Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.