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The King Group

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Meet Our 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.

Sameer Derashri

Sameer Derashri

Trust Specialist

Merrill Lynch

Matthew Eller

Matthew Eller

Insurance Associate Specialist

Merrill Lynch

Nick Foley

Nick Foley

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1190976

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

As Merrill Lynch Wealth Management Advisors, The King Group offers advice and guidance based on your goals and priorities-for yourself, your family, and your business. Our wealth management strategy places the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time as needed.

Focus On Individuals and Families

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.:

  • 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

 

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. 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.

Approach

No two investment approaches are alike because no two investors are alike. We'll examine several components — your life priorities, investment personality and financial situation — and work together to help you create a customized, actionable approach with personalized advice and measurable goals. We'll help you track progress to your goals and work with you to adjust your investment approach over time, as needed.

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 give you a sense of the full assessment and 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

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.

Upcoming Events

Social Security and You

Virtual Seminar through WebEx

August 6th, 2020|6:00 PM - 7:00 PM EDT

You’ve paid into the system for years and now it’s your turn to reap the rewards of your hard work. However, there are many rules governing when and how you can receive these funds. When you decide to collect can be a function of a variety of elements — including your current health, family history of longevity, marital status and the age difference between you and your spouse.

Join us for an informative seminar during which we’ll discuss:

  • Who is eligible for Social Security benefits.
  • What factors you should consider before starting your benefits.
  • When is the most appropriate time to start taking benefits.
  • Ways in which you can potentially maximize your benefits.

    For more information: 305.933.6208 or Karl_Angus@ML.com

    What You May Not Know About Long-Term Care

    Virtual Seminar through WebEx

    August 12th, 2020|5:30 PM - 6:30 PM EDT

    Part of living well is planning for the unexpected. Please join us for this insightful presentation regarding Long-Term Care. It is intended to serve as an introduction to long-term care, and will explore some of the costs of events and the misconceptions about funding.

      For more information: 305.933.6208 or Karl_Angus@ML.com

      Past Events

      Panic Proofed: Navigating Difficult Times

      Virtual Seminar through WebEx

      June 25th, 2020|12:00 PM - 1:00 PM EDT

      While life is full of blessings and opportunities, it can also be full of significant change and challenge, as shown by the current challenges our world is facing. Join us as Psychologist and author, Dr. Tim Ursiny and his son and business partner, Zach Ursiny help us understand the normal human reactions to difficult, fearful and changing times. They will equip us with the insights and skills necessary to de-stress, recharge and focus.

        Transforming World! The World after Covid

        Virtual Seminar through WebEx

        July 8th, 2020|3:00 PM - 4:00 PM EDT

        We welcome you to join a virtual seminar on the Transforming World! We’re pleased to have Felix Tran, Thematic Strategist for BofA Global Research, joining us who will discuss:    • A “Transforming World” framework: Earth, Government, Innovation, Markets & People   • 5 themes for the world after COVID -Geopolitics & Peak Globalization -Tech Wars -Big Government -Health the new Wealth -The New Consumer.  Other themes covered also include: Big Data & AI, Cybersecurity, 5G, Climate Change, Future Food and more…



        *BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

          Nutrition and Your Immune System

          Virtual Seminar through WebEx

          July 16th, 2020|4:00 PM - 5:00 PM EDT

          Given the current circumstances, it is more important than ever to know how nutrition impacts our body and what we can do to keep our immune system boosted. Join us as Dr. Chadwick provides us with an informative presentation on easy, safe, and effective ways to strengthen our immune system.

            Your Financial Approach

            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.

            FAMILY
            Taking care of your family and other people in your life
            • Trust & Estate Planning Services4
            • Education Funding1
            • Insurance3
            HEALTH
            Planning for healthcare expenses now and in the future
            • Long-term Care Insurance3
            • Health Savings Account2
            • Disability Insurance3
            HOME
            Upsizing, downsizing, remodeling or buying a vacation home
            • Home Loans2
            • Home Equity Lines of Credit2
            • Securities-Based Lending2
            • Credit Cards2
            WORK
            Working in retirement, selling or starting a business
            • Bank of America Business Banking2
            • Exchange Funds1
            • Concentrated Stock Management1
            • Succession Planning1
            LEISURE
            Spending your free time in meaningful ways
            • Credit Cards2
            • Securities-Based Lending2
            • Structured Lending2
            GIVING
            Volunteering, mentoring others and giving to charities
            • Donor-Advised Funds4
            • Private Foundations4
            • Charitable Trusts4
            FINANCE
            Using your finances to bring it all together
            • Merrill Investment Accounts1
            • Investment Advisory Accounts1
            • Alternative Investments1
            • Exchange-Traded Funds1
            • Mutual Funds1
            • Closed-end Funds1
            • Fixed Income Products1
            • Options1
            • Annuities3
            • Impact Portfolios1
            • Market-Linked Investments1
            • Securities-Based Lending2
            • Margin1
            • Home Loans2
            • Bank of America Checking and Savings Accounts2
            • Credit Cards2
            • Online Account Access1,2

            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.

            Staying on Track

            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.


            Periodic 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.


              Monitoring 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.

              Wealth Management Your Way

              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.


                Merrill_Capabilities_Brochure.png  

                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.

                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.