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McMullen and Associates

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McMullen and Associates

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Merrill Lynch
Wealth Management

A Wealth Management Team For The Long Term
Whether you are still accumulating wealth, enjoying your retirement or considering how to transfer your wealth to future generations, the McMullen McCaw Group is committed to offering you the highest quality financial advice and guidance.
Our Team Philosophy

Founded on the principle that every client is special and deserves personalized care and attention, our multi-generational team strives to be accessible to you and responsive to your needs.

Our commitment is to help business owners, corporate executives and other successful families in the Midwest and throughout the country prepare for their financial future. We are honored that as clients have retired and relocated to other states, they have chosen to continue working with our dedicated team and have introduced us to additional family members in need of wealth management.   We have found that geographical distance is no obstacle to building long-term relationships based on personalized service and trust. As of December of 2019,  clients have entrusted the McMullen McCaw Group with over $1 billion in assets and liabilities.

We believe communication is the key to building strong client relationships and strive to regularly reach out and explain the current market environment and to hear your insights and concerns. We will also remind you to review nonfinancial issues that may be essential to your long-term goals, such as living wills and durable powers of attorney.

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A Wide-Angle View of Your Financial Life

Our goal is to be your financial advisor for all the seasons of your financial life—whether you are still accumulating wealth, enjoying your retirement or considering how to transfer your wealth to future generations.

We believe your wealth management strategy should be powered by big-picture thinking and supported by detailed advice and guidance. That's why we start with a thorough analysis of your financial life—finding out all we can about your current circumstances, future aspirations and any particular concerns that keep you awake at night. Then we can guide you in establishing clear financial objectives and custom-design a strategy with the aim of helping you to reach those goals.

Our conversations might begin with questions like these:

  • When would you like to retire and how much income do you think you will need to live comfortably in retirement?
  • Do you have specific retirement goals, such as traveling or purchasing a vacation home?
  • Do you want to fund a child's or grandchild's education? Leave a legacy for future generations?
  • Do you have adequate insurance coverage, such as long-term care insurance for yourself and your spouse?

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Balancing Risk and Reward

One of the most important tasks of a wealth management team is to help you determine the appropriate level of risk, not just for your temperament but for your investment goals at different stages of your financial life. For example, you may want to reduce the amount of risk in your portfolio after you retire. But in all likelihood, you may need to take some risk to generate income to fill the gaps between stable, fixed sources of income, such as pensions, and your spending in retirement.

We believe you should manage the risk in your portfolio by taking into account market risks and volatility as well as your personal risk tolerance, liquidity needs and time horizon. We consult a range of resources—including BofA Merrill Global Research—to be aware of current economic conditions, global market trends and projected corporate earnings.


*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

 

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Four Pillars of Our Investment Approach

ASSET ALLOCATION We will work with you to apportion your investments among multiple asset classes that reflect your long-term objectives, income and liquidity needs, time horizon and overall risk tolerance.

DIVERSIFICATION Portfolios that are broadly diversified across and within asset classes have the potential to mitigate volatility risk and smooth out returns over time.

RESEARCH We leverage thought leadership from BofA Merrill Lynch Global Research and the Investment Management and Guidance Group, as well as consulting outside sources to gain a broad perspective on world events and the global economy. 

INVESTMENT SELECTION For most clients, we consider a broad universe of investments that includes:

  • Domestic and international stocks
  • Taxable and tax-advantaged bonds of all maturities
  • Cash and short-term instruments
  • Mutual funds and exchange-traded funds
  • Nontraditional asset classes such as commodities, currencies and alternative assets (where appropriate for certain investors)


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Kevin C McMullen

Bruce C McCaw

Get To Know Us

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.

Your Financial Approach

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

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.

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

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.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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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 Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      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.

      Adjusting your investment approach as your life and the markets change.

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