Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Since launching my financial services career at Merrill in 1981, I’ve served the financial needs of a high-net-worth clientele, many who’ve been with me for more than 20 years – business owners (working and retired), physicians, attorneys, widows and widowers, and, now, multiple generations of families.
Today, The Blake Group continues to deliver a holistic, goals-based wealth management approach to clients coast-to-coast. We work tirelessly to incorporate clients’ motivations and aspirations into their long-term financial strategies. One thing I’ve learned is that the deep client relationships we forge are at the core of most positive financial outcomes. That’s why we work as a team with specialists at the Firm, and especially, with clients, who play key roles. Their input is critical to us creating tailored short- and long-term plans that can span generations and help meet their goals, not industry benchmarks.
I hold a Chartered Retirement Planning Counselor (CRPC®) designation and feel privileged to help preserve the wealth and lifestyles that clients have worked hard to achieve. I’m also approved as a Portfolio Advisor within the Merrill Lynch Wealth Management Investment Advisory Program for specially qualified Merrill Lynch Wealth Management Financial Advisors. As a Portfolio Advisor, in addition to providing traditional advice and guidance, I can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios. With most clients looking toward a comfortable retirement, we typically build tax-sensitive and risk-sensitive portfolios that can weather market volatility, generate a steady income, and provide a fair rate of return. These portfolios often include large-cap equities with dividends that have increased over time, bonds, mutual funds and ETFs.
At The Blake Group, we recognize that clients can benefit most when they understand our strategies and tactics. That’s why we’re diligent in understanding them, educating them, and keeping them updated on progress. What we do is as much about transparency and trust – as it is about money.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Iowa
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 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.
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 I can help you create a financial approach that reflects your personality. Only then can I 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.