Women’s superpower: Investing

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

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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.

Michael H Kirvan

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

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 9, 2024. Rankings based on data as of March 31, 2023.*

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

Barron's "Top 1,200 Financial Advisors: State-by-State" 2018
Published on March 12, 2018. Rankings based on data as of September 30, 2017.

Cynthia E Pierce

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

Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*

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" 2021
Published on March 24, 2021. Rankings based on data as of September 30, 2020.

Forbes "America's Top Women Wealth Advisors" 2020
Published on April 21, 2020. Rankings based on data as of September 30, 2019.

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.

Kyle Sylor

Wealth Strategies Advisor

Bank of America, N.A.

Adam J. Ward

Retirement Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

We believe you should be fully involved in planning for your financial future. That's why the relationship with you begins by helping us determine your investment style. The team can then help identify and address individual goals that are personally meaningful to you. With a better understanding of how you think about investing, a comprehensive strategy can be designed to help you make the most of your financial resources.

Philosophy

It’s important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children’s names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what’s important to you.

Approach

Wealth Management is a dynamic process. As we focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you, your family and developing a plan. Our job is to understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. We will be here to help you make adjustments to your plan if and when necessary over time.

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.

Capabilities

It is important to know exactly where you are with your finances, where you plan to go, and how much you may need to help get you there. Drawing on Merrill’s investing insights and with access to Bank of America’s credit and lending solutions, we can offer you a comprehensive, personalized plan to help you pursue your goals. We will provide transparency on what you’re paying for and what you’re getting, as well as potential opportunities and risks. Understanding that life needs and market conditions can change, we will meet with you, as necessary, to help make sure your strategy remains on track to pursue your goals and adjust your approach for the journey ahead, as needed.

The broad investing resources of Merrill provide you with access to potential strategies for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions. In addition to traditional and alternative investments and wealth transfer solutions through Merrill, you have access to estate planning services from Bank of America. As your single point of contact we can connect with key professionals in your life, working closely with your outside advisors, such as attorneys, accountants and elder care specialists.

DISCLOSURE: Some or all alternative investments may not be appropriate for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other appropriate investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Past Events

Long Term Care Planning Webinar

March 7th, 2024|5:30 PM - 6:00 PM EST

Please join us for an informative discussion concerning extended and long term care planning. We will be joined by LTC Specialist, Adam Shifflett of Crump Insurance Services. To register, please click on the link; 

https://goto.webex.com/mw3300/mywebex/default.do?nomenu=true&siteurl=goto&service=6&rnd=0.5156629430564382&main_url=https%3A%2F%2Fgoto.webex.com%2Fec3300%2Feventcenter%2Fevent%2FeventAction.do%3FtheAction%3Ddetail%26%26%26EMK%3D4832534b00000007e8d380c22a378893c838a9b7b82441fc57fc1ac2700020d90b780824321060c1%26siteurl%3Dgoto%26confViewID%3D286095080128786101%26encryptTicket%3DSDJTSwAAAAcRDrVzub-guBMx8IiyoKFdxdrZbzNthp4AMWxozXiQgQ2%26

    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.