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

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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.

Michael Duffy

Private Wealth Strategist


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

Why some of the world's most aflluent families turn to The JET Group

Exceptional wealth is complex and demands constant attention and monitoring, creative thinking and timely action.

Few teams have the global experience, disciplined processes, core competencies and comprehensive resources at their disposal that we do. We believe this is why many of the world’s affluent families, leading attorneys, CPAs, investment bankers and other Financial Advisors turn to us for assistance. They seek us because of our reputation—they stay because of our service.

We want your expectations and standards to be high— because this makes us even more committed to excellence and strengthens our practice for all of our clients.

Wherever in the world you intend for your goals to take you, let us earn the right to help you—because chances are that we have been there before. 

Exclusive Focus on Families

The JET Group serves the financial needs of a select number of globally-oriented families who share wealth-connected similarities, but whose origins of wealth are as diverse as the individuals themselves. We serve families who:

■ Desire a strategy-based approach to wealth management from a team of highly experienced professionals.

■ Seek solutions-based guidance on the complex issues affecting their family members’ futures.

■ Find value in working with us across multiple wealth management disciplines and services.

OUR CLIENTS come from an elite roster of business owners, entrepreneurs, senior corporate executives, privately held businesses, professional athletes and entertainers, and principals of other financial services organizations, including hedge funds, registered investment advisory firms and investment banking boutiques.

We offer you our skilled insight, unwavering and highly personal service, combined with the global investing resources of Merrill and access to the banking strength of Bank of America. We strive to help you and your family:

■ Simplify your financial life and give you the freedom to pursue your personal passions.

■ Position yourself to better pursue your goals.

■ Understand complex financial concepts and global events and show you how they relate to your financial outlook.

■ Recognize an array of wealth management-related risks and help you strategize accordingly.

OUR GOAL is to create a client experience that goes far beyond your expectations in a consistent, client-centric, cost-effective manner.

As part of Merrill, we can provide a gateway to one of the largest wealth management firms in the world, with demonstrated leadership in global markets, corporate and investment banking, and risk management that few other firms can match.

Guiding Principles

■ We are dedicated to our primary goal of helping families like yours preserve and grow their capital to help meet their needs today, and share a legacy with future generations.

■ We use a disciplined, flexible risk management process designed to smooth out returns over market cycles. Structurally agnostic portfolios are constructed with a focus on investments that are not highly correlated, with a goal of helping clients explore ways to minimize downside exposure. Our goal for clients is to pursue higher cumulative “real” (inflation-adjusted) returns over market cycles while dampening risk.

■ We are deeply committed to a total wealth allocation approach that encompasses all of your assets, not merely the financial ones, and which takes into consideration opportunistic investments that fit your goals.

■ We believe in the power of close, personal, long-term relationships between each JET Group team member and your family, and we take enormous pride in the fact that our clients remain with us for many years and generations.

■ We remain accessible and accountable to you at your convenience-at the times when you need us most.

■ We welcome every interaction with clients as an opportunity to listen and learn — because open communication is an integral part of customer satisfaction.

■ We prepare scheduled, detailed supernova portfolio reviews to help keep your strategy aligned with your changing objectives, risk tolerance and global events that can affect your family’s future.

■ We are committed to complete transparency in both the pricing and liquidity of the investments we recommend and wealth management services that we offer.

Our core competencies - a depth of experience for every aspect of your financial life


■ Investment strategy development
■ Portfolio construction
■ Multi-manager analysis, selection and evaluation
■ Performance evaluation and re-balancing
■ Style reviews and rebalancing
■ Private conference calls with senior portfolio managers
■ Strategic, tactical and opportunistic investing


■ Liquidity management
■ Structured investments
■ Alternative investments
■ Private equity
■ Foreign exchange services
■ Concentrated stock management


■ Asset preservation
■ Account ownership structure
■ Personal trust services
■ Life insurance consulting
■ Charitable trusts
■ Foundation administration
■ Endowment management
■ Succession planning


■ Tax harvesting strategies
■ Tax minimization strategies
■ Tax-efficient investing
■ Life insurance solutions
■ Tax-advantaged lending alternatives through Bank of America


■ Securities-based multi-currency lending
■ Customized asset-based lending solutions for major acquisitions
■ Customized residential financing solutions
■ Deposit and cash management solutions
■ Concierge, bill-paying, and other related banking services


■ Mergers and acquisitions
■ Aircraft financing
■ Marine/yacht financing
■ Sale and leasebacks
■ Investment real estate advisory
■ Capital and debt raising
■ Equipment financing
■ Private equity

1  Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.


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.


Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

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.

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.


    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.


      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.