Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

The Cusick/Catton Group

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Merrill Lynch
Wealth Management

Designed to be Different
Experience. Acumen. Empathy. Three reasons generations of affluent client families turn to us, stay with us, and continue to refer others.
Our Desire is for you to Succeed

Life is a series of challenges, both welcomed and unexpected. The Cusick Catton Group is committed to helping you meet financial challenges at every stage of life. Whether your focus is on retirement, funding an education for children or grandchildren, transitioning wealth to future generations, providing lifetime care for a family member with special needs – or all of the above – we will work with you to design thoughtful, objective strategies tailored to your individual goals. 

We built our team from the ground up to align with the needs of accomplished families. We formed our team to remedy a critical shortcoming. Too often, there exists a gap between strategy and execution. Affluent families may have excellent frameworks to build and transfer wealth, but little follow-through. Or they may pursue a multitude of initiatives, but fail to knit them together with coordination and deliberation. The Cusick Catton Group seeks to bridge and bolster both spheres: strategy and implementation, forethought and follow through.

The Cusick Catton Group believes every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch Wealth Management, we’ll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you. We are an engaged conscious team with the personal and professional experience to address a wide range of wealth management needs. With access to the investing insights of Merrill and the banking conveniences of Bank of America, we will work with you to develop strategies that are designed to address your priories and financial needs.

Understanding a Transforming World

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

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.

Understanding the Many Contexts of Wealth

The families we serve recognize that true wealth extends well beyond investment reports and financial statements. We advance a holistic approach to wealth that is broad in its vision and highly personal in its delivery. We seek to help families build their own value propositions around their wealth, integrating the factors that matter to them and the people they care about: time, health, opportunity, faith, family, and philanthropy. We are deeply committed to helping families translate their wealth into actions and decisions that advance their goals, align with their values, and propel their success.

Focused on Client Outcomes

We have spent our careers navigating the issues and opportunities that wealth entails. Our experience and practical insight intensify our value, helping clients capitalize on efficiencies, avoid pitfalls, and chart their paths forward. Our investment team applies their analytical talents and broad investment acumen to design customized portfolios that reflect the individuality of each client’s circumstances, timelines, and objectives.

The Cusick Catton Group is committed to providing personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained wealth management advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you track its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America.

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A Collaborative Mindset

We recognize that sophisticated clients require a range of resources. We espouse a cooperative approach, integrating the efforts of a clients’ external tax and legal advisors, as appropriate. Our team’s background in trust and estate planning services, tax-sensitive investment and wealth transfer initiatives, and law enhance our ability to engage effectively with a client’s wider team, facilitating robust communication and careful execution.

As advisors, we value transparency and clarity, offering a detailed process designed to preserve, grow, and transfer wealth effectively. We savor the opportunity to interact with clients frequently, both formally and informally. Above all, we relish our ability to demonstrate our client focus; we are driven to exceed expectations.

Our team draws upon the combined talents, experience and efforts of our team. The breadth of our group enables us to provide clients with in-depth knowledge within an intimate, attentive framework that is highly focused on their needs. The immediacy of this relationship, combined with the scope of our services, creates a powerful dynamic that seeks to enhance, organize, and streamline clients’ financial lives.

We invite families who have complex wealth management needs to discuss their goals relative to our capabilities in more detail.

  • Boutique-like service with the relentless commitment to transparency and customized strategies. The Cusick Catton Group is dedicated to helping you pursue your goals for today while developing wealth strategies designed to support your family members for the years to come.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Colleen E Cusick

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Forbes "America's Top Women Wealth Advisors" 2021
Published on March 24, 2021. Rankings based on data as of September 30, 2020.

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.

Donald E Hinton

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #455106

Samantha C Sylvester

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.