Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The Linke-Pearson Group is a wealth management team based in Stamford, Connecticut. We work with a select group of clients nationwide, offering customized investment strategies and precise implementation. We believe we’re different in the way we approach your needs, foster your long-term aspirations and care about your day-to-day well-being.
Our story as a team is not typical. Our senior leaders, Allan and Scott Linke, are brothers. But our family connection to Merrill Lynch Wealth Management does not end there. A member of our family was one of the original partners dating back to 1916. Since then members of our family have continuously worked at Merrill, fulfilling roles ranging from CEO to operations. We are proud to have a family-run team within Merrill Lynch Wealth Management that continues that tradition. We see our outreach as a family business – a perspective that manifests in the way we interact with client families and with our own team members.
Our sensitivity to family legacies –the sacrifices, concerns and satisfactions they entail—helps us to work effectively with multiple generations, catering to each person’s priorities and needs. We invite you to learn more about our team, our family and the ways we can help your own family members pursue their goals more effectively.
Financial advisors sometimes underscore their years of service. We’re all for experience; we have decades ourselves. But we believe in something more: wisdom. Experience means we lived through it. Wisdom means we learned from it. We believe in applying the collective wisdom of our team to help clients discern, understand and address the financial issues that impact their lives.
We are keenly attuned to helping clients avoid pitfalls. Clients look to us for timely information on changing economic environments, investment opportunities, legal and policy updates, and tax implications. We relish our roles as guides, mentors and sounding boards. We believe that a lack of communication sabotages relationships. Sometimes our role is simply to ask the right questions. This we believe leads to better outcomes. Throughout our relationships, we treat our client family with the respect and courtesy they deserve, speaking to them—not down to them.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
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.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
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.
We are fortunate to work with an accomplished clientele. Many are senior executives, current or retired business owners, or their family members. Within those relatively broad categories, each client's investor DNA is different. We are ever mindful of those differences: the issues that concern clients; the aspirations that inspire them. Communication is the core of our connection; we welcome the opportunity to speak and meet with clients as often as possible, both formally and informally.
Wealth management is more than good relationships. We are committed to creating value for clients – tackling difficult questions, unwinding complex circumstances, anticipating issues and avoiding potential inefficiencies. They look to us to help them make the best decisions they can, using analysis and tools to capitalize on a wide range opportunities. Our service model unifies the results, helping clients stay up-to-date with our course of action.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2019
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.
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.
Bank of America, N.A.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
July 15th, 2020|1:00 PM - 2:00 PM
We are excited to announce, as part of our Webinar Series, we will be hosting BlackRock, Inc. to speak on the Psychology of Investing. Presenting on the webinar will be Mark Peterson, Director of Investment Strategy and Education. We felt this is a very relevant and timely topic which will be of great interest to all. Below please find details on how to register for the WebEx.
To register for this meeting
1. Go to https://attend.webex.com/attend/j.php?RGID=rd8400761613624e86b87abe5d7580530
2. Register for the meeting.
3. You will receive a confirmation email with instructions for joining the meeting.
4. Phone number and dial in code will be included in confirmation email.
We look forward to hosting you!
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.