Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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Among the reasons our team chose to be part of the financial services industry, is our desire to help and educate others. This passion stems from our collective experience and the financial challenges that we, our friends, and families have experienced in the past. The Mitchell Miller Group brings shared ideas and resources to clients, offering a goals-based wealth management approach that puts you, not the market, at the center of the wealth management process: offering access to the global investment resources of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America, N.A.
Life is changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. That’s why, from the very beginning, we want to talk about your aspirations, what matters to you most, and what keeps you up at night. Are you concerned about future health care expenses for yourself or a loved one? Is college on the horizon? Are you considering the sale of a business? What do you want your legacy to be? Our advice and strategies are guided by what is most important to you, and our success is defined by your success in reaching your unique goals.
Clients at various life stages count on us to help them identify strategies to pursue their personal financial and life goals, which may include:
The Mitchell Miller Group understands the important role that equity compensation serves in building executive wealth. We also understand the unique needs and challenges corporate officers, directors and insiders face in managing their equity awards and transacting in company stock. Our team is experienced in navigating company and regulatory restrictions, managing concentrated stock positions, designing a Rule 10b5-1 trading plan, monitoring and managing awards, and ultimately developing a strategy to help insiders pursue their financial goals and priorities.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes’ “America’s Top Women Wealth Advisors” 2018 and 2019
Forbes “Best-in-State Wealth Advisors” 2018 and 2019
Forbes’ “America’s Top Women Wealth Advisors” 2019
Forbes “Best-in-State Wealth Advisors” 2019
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
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 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 we can help you create a financial approach that reflects your personality. Only then can we 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.