With more than 105 years of combined experience in financial services, we know and can offer to you, access to the breadth and depth of global resources available through Merrill Lynch.

About Us

Welcome

At The Hunter Group, we take a consultative and patient approach to guide clients through what are their most meaningful and often most difficult life decisions. These decisions inlcude: Growing or Selling a Business, Minimizing Taxes, Trust and Estate Planning Services, Retirement Income Planning, Investment Risk Management, etc.

Utilizing our team's diverse knowledge and combined capabilities of Merrill Lynch/Bank of America's resources, we deliver highly customized wealth management strategies for business owners, executives, and multi-generational, High Net Worth families whom often have complex needs.

We are passionate about providing a private family office and boutique feel when dealing with our clients. We cultivate relationships that go beyond stocks and bonds by implementing high touch, integrative service structure to help ensure our focus remains aligned with our client's.

We strive to become our client's #1 and most trusted Advisor.

Approach

Working with us means working with advisors truly dedicated to your success and the success of your organization. Our approach is simple, transparent and supported by insightful investment guidance. Helping you pursue your goals and the goals of your organization starts with getting to know you. Our job is to understand what matters most to you. We’ll work together to create a strategy that reflects your investment personality and is built around your priorities. You’ll have the flexibility to decide how you want your portfolio managed and understand fees associated with each offering. You’ll receive ongoing advice to help you navigate changes in your life.

Meet the Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Wesley  Hunter

Wesley Hunter

CRPC

Senior Financial Advisor

407.333.8326
Chad  Hunter

Chad Hunter

CFP

, CIMA

Wealth Management Advisor

407.333.8301
Shawn Patrick Jiles

Shawn Patrick Jiles

CRPC

, CRPS

, CKP

Senior Financial Advisor

407.333.8338
Jon  Veneziano

Jon Veneziano

Senior Financial Advisor

407.333.8322
William R Cloud

William R Cloud

Financial Advisor

407.804.6315
Stephanie L Carter

Stephanie L Carter

Registered Senior Client Associate

407.333.8320
Linette A Bell

Linette A Bell

Registered Senior Client Associate

407.333.8339
Justin T Feather

Justin T Feather

CRPC

, CRPS

, CKP

Financial Advisor

407.333.8303
Michael  Wolfe

Michael Wolfe

CRPC

, CRPS

Analyst Business Management

407.333.8332

Additional Resources

The Hunter Group is supported by talented specialists who have experience working with institutions and share a strong commitment to guiding investment programs and strategic decision making.

Jason T Albano

Jason T Albano

Trust Specialist

Jeffrey Hyman

Jeffrey Hyman

UHNW Insurance Specialist

Retirement Benefits Consultant

As Bank of America Merrill Lynch Retirement Benefits Consultants (RBC), The Hunter Group is one of a select group of highly qualified and credentialed Merrill Lynch advisors specialized in defined contribution plans who can add value to your plan by:

  • Offering access to 3(21) fiduciary services1
  • Helping you shape your investment strategies
  • Offering thoughtful advice without a proprietary investment requirement
  • Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time
  • Working with you to create a plan that is designed to drive employee engagement and positive participant behavior
  • Assisting in the delivery of employee financial wellness programs and education
  • Helping employees connect their life priorities with their finances to help them pursue what matters most to them

 

1 Fiduciary Advisory Services is an investment advisory service sponsored by Merrill Lynch. It will only be offered to defined contribution plans recordkept by Bank of America Merrill Lynch and plans recordkept by our Advisor Alliance providers. It is available for plans up to $500 million in plan assets. For more information on plan eligibility speak to your Merrill Lynch advisor.

Solutions for Institutions

BOA logo

Supporting a strong retirement plan and helping to keep it on track

We understand the retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and expertise is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

For Plan Sponsors

Your role as a plan sponsor is more challenging than ever, and it’s not something to face alone. We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you provide a strong, healthy and fully compliant program that runs smoothly, engages your employees and makes your job easier. We can help you focus on the areas that may be helpful to plan success, including Fiduciary Advisory Services1 and Education and Plan Services appropriate for your plan.2

Fiduciary Advisory Services1

  • Merrill Lynch accepts ERISA 3(21) fiduciary responsibility3 for investment advice and recommendations made in the best interest of your plan Investment Policy Statement (IPS)* and investment menu design based on your plan goals and participant needs4 
  • Comprehensive due diligence processes to identify appropriate investment opportunities 
  • Proactive delivery – online and by your advisor – of in-depth investment performance reporting every quarter 
  • Fiduciary Advisory Services Report providing plan metrics and demographics, fund analysis and market trends

Education and Plan Services2

Plan Design
  • Review of plan demographics to help keep plan on track with objectives
  • Review of plan features and services for potential enhancements
  • Coordination and implementation of new plan features and services
  • Engagement in annual plan compliance testing
Employee Education
  • Communications strategy development
  • Coordination and presentation of enrollment meetings and retirement planning seminars
  • General financial, retirement and investment information
  • Asset allocation education and interactive investment materials
Relationship Management
  • Annual plan meetings and service reviews
  • Participation in committee meetings
  • Access to thought leadership and relevant industry news and trends

 

1 Fiduciary Advisory Services is an investment advisory service sponsored by Merrill Lynch. It will only be offered to defined contribution plans recordkept by Bank of America Merrill Lynch and plans recordkept by our Advisor Alliance providers. It is available for plans up to $500 million in plan assets. For more information on plan eligibility speak to your Merrill Lynch advisor.

2 Education and Plan Services are non-fiduciary services required for Advisor Alliance plans and optional for MLII plans.

3 The Merrill Lynch Fiduciary Advisory Services Client Agreement and the related fee schedule and the Merrill Lynch Fiduciary Advisory Services program Brochure and other disclosure documents include information about the program, including Merrill Lynch’s fiduciary responsibilities pursuant to ERISA section 3(21).

4 Merrill Lynch and its representatives [or advisors] will provide investment advice or recommendations solely on a nondiscretionary basis with regard to qualified retirement plans. All discretionary and investment decisions concerning qualified plans, including which investments to offer under a qualified plan and approval of the IPS, are to be made solely by the plan sponsor. Please see the Merrill Lynch Fiduciary Advisory Services program Brochure for additional information.

For Employees

All our efforts revolve around helping your employees pursue their goals. With Bank of America Corporation’s long legacy of service excellence, we take a holistic approach to helping your employees connect their life priorities and financial priorities—in and beyond their benefit plans. By broadening our view to include an employee’s entire financial picture, both in and out of plan, we believe we can help your employees better manage and gain control of their finances.

  • Holistic approach to helping improve overall financial wellness
  • Personalized plan saving and investing advice through Advice Access1
  • Comprehensive employee education program
  • Choice of service channels – in person, by phone or self-directed online

1The Advice Access service uses a probabilistic approach to determine the likelihood that participants in the service may be able to achieve their stated goal and/or to identify a potential wealth outcome that could be realized. Additionally, the recommendations provided by Advice Access may include a higher level of investment risk than a participant may be personally comfortable with. Participants are strongly advised to consider their personal goals, overall risk tolerance, and retirement horizon before accepting any recommendations made by Advice Access. Participants should carefully review the explanation of the methodology used, including key assumptions and limitations, which is provided in the Advice Access disclosure statement. It can be obtained through Benefits OnLine® or through your representative.

IMPORTANT: The projections or other information shown in the Advice Access service regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Advice Access is an investment advisory program sponsored by Merrill Lynch. Merrill Lynch offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. All recommendations must be based on the suitability requirements of the client. Please refer to the Advice Access Brochure for information on the program including a description of the services and related fees.

Advice Access is only offered to defined contribution plans recordkept by Bank of America Merrill Lynch. For more information on plan eligibility speak to your Merrill Lynch advisor.

And More

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service myself, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can make the broad capabilities of Bank of America Corporation feel much more accessible.

Workplace Insights™ | Public Policy & Trends

Access information about the issues, laws and industry changes that are being considered and what these changes can mean to you and your employees.

We're bullish on the future. Yours.

Solutions for Individuals

BOA logo
Our Process

We start with an objective and unbiased process to take the time and understand the various dynamics in our client’s life and then help them identify and prioritize their goals and objectives.  Next, we develop an integrated wealth management strategy to provide tailored solutions to pursue each goal based on the client's time horizon, liquidity needs, and risk tolerance.  Finally, we monitor and follow up on the plans’ progress and make necessary adjustments to ensure we stay on track.

Once engaged to represent a client family, we execute on our customizable service model to deliver regular communication and exceed client expectations. 

Our team is committed to excellence and our idea of success is being present as our clients achieve their goals.

Our goal is to provide the ultimate client experience!

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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular_Reviews.jpg

Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

MonitoringChanges.jpg

Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch 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.png
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
health.png
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
home.png
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
work.png
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
leisure.png
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
giving.png
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
finance.png
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

How we help clients

Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including:

  • The retirement lifestyle they envision
  • Preparing for the cost of the best education possible for their children and grandchildren
  • Wealth transfer to the next generation
  • Establishment of their legacy through family foundations and philanthropy
  • Diversifying business interests

Join us

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs... Request an Appointment

push-top