Taking care of your family and other people in your life
- Trust & Estate Services4
- Education Funding1
If you are an executive, business owner or entrepreneur, your time is not your own. At the Hunter Group, we appreciate the many demands on your time—both professional and personal. We look to help you tackle multiple facets of your financial life so that your wealth functions more smoothly—for you, your business, and your loved ones. We’ve advised a number of accomplished executives and entrepreneurs, so we know the issues you are likely to encounter. Significant wealth IS different, in its scale, opportunities, and challenges. We believe we are specially positioned to help clients navigate the intersection of growth and value within their businesses, yielding a more cohesive and satisfying whole.
Every member of our team is committed to you and your success. Our client relationships tend to be deep, intensive, and long-lasting. We value who you are as a person – not simply as a client. We also offer the technical knowledge and insight to tackle the intricacies of substantial wealth, while remaining focused on what really matters to you and your family. Your priorities become our own.
We believe we are a different kind of team, serving a different kind of client. Together, we build a powerful synergy of purpose and effort, helping you pursue the outcomes you desire.
Your business is much more than your assets and liabilities. We appreciate the hard work, ingenuity, and sacrifice that you have poured into your work. We’re attuned to the emotional component of key decision points, as well as the economic factors that frame these decisions.
We believe strongly in the value of “balanced wealth,” a mindset that encompasses the multiple touchpoints of wealth within your family, career, health, philanthropy, and aspirations. We appreciate that wealth decisions are ultimately people decisions. We strive to support you and your loved ones in pursuing the positive outcomes of wealth, while circumventing its challenges.
We have built our team with the unique needs of business owners in mind. We offer a deep bench of advisors, specialists, and service professionals, committed to the highest levels of client satisfaction. We’re restless in pursuing differentiated outcomes for the clients we serve. Clients looks to us to deflect the headwinds they encounter, smoothing their path toward the timely resolution of issues.
We also offer valuable connectivity, both inside and outside the firm, helping clients capitalize on a wide range of resources at their disposal. Forward looking, we maintain clear communication with a client’s external tax and legal advisors, as appropriate, forging steady progress toward meaningful goals. Above all, we ground our approach in ongoing dialogue and effective collaboration, privileged to support a client’s ‘growth engine’ that is founded on a client’s unique talents and strengths.
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Focus, we believe, is critical to success. That’s why as a team, we devote intense energy to our process, striving to execute at the highest levels. We recognize that there are many moving parts to your wealth. Complex balance sheets do not intimidate us—we’ve tackled many of them before. By following a robust and methodical process, we believe we facilitate better outcomes for you and your loved ones.
We’re particularly skilled in helping executives and entrepreneurs lay out a clear path designed to maximize multiple facets of their wealth. For executives, the path may involve in-depth strategy relative to their compensation and portfolio design. For business owners, the path may involve transferring the business to the next generation or monetizing the business to establish a steady cash flow. Your legacy, of course, extends beyond the walls of your business. We also help you delineate your values and vision for your loved ones, instilling the knowledge and habits that can foster strong stewardship across generations. Throughout our interactions, your privacy is extremely important to us. We approach your relationship with the sensitivity and empathy we would want for our own families.
If you anticipate a significant inflection point in your wealth, please reach out to our team’s founder and senior leader, Wes Hunter, at 407.333.8326, firstname.lastname@example.org. We believe we can connect you to some new ideas to expand your opportunity set, broaden your network, and lay the foundation for the months and years ahead.
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.
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2018
The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience 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.
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 Services 1 and Education and Plan Services 2 appropriate for your plan.
1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). Merrill 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. Please refer to the Fiduciary Advisory Services Brochure for information on the program including a description of the series and related fees.
2 Education and Plan Services are non-fiduciary services required for Advisor Alliance clients and optional for MLII clients.
3 IPS service is not available for FAS Discretionary. The plan sponsor is responsible for the approval and final adoption of the IPS.
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.
Personal Retirement Strategy is an online investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Inc. (“MLPF&S” or “Merrill”) that uses a probabilistic approach to determine the likelihood that participants in the program will accumulate sufficient total assets to achieve their annual retirement income goal. The recommendations provided by Personal Retirement Strategy 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 Personal Retirement Strategy. Participants should carefully review the explanation of the methodology used, including key assumptions and limitations, as well as a description of services and related fees, which is provided in the Personal Retirement Strategy Brochure (ADV Part 2A). It can be obtained through Benefits OnLine or through the Retirement Benefits Contact Center.
Advice Access is an online investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Inc. (“MLPF&S” or “Merrill”) that uses a probabilistic approach to determine the likelihood that participants in the program may be able to achieve their specified annual retirement income goal and/or to identify a potential wealth outcome that could be realized. 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 as well as a description of services and related fees, which is provided in the Advice Access disclosure document (ADV Part 2A). It can be obtained through Benefits OnLine or through the Retirement Benefits Contact Center.
Merrill 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.
IMPORTANT: The projections or other information shown in the Advice Access program 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.
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 ourselves, 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 help make the broad capabilities of Bank of America Corporation feel more accessible.
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, risk tolerance, and the cost associated with the recommendation. Finally, we track and follow up on the plans’ progress and make necessary adjustments to help 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!
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.
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.
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
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.
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.
Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including: