Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Pingleton McKinley and Associates recognizes that significant wealth brings responsibilities as well as privileges. Our mission is to help you navigate the challenges of managing your wealth so that you can enjoy it, put it to work toward your personal goals and make wise choices in creating a legacy for future generations.
Our small, highly engaged team gives you the personalized attention you deserve. We are your gateway to the investment insights of Merrill Lynch and the banking convenience of Bank of America. Our team is led by Karen McKinley, who has advised clients since 1986. She is deeply experienced in serving affluent families and individuals. By putting her knowledge to work for you, Karen can help you address your own particular needs in a variety of situations—from developing an investment strategy designed to manage risk, to business succession planning.
The Pingleton McKinley Group is sensitive to investment risk in all its forms. Asset allocation, diversification and disciplined risk managements are fundamentals for us. You will be assisted in assembling an investment portfolio that is in line with your risk tolerance, time horizon, liquidity needs and long-term goals.
Client education is at the heart of what we do. Throughout our relationship, we will strive to keep you apprised of changing market conditions so you can make informed judgments about investment risk or take advantage of domestic or global investment opportunities.
No single investment strategy suits every client's needs. We recognize that your circumstances, your financial vision, your hopes and aspirations are unique.
During our initial meetings with you, we strive to learn all we can about your lifestyle, your risk tolerance, time horizon and liquidity needs, and how deeply you want to be involved in day-to-day decisions about your portfolio. What you say about your experiences and values gives us the insight we need to help you tailor an individualized strategy.
Wealth management is a dynamic process carried out over time. We are committed to staying attuned to any changes in your personal goals or circumstances that may affect your wealth management outlook.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.