Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Merrill Lynch

The Linke-Pearson Group

Wealth Management

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Merrill Lynch
Wealth Management

We recognize that continuity is important—not only for each client, but for his or her children and grandchildren, too. That’s why our team includes different generations of advisors, mirroring the make-up of the families we serve. We think a client’s wealth strategy is too important to reside wholly with one individual; we collaborate so that clients have robust coverage for their needs.
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Our Family Serving Yours

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 management 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.

We are pleased to be named to the Forbes “Best-in-State Wealth Management Teams” list, 2024 and 2023 as a member of the The Linke-Pearson Group.

Published annually in January. Rankings based on data as of March 31 of prior year.

Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 

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Dedicated in Pursuit of Client Goals

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.

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Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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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.

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Philosophy

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. Calculating how to manage 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? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

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Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

In-Depth Relationships Focused on Client Needs

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.

  • We don’t use the term ‘family’ lightly. We see our lives as having three interconnected families – our personal, work and client family. We’ve built our team selectively and incrementally, creating this family of team members with experienced skills and abilities. We combine warmth with structure to provide support and guidance to clients.Allan Winthrop Linke

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

We will help you organize your financial life to achieve what’s most important to you and your family.

How we help clients prepare for the joys and challenges of retirement.

Merrill Personal Wealth Analysis® can help us build and document your personalized plan, centered on your goals and focused on what you want to achieve.

What does it mean to be Bullish?

How we can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked so hard to build.

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.

Allan Winthrop Linke

Forbes "Best-in-State Wealth Advisors" 2019, 2020, 2021, 2022, and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Michael Pearson

Forbes "Best-in-State Next-Generation Wealth Advisors" 2022 and 2023
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

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.

Jeffrey Wiedmann

Wealth Strategies Advisor

Bank of America, N.A.

Anthony Spaziani

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #589601

David W. Waldo

Employee Benefits Specialist

Bank of America, N.A.

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.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.