Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The clients we serve deserve our highest esteem. They are diligent, smart people who have generated wealth in many different ways, yet share a common thread: a high degree of complexity in their financial lives. Our team offers advice and guidance across the spectrum of wealth management to high-net-worth individuals, affluent families, successful business enterprises and select nonprofit organizations.
Our list of clients includes, but is not limited to, senior executives of public and private companies, entrepreneurs, ranchers, former business/land owners who experienced substantial liquidity events and finance professionals, such as investment bankers and venture capitalists. Our business is national in scope. We are proud of our ability to maintain close, constructive relationships with people who live and work all over the country—coast to coast, border to border.
To those who would like to learn more about our wealth management philosophy, we invite your inquiry.
Understanding and connecting with what makes you unique is how we form the foundations of our working relationships. These relationships are the catalyst for the customized financial advice, guidance and strategic thinking we offer.
We are committed to making a tangible difference in clients' financial lives. We strive to do this by positioning our team as a trusted source of information diagnostics that can have a direct impact on the quality and depth of the financial decisions you make.
To this end, we employ a goals-based wealth management process that is deeply rooted in behavioral finance to align financial decision making with behavioral inclinations, resulting in an investment journey that has a holistic approach to wealth management.
Experience, knowledge and high esteem for clients—these are the distinctive traits that we believe set us apart and will impact your client experience with us.
We follow a rigorous process of discovery and implementation, building on the Merrill Lynch wealth management process that begins with an initial discussion. This is a first chance for you to interview us, and for us to interview you. It is a listening opportunity so we can mutually formulate some thoughts about "fit," your needs and our strengths, and your financial objectives.
We believe our services are most valuable to clients with complex wealth management needs who are looking for insight beyond stock and bond recommendations. Our strength lies in using our experience and knowledge to synthesize strategies for complicated financial situations.
When addressing what's important to you and your family, as well as the legacy you intend to establish, consider these questions:
How can I establish wealth management strategies that fully realizes my intentions?
What level of sophistication and resources will I need in order to meet my goals?
What kind of philosophy, experience and commitment am I looking for in a professional relationship with a wealth management advisory team?
The JBR Group can help you formulate these answers, with investment products through Merrill Lynch and access to banking products through Bank of America.
ADVICE AND GUIDANCE
Goals-based wealth management process,
Education funding strategies, Extensive global research,
Investment personality assessment
Managing income in retirement, Managing 401(k) during job transition,
Planning for retirement, Health care expense planning,
Retirement income planning
Everyday cash management, Savings products
SOLUTION FOR BUSINESS
Liquidity and cash management, Commercial loan financing,
Retirement solutions, Succession Planning
Asset information and measurement, Client review,
MyMerrill.com®, Statements, Wealth Outlook
CREDIT AND LENDING
Credit cards, Home financing,
Home equity financing, Securities-based lending
ESTATE GUIDANCE SERVICES
Charitable giving, Insurance and annuities,
Private family foundations, Trusts, Donor-advised funds
Alternative investments, Concentrated stock services,
Equity and fixed-income strategies, Managed account programs,
Market-linked investments, Unit investment trusts, Closed-end funds
(some or all alternative investments may not be suitable for certain investors)
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Learn more about the highly engaging podcast series from Merrill Lynch
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.