Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
We have long worked with affluent individuals and families from numerous backgrounds and professions. Additionally, because of our team's particular strengths and experience, we're adept at helping to bring clear and candid wealth management to aviation professionals, medical and dental practitioners, corporate executives and small-business owners.
We can help military and civilian pilots and aircraft owners map out a "wealth flight plan" so they'll know exactly where their money is, where it could go, and how to keep more of it working.
Medical and dental professionals can rely on us to help give their finances the kind of in-depth attention they deserve. We understand the significant financial complexities of a practice, from debt management to asset preservation — to managing for risk.
Corporate executives often have complex financial needs, and The Gray Group can help position their assets to meet multiple financial priorities — business succession, retirement, tuition or eldercare.
The Gray Group knows firsthand the challenges and responsibilities small-business owners must face every day. Our seasoned professionals — who know well the work and potential rewards of business ownership — can help guide you with insight and perspective.
All that know-how underpins our service to clients. We're adept at addressing the most sophisticated wealth management needs.
Committed to Dynamic Wealth Management
Our mission is to exceed client expectations through guidance that informs and inspires, and also through outstanding customer service that seeks to deliver what we say we'll do. Our team understands how important your assets are to you. They are the achievement of what you have done today — and the foundation for what you seek to accomplish tomorrow. We believe you'll find that the values, ethics and commitment of our team are closely aligned with those of the people with whom we do business. We offer customized guidance tailored to you and your goals and objectives across all aspects of your financial life. Our objective is to bring you greater ease and efficiency throughout your financial life.
Our mission is to exceed client expectations through guidance that informs and inspires, and also through outstanding customer service that seeks to deliver what we say we'll do. Our team understands how important your assets are to you. They are the achievement of what you have done today — and the foundation for what you seek to accomplish tomorrow.
We believe you'll find that the values, ethics and commitment of our team are closely aligned with those of the people with whom we do business. We offer customized guidance tailored to you and your goals and objectives across all aspects of your financial life. Our objective is to bring you greater ease and efficiency throughout your financial life.
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.
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.
Senior Wealth Management Lending Officer NMLS # 558876
Wealth Management Banking Specialist
March 21st, 2019
Addressing your wealth transfer goals in a new tax age
April 2nd, 2019
Protecting your wealth from healthcare costs in retirement
Learn more about the highly engaging podcast series from Merrill Lynch
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, 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.
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.