The Evans May Group

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Merrill Lynch

The Evans May Group

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Each member of our team brings essential experience and abilities across a wide range of financial roles. Whether we're helping you to invest, structure tuition funding, streamline your cash and debt management, develop retirement income streams, or any other financial matter, we are committed to focusing all our talents, insight and understanding on helping you pursue your objectives.

The Evans May Group

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Welcome

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.

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Our key areas of integrated wealth management

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:

  • Portfolio management
  • Liquidity and cash flow management
  • Charitable giving strategies

We can also offer access to Bank of America specialists who can assist with:
  • Credit and debt management
  • Estate planning services and strategies

How we can help you pursue your retirement dream

One of our most important roles at The Evans May Group is helping you define and shape real-world strategies designed to help you move toward your retirement goals. We'll help you envision what you want your life to look like in 5, 10 or even 20 years. What kind of lifestyle do you want? What kind of income will that take? We can help with potential strategies for:
  • Helping you to grow assets held in tax-deferred retirement plans
  • Managing equity compensation, deferred compensation and partnership interests
  • Designing retirement income streams
  • Managing retirement expenses, including housing, travel, healthcare costs and more

How we can help you transfer wealth smartly


Clients with substantial wealth often leave a substantial legacy. Our team is adept at working with your outside tax advisors to help develop tax minimization strategies for wealth transfer and gifting strategies designed to help make sure your assets are distributed the way you want — on your terms. We can help you with:
  • Family financial education
  • Preparing heirs for inheritance
  • Managing inherited assets
  • Life insurance trusts
  • Estate and trust services and strategies
  • Philanthropic solutions

Disciplined investment approach

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.

Risk management

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.

*Past performance is no guarantee of future results.

*BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

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:

  • Wealth management
  • Active investment recommendations
  • Research-based portfolio strategies and investment management
  • Access to cash and liquidity management through Bank of America
  • Retirement income planning services
  • Wealth transfer and estate planning services
  • Access to credit and lending through Bank of America
  • Retirement plan account and deferred compensation strategies
  • Executive financial services, including restricted stock, concentrated stock positions, Rule 10b 5-1 plans, incentive and nonqualified stock options and other Rule 144 issues
Our team brings an experienced array of processes to every key financial area designed to help ensure that your wealth can keep up with your vision and goals. Our goal is to have every key aspect of your financial life working in concert. It's how we help you create wealth, help you preserve it — and make it easy for you to use as wisely and effectively as possible.

No matter what services we provide, our approach is built on integrity, insight and commitment to long-lasting relationships. This dedication is why clients invite us to provide trusted financial advice and guidance throughout their lives and careers — no matter where, no matter what.

  • People ask us how we have become so effective at handling such a wide range of situations, challenges and possibilities. We believe it's because of the training, talent and enthusiasm of our team. Together, we offer innovation, knowledge and action. We pride ourselves on being trustworthy and guided by what's appropriate for the client. Elizabeth E. Evans, Wealth Management Advisor

Meet Our Team

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.

Your Financial Strategy

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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’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. 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.

Let’s Have a Conversation

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.

Why Merrill Lynch?

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.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

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.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.