Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The Morris Sevier Group
Wealth ManagementMerrill Lynch
Wealth Management
Refined strategies for family wealth.
The Morris Sevier Wealth Management Group supports affluent families and institutions with complex financial needs. We unite our team’s vast experiences to help each client streamline and preserve their wealth—while pursuing their greatest ambitions.
The Morris Sevier Group
Welcome
Significant wealth brings opportunity—and responsibility. After all, fostering your assets while upholding your values and preserving your family dynamics is serious work. At the Morris Sevier Wealth Management Group, we understand the unique circumstances affluent families and institutions face, so we dedicate our entire practice to supporting you.
Selecting a new advisory team is a major decision, and we honor this trust by fully committing to each client’s lifelong needs. When you work with the Morris Sevier Group, we want you to expect a different level of support, guidance, and service than you have ever experienced when managing your wealth.
We call our approach “Executive Wealth Management,” because we believe it is similar in essence to the service you find with executive healthcare:
- Proactive and outcome focused
- High-touch and hands-on
- Modern and discerning
Just as executive healthcare aims to advance health with the latest science and personalized care, our goal is to provide the same style of support for clients.
You have worked hard to create your wealth—and you deserve a team who will work equally hard to grow and preserve it
Our Promise
“Someone’s sitting in the shade because someone planted a tree a long time ago.”
-Warren Buffett
No matter what you hope to achieve, our team is here to help you foster the financial life you’ve imagined. We aim to provide lasting, measurable value from the first time we meet and across future generations.
Since our founding in 2013, the Morris Sevier Group has grown to become a group of highly educated, experienced advisors [MC1] who share a commitment to client service and advanced wealth management.
As your financial guides, we focus on providing you:
- Personalized strategies that combine experienced perspectives and modern opportunities
- Transparent guidance that adapts to changes in your financial life
- Intergenerational support that considers your family’s needs today and for decades to come
- Access to world-class resources available through Merrill Lynch Wealth Management
Our goal is to combine the attentive service of a boutique-like financial practice with the resources of a global investment firm. With our team, you can expect friendly, familiar voices answering the phone—matched with outcome-focused professionals supporting your intricate, complex financial life.
Our Appoach
As your financial life becomes more complex, your wealth management needs will often extend far beyond your portfolio. Consequently, we believe you need guidance that considers the myriad and interconnected aspects of your wealth.
From our experience, many new clients come to us after experiencing less effective support than they desire and deserve. When you join the Morris Sevier Group family, our goal is to provide you with customized strategies that reflect a full picture of your assets and ambitions.
Through our Executive Wealth Management Process, we will address 12 financial factors that may impact your current needs and future goals:
- Retirement Analysis
- Education Analysis
- Disability Analysis
- Life Insurance
- Estate Planning Needs
- Liability/Debt Management
- Long-Term Care Analysis
- Investment Risk Analysis and Management
- Cash Management
- Concentrated Stock Analysis
- Charitable Giving Strategies
- Other Identified Financial Needs
Using our findings from this analysis, we will create your Executive Summary and Wealth Management Analysis, which define the steps we will follow to support you. This living document informs our investment management, helps you know where you stand, and evolves as your needs change.
*Merrill Life Agency's California License Number 0522776
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.
Vinh Tran
Wealth Management Banking Specialist
Merrill
Aaron Deming
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637451
David Rubalcava
Wealth Strategist
Merrill
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Articles
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.
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 AdvisorTM
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.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.