Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Mr. Rodgers has a deep understanding of the intricate financial needs of healthcare professionals — from financing and growing a practice, to succession planning and employee benefits. His approach is consultative and committed to excellence. First, he takes the time to listen to client financial situations, preferences and goals. Second, he delivers tailored strategies designed to pursue each client’s income and growth objectives. Then, drawing on Bank of America Merrill Lynch’s long history of healthcare industry knowledge, he strives to provide clients with a breadth of solutions, premier customer service and financial tools to assist them in pursuing both their professional and personal financial goals.
After graduating from Illinois Wesleyan University Mr. Rodgers joined the financial services industry and quickly grew into a leadership role as a Managing Associate with MassMutual Financial Group. In his role as a Consultant he focused on qualified plan design and administration. He made the transition to Private Banking where he served as a Relationship Manager overseeing client’s banking, lending and investment relationships. Mr. Rodgers’ unique, well rounded experience in investment management, lending, insurance, retirement plans and wealth management provides high-net-worth individuals, families and their businesses the insight and guidance needed to pursue their goals.
Giving back is important to Mr. Rodgers. He is the Community Involvement Lead in the Military Support and Assistance Group at Bank of America where he works with the team and various charities to build and manage events in the community for active and former service members. Outside of the office, he enjoys spending quality time with family and friends. Whether it’s finding a new trail to run or dish to cook, adventure awaits.
Illinois Wesleyan University
Personalized advice, disciplined investing and ongoing review can make this a reality.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.