The Tyler Group

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The Tyler Group

Wealth Management

Our focus is on you. Each one of us is dedicated to client service. We strive to anticipate your needs, do what's necessary to get you answers to your questions, and make sure you understand the strategies we recommend.

Meet the Team

Supported by the global resources of Merrill Lynch, our team comprises talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

R Clifton Tyler

R Clifton Tyler

Senior Consultant

770.858.1235
Ryan W Tyler

Ryan W Tyler

Wealth Management Advisor

770.858.1213
Theresa E Mcanally

Theresa E Mcanally

Registered Senior Client Associate

770.858.1233

Additional Resources

The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

Jeffrey Hyman

Jeffrey Hyman

UHNW Insurance Specialist

Alyson King

Alyson King

Senior Wealth Management Lending Officer

Where do we begin? It starts with you.

At Merrill Lynch, 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

Cultivating Understanding and Committed to Earning Your Trust

With over five decades of collective financial services industry experience, The Tyler Group has been helping individuals and their families, business owners, doctors, lawyers and other professionals preserve, build and transfer their wealth using a process that builds an investment strategy on a solid foundation of financial goals and objectives.

We believe approachability and consistency are the keys to building long-term relationships with you. We strive to anticipate your needs, do what's necessary to get you answers to your questions and use our knowledge and insight to deliver appropriate recommendations.

Get to Know Us

The Tyler Group is a multigenerational team with five decades of collective financial services industry experience. Cliff Tyler began his career with Merrill Lynch in 1978 and formed The Tyler Group in 2003 with his son, Ryan.

Our focus is on you. Each one of us is dedicated to client service. We strive to anticipate your needs, do what's necessary to get you answers to your questions, and make sure you understand the strategies we recommend.

Helping to Take the Emotion Out of Financial Decisions
The acquisition and management of significant wealth often brings a certain degree of emotion along with a complex set of challenges. We help you confront and understand these challenges by establishing a clear, goal-based wealth management strategy designed to help you determine—and then pursue—your financial objectives.

We are committed to helping you invest and strategize the way institutions do: with a focus on economics, in order to help you make rational decisions about managing your wealth. We concentrate on helping you meet your individual, complex needs and bringing clarity to the wealth management process. Whatever your goals may be, we can help you develop strategies designed to move you toward them.
Wealth Management Strategies Designed to Help You Move Forward
We are avid listeners—and take the time to really understand your current needs and concerns about managing your wealth and ideas for the future. To help you hone your vision, we use the Merrill Lynch wealth management process, a disciplined, five-step method of gathering information, organizing a targeted strategy and, ultimately, helping to suggest an investment portfolio designed to pursue your needs.

The process is essential to helping you identify goals and craft strategies you can use to pursue them. It includes a regular progress review that helps keep your portfolio aligned with your goals, time horizon, liquidity needs and risk tolerance following shifts in the markets and your life.
Using Research to Identify and Evaluate Potential Investments
When seeking potential investment directions that align with your wealth management strategy, we search both within and beyond the bounds of Merrill Lynch.
  • BofA Merrill Lynch Global Research—provides us with in-depth information on stocks, bonds, global economics and investment strategy
  • Investment Management and Guidance Group—analysts who perform rigorous due diligence on third-party products, services and asset managers
  • Personally interview the portfolio managers under consideration, whenever possible, before adding them to our investment roster
  • The RIC Report—a monthly digest published by the Merrill Lynch Research Investment Committee that highlights significant strategic and tactical investment themes and provides asset allocation guidelines

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.  BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’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. 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.

Let’s Have a Conversation

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.

Why Merrill Lynch?

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.


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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 financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

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.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.