Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

Wynn-Lindenauer Group

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Merrill Lynch
Wealth Management

As a mother-son team in the financial services industry,
we believe we are a rarity.
As a team who genuinely understands and appreciates
the dynamics of money in a family environment,
we believe we are exceptional.
FAMILY. INTEGRITY. DEPENDABILITY.

As a mother-son team in the financial services industry, we believe we are a rarity. As a team who genuinely understands and appreciates the dynamics of money in the family environment, we believe we are exceptional. At the core of our team is a family bond, along with one of respect and joy in each other's lives. This bond drives us to be better individuals, better family members, and better advisors.

EXPERIENCE. COMPETENCE. DEDICATION.

Our work begins with your vision of the future: where you see yourself and your family in the years to come. Using a sophisticated, collaborative approach backed by ongoing continuing education, we help you clarify your vision, prioritize your financial objectives, and organize a strategy you can use to pursue them as we guide you along the way.

Our collaboration and attention to detail extend beyond our relationship with you. With your permission, we coordinate our efforts with those of your other professional advisors, to structure a united team designed to keep you moving forward, and help you address factors that may increase risk.

Philosophy

Products, individual stocks, and investments come and go. A solid investment philosophy, however, is the foundation for each strategy we recommend. Our philosophy has been honed through decades of experience, in both good markets and bad, and can be distinguished by six key tenets:

CALCULATE RISK

Instead of simply asking how much risk you can tolerate, we believe in evaluating risk in the context of your specific personal wealth management strategy. This helps us to determine the minimum level necessary to help you pursue your vision.

DIVERSIFY

Genuine diversification is more than mixing various assets in a pie chart -- it is diversifying among the many types of risk. Beyond just the potential loss of principal, risk may be due to currency exchange, liquidity restraints, changing interest rates, credit worthiness, and more. It's critical to analyze each type of risk -- and allocate assets accordingly.

CONSIDER PURPOSE

Not all assets serve the same purpose; they should be managed according to the appropriate objective.

BE AGNOSTIC

We firmly believe that investment choices you make should be product and firm agnostic, and that strategies should be built on freedom of choice -- from within Merrill and beyond.

THINK GLOBALLY

The world is getting smaller every day, which means more potential opportunities exist outside the United States than ever before.

BE DEDICATED

Investing is a marathon, not a sprint. Ongoing due diligence and education require a discipline that has no maturity date.

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. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We 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

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.

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.

Laurie Wynn

Forbes "Best-in-State Wealth Advisors" 2021
Published on February 11, 2021. Rankings based on data as of June 30, 2020.

Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Forbes "America's Top Women Wealth Advisors" 2020 and 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Get To Know Us

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.

Past Events

Monthly Market Thoughts

January 12th, 2023|4:00 PM - 4:15 PM EST

Please join us for our next session of the Monthly Market Thoughts call on Thursday, January 12th at 4:00 PM eastern. This edition will once again be a 15 to 20 minute conversation taking place over our conference line, with the continued goal of making that time well spent with digestible and current content.

    NFTs: What do we need to know?

    August 30th, 2022|4:00 PM

    In March 2021, famed art-house Christie’s sold an NFT for $69 million, causing an industry-wide ripple effect that landed NFTs at the front and center of a global conversation. Since then, we’ve seen tweets sell for millions, videos garner the price of mansions, and trading cards make an international comeback.

    But the field is still relatively new, there are many questions to be answered, and a whole lot to be demystified. That’s why we’ve invited back BofA Global Research digital asset analyst Andrew Moss to join us for a video deep-dive into NFTs, and what we need to know about them as investors.


    *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.

      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.

          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.