Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
"There are many questions we would like to ask you at our first meeting. In fact, we probably have many more questions than you'll have answers, but most of them can wait.
The important questions to ask yourself, and we'll discuss this together, are – 'Do you understand your financial world today and do you know what you want your life to look and feel like 5, 10, 15 years or more into the future?'
During our first meeting we plan to work with you to help answer these questions. And, when we make good progress toward the answers, you'll begin to understand the path we have helped you create to pursue your unique goals."
- Travis K. Musgrave, CEPA, CPFA, CIMA®, CRPC®
Wealth Management Advisor
Knowledgeable, attentive and independent-minded professionals who have your best interests at heart.
We are sophisticated professionals with strong credentials and experience. As a team, and individually, we embrace continuing education and technology to stay at the very top of our profession. Members of our team have achieved advanced designations and certifications, we firmly believe our team's hard work and dedication to our profession contribute to improving your experience with the firm and your long-term investment success.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” in 2018, 2019, and 2020.
Barron’s Top 1,200 Financial Advisors in 2009 - 2019.
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.
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.
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 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.
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.