Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Experience matters and we believe we have the kind of experience that gives us a perspective few financial advisor teams in the industry can match. Our investment approach is customized to help clients address their unique concerns and goals, one-by-one. We follow Merrill Lynch’s goals-based wealth management process to better understand how individuals think and feel about investing which, in turn, helps us assess the financial resources necessary to pursue each specific goal, such as retirement income planning, education funding and wealth transfer. We know the right questions to ask, we offer access to a global network of specialists and research, and we can create a framework designed to help optimize short- and long-range goals.
Our experience gives us the insight and ability to help you better target your current goals and evolve your wealth outlook and objectives, to help you enjoy the kind of retirement you want.
How we can help maximize your wealth opportunities
Clients come to us having accumulated wealth in many ways — through business ownership, equity compensation, inheritance, or diligent saving and investing in a retirement plan. Our goal is to help them preserve their assets and look for prudent ways to help them pursue the growth they need to live comfortably in the years to come. We can give you knowledgeable advice and guidance on:
The Evans May Group approach to investment advice and guidance is based on the latest research from BofA Merrill Lynch Global Research and customized asset selection. Our portfolio recommendations are overseen by Carleton J. Evans, who brings his insight and market experience to evaluating various strategic options, with collaboration from Brooke V. May and Elizabeth E. Evans. What's more, our entire team is committed to meeting your investment needs, reviewing your portfolio and recommending tactical shifts, if necessary.
Our equity investment strategies
These strategies are designed to take advantage of upside opportunities presented by BofA Merrill Lynch Global Research and the firm's open architecture platform. Some strategies focus on growth stocks with accelerating earnings potential, while the other emphasizes investing in companies with a strong and growing dividend history.
Tactical portfolio management
Whichever investment strategies we recommend, our approach focuses on the management of asset allocations in your portfolio based on performance and market conditions. When a particular asset class rises or falls with the market, we recommend how to tactically adjust your holdings, striving to keep them in line with your longer-term goals, time horizon, liquidity needs and your stated risk tolerance. Even if your risk profile and goals have not changed, we may recommend a different allocation in order to minimize investments in assets that we believe no longer provide adequate returns in relation to their risk.
In developing and discussing various wealth management strategies with you, we keep your comfort and objectives in mind. We ask, "How much risk is this family comfortable with?" "Is this course of action consistent with their financial personality?" "Does the potential reward match the risk being considered?" We also consider various risk hedging techniques and guide you on what insurance and trust strategies appear most viable now.
At your request, we can work with your other trusted advisors to help you in virtually every area of your financial life. We can offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, N.A. to support you in everything from day-to-day expenses and bill payments to current investments, business or property ownership, retirement accounts and estate planning services. Our full-service approach can include these services:
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.