Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
333 NORTH POINT CENTER EAST
ALPHARETTA, GA 30022-8294
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As a Merrill Lynch financial advisor, Dylan focuses on connecting all aspects of client's financial lives to help them prioritize and pursue the goals that matter most to them. Dylan works with individuals, families and businesses to understand their financial situation; help them articulate their short and long-term goals; then recommends a financial strategy that's aligned with what they want to achieve. With the vast resources at Merrill Lynch, combined with Bank of America, an extensive network of legal, tax, estate planning, banking and liability professionals are readily available to be part of the planning team.
|Dylan was raised in upstate New York, where his strong morals and work ethic was instilled in him at a young age on the family farm. In 2009, Dylan earned his B.S. in Business Administration with concentration in Finance from Mount Saint Mary College in Newburgh, NY. After graduation he began his career in the financial services industry working on Wall Street earning his Series 7 FINRA registration in 2011. He also holds the Series 63, 66 FINRA registrations. Outside the financial arena, Dylan is very active with several local community organizations and enjoys playing golf, biking, hiking and traveling with his fiancé Aundrea.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Mount Saint Mary College
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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, I can help you create a financial strategy that reflects your personality. Only then can I 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.