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Merrill lynch

The Pettibone-Salazar Group

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Merrill Lynch
Wealth Management

We are a family wealth management team serving generations of clients that deserve a sophisticated and highly personal financial approach commensurate with the opportunities and challenges they face.
Welcome

At The Pettibone-Salazar Group, our reputation for excellence has attracted a loyal and growing clientele.  We offer what many expect from a boutique-like, family office – given our ability to deliver knowledge and care in ways many clients never anticipated. Put another way, we see ourselves as a trusted and confidential resource you would introduce to your grandparents.

Who do we serve?

A select, self-made clientele that is well educated, financially astute, and strapped for time. We admire these clients for their perseverance and commitment to others. They include successful women and men in traditional and non-traditional families – talented employees at firms in the technology and other expanding sectors, individuals nearing retirement, and couples experiencing divorce. We also help companies serve their employees with 401k plans and help non-profit organizations with their endowment management, trust, and banking needs.

How do we distinguish ourselves from other financial advisory groups?

• Acumen. Our clients face myriad decisions about managing concentrated equity positions, selling their enterprises, being tax efficient, planning for retirement, and creating a legacy. Working in concert with clients, and, often their CPAs and attorneys, we deliver an exceptional measure of knowledge and know-how – from investment and retirement planning, to tax minimization and estate-planning strategies.

• Availability. Clients are like family. We encourage them to call us 24/7 – even on weekends – whenever they have important questions on financial issues.

• Attitude. We treat clients like family members. And we know them exceedingly well. We share their joy and often are invited to celebrate milestones that we’ve helped make possible.

• Respect. To demonstrate our appreciation for clients and our shared values, we plant trees each year in their honor – one tree for each current client and one additional tree for every new client that comes our way. Next year, we will repeat this effort – planting one new tree for each client we serve.

• A defined, multi-step planning process. We need to appreciate a client’s passions, their purpose for investing, and the people they care about, in addition to their goals and concerns. We can act as responsible stewards of their wealth and wishes from a genuine understanding of a client’s mindset and motivations.

Having managed clients’ money and emotions through 2000, 2008 and 2020 volatility, we feel good knowing virtually all of those clients remain with us today and referred others. We believe that’s due in large part to our ability to mitigate investment risk. Still, our focus remains on clients’ lives, not only their bottom lines.

With our team members’ ages aligning nicely with those of clients, we’ve cultivated enduring relationships in which mutual interests and experiences make conversations comfortable, rather than a formality. Our diverse ages and backgrounds also help ensure the continuity of thought and awareness that younger clients and the “next generation” of clients’ families can find beneficial.

We feel fortunate to have long memories and relationships. Speaking for our entire team, we are as proud of the referrals we receive as the results we deliver.

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.”).

Investments

We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.

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.

Ross Morand

Alternative Investments Regional Specialist

Bank of America, N.A.

Sonny Chan

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #693456

Paul Stauffer

Wealth Strategist

Merrill

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.