The best time to talk to a Merrill Advisor? Yesterday.

The best time to talk to a Merrill Advisor? Yesterday.

For over 100 years and through countless market turns, we’ve seen it all. With world class insights, cutting-edge technology and a personalized plan, we can help you get to the other side. Don't just ride it out. Ride with the bull. Ride with Merrill.

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Wright & Associates

Wealth Management Advisors
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Merrill Lynch
Wealth Management

Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

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.

Felton Wright

Forbes “Best-in-State Wealth Advisors”  2019 - 2022

Click here to learn more about advisor recognitions

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.

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.

Allison Mulgrew

Wealth Strategist

Merrill

James Camarda

Alternative Investments Regional Specialist

Bank of America, N.A.

Heather Jackson

Wealth Management Banking Specialist

Merrill

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

Welcome

Utilizing a team approach, Felton Wright, Amy Eaton, Jamie Wright and Tony Guerra along with Client Associates Erin Turner, Sarah Paulson, and Kim Ritchey are able to focus on every aspect of a client’s financial life. Serving high net worth individuals and small businesses around the country, the team concentrates on investment management, estate planning services, asset preservation, retirement planning, and tax minimization strategies in collaboration with your tax professionals.

Whether a client is a small business owner, working professional, professional athlete, or retiree, the team understands that each client requires an individually crafted and actively managed portfolio to meet constantly changing financial needs. The team often collaborates with a client’s CPA and attorney to help ensure that issues that could affect a client’s wealth management plan are identified. When constructing portfolios, the team believes that every portfolio should match the asset allocation with the risk tolerance of each client in order to attain set goals.

With every client, the team comes together with over 100 years of combined industry experience to help meet set goals while striving to maintain the highest service standards. Felton is proud that the team’s growth has almost entirely come from referrals from existing clients. Wright & Associates frequently works with third and fourth generations of families, as the team has become a trusted part of their lives.

Philosophy

We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

Capabilities

Using the broad investing resources of Merrill, we can also assist with potential solutions for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.

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

Focus On High-Net-Worth Individuals and Business Owners

We  offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances.

No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:

  • 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 and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals
We'll also draw on our industry knowledge and experience to offer:
  • Potential risk management solutions
  • Trust and estate planning services
  • Potential wealth management solutions
  • Access to Bank of America for your credit and banking needs
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.

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.

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    #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.

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      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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      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.