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.

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Merrill lynch

Moore Harper Group

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Merrill Lynch
Wealth Management

Accessible, knowledgeable and experienced, we are committed to building and maintaining strong client relationships. We’re passionate about what we do and we bring that passion to helping every client make what may be the most important financial decisions of their lives.

Welcome

Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

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.

Capabilities

We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. We work with you to develop a customized financial approach, drawing on the best thinking of our firm, to help you with your financial future. We will make it clear what you’re paying for and what you’re getting. As your life needs and market conditions change, we can meet to help make sure you’re on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

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.

Margie Moore

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

Forbes "Best-in-State Wealth Advisors" 2018 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

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.

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.

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.