Our clients are diverse. They include professionals, business owners and executives from varied cultural backgrounds, at different life stages, with wide-ranging financial goals. Some inherited their wealth; others earned or are still creating it. Some hope to travel the world in retirement, while others look forward to starting a family or buying their first home. 

We’re genuinely curious to learn what makes each client unique. That’s why we take the time to cultivate authentic relationships where we get to know clients and their families on a deep, personal level. 

Our approach to client relationships is collaborative. As your financial advisors, we will work side-by-side with you to offer financial education and motivation. Our mission is to lead the way in helping you develop the skills to make informed wealth management decisions.   
 
We encourage conversations where you can speak openly and honestly about your life and finances. By understanding what matters most to you, we can help you design a personalized pathway to pursue your wealth management objectives. 

 

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.


      Merrill_Capabilities_Brochure.png

      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.