Petrie Group

Merrill Lynch Wealth Management
650 Peter Jefferson Parkway
Suite 350
Charlottesville, VA 22911
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The Petrie Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Petrie Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Brock Petrie
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Us
Welcome

How We Work: Our Goals-Based Wealth Management Process

  • Assess Your Situation
  • Clearly Articulate Your Needs & Goals
  • Define & Refine Appropriate Strategy
  • Implement Customized Recommendations & Strategies
  • Review Progress To Goals & Needs
What We Do: Create, Build, Preserve and Distribute Wealth
  • Manage Investments & Cash Flow
  • Control Liabilities
  • Asset Allocation & Diversification Management
  • Tax Exposure Minimization
  • Insurance Coordination: Life, Disability, Long-Term Care
Liability
  • Retirement Asset Distribution
  • Estate & Trust Planning Coordination

Among the clients served are: Members of the Medical, Legal and Academic/University Communities; Successful Business Owners; Affluent Divorcees and Widows; Successful Executives & Salespeople.

For those with portfolios of a half a million or greater, we welcome the opportunity to explore how we may be able to assist you.
Simplify Your Life – Enjoy Today, Plan For Tomorrow – Be Disciplined

About Us
Welcome

How We Work: Our Goals-Based Wealth Management Process

  • Assess Your Situation
  • Clearly Articulate Your Needs & Goals
  • Define & Refine Appropriate Strategy
  • Implement Customized Recommendations & Strategies
  • Review Progress To Goals & Needs
What We Do: Create, Build, Preserve and Distribute Wealth
  • Manage Investments & Cash Flow
  • Control Liabilities
  • Asset Allocation & Diversification Management
  • Tax Exposure Minimization
  • Insurance Coordination: Life, Disability, Long-Term Care
Liability
  • Retirement Asset Distribution
  • Estate & Trust Planning Coordination

Among the clients served are: Members of the Medical, Legal and Academic/University Communities; Successful Business Owners; Affluent Divorcees and Widows; Successful Executives & Salespeople.

For those with portfolios of a half a million or greater, we welcome the opportunity to explore how we may be able to assist you.
Simplify Your Life – Enjoy Today, Plan For Tomorrow – Be Disciplined

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.
Concerned about how to manage 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? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

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

Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:

  • 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 others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

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.

Meet Our Team
Brock Petrie, CFP®,CPFA™
Senior Vice President, Wealth Management Advisor
434.984.4778
Laura Fraser, CFP®
Relationship Manager
434.984.4772
Jessica E. Bates
Wealth Management Client Associate - Resident Director Assistant
434.984.4767
Bryan Vides
Merrill Financial Solutions Advisor
434.327.4027
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.
Tamana Hakimzada
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

About Merrill
Fresh perspectives

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.