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Merrill lynch

The Morris Sevier Group

Wealth Management
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Merrill 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.
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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:

  1. Retirement Analysis
  2. Education Analysis
  3. Disability Analysis
  4. Life Insurance
  5. Estate Planning Needs
  6. Liability/Debt Management
  7. Long-Term Care Analysis
  8. Investment Risk Analysis and Management
  9. Cash Management
  10. Concentrated Stock Analysis
  11. Charitable Giving Strategies
  12. 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.

Robert M. Valencia

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #455305

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.