Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The Mercer Wealth Management Group at Merrill is a highly capable, deeply experienced wealth management team based in Kentucky. Our group offers a wide range of financial services to high-net-worth families, nonprofit organizations and corporate and small business retirement plans.
Expect outstanding service. Everyone on our team is committed to providing you with an exceptional client experience. You'll find our service is individually tailored to your needs. We offer the full talents of a sizable, future-focused team that can give you the time and attention you deserve.
Expect open dialogue. We want you to think of us as a true guide on your financial journey. We offer clients candid communication about the potential opportunities we see. You can expect clear recommendations, fresh thinking, and regular account reviews.
Expect a different perspective on wealth management. Because our team has regularly worked with a sophisticated clientele, we thoroughly understand the various facets of their wealth—how it's earned, preserved, and passed on. We look beyond numbers to help you understand what your goals are and why they are important to you. Then seek the best ways to pursue them.
This is a team that starts every client relationship with a commitment to service and understanding. We then leverage all our talents to maximize the client experience.
WHO WE ARE
The Mercer Wealth Management Group brings together the talents of highly seasoned, well-trained financial advisors. Our team members have many years of experience helping affluent families, businesses, and nonprofits pursue their financial goals. The Group offers you one-stop access to the investment insights of Merrill and the banking convenience of Bank of America.
WHAT WE DO
Our team offers a high level of sophisticated financial advice and guidance. It's the kind of help clients require as they find themselves with more complex investment needs. Our recommendations typically consist of several integrated strategies driven by your objectives. These strategies can help address managing risk, wealth and capital preservation, liquidity needs, time horizon, investment growth, and credit and lending through Bank of America, and anticipate changes in markets and your outlook.
WHAT WE BELIEVE
The Mercer Wealth Management Group believes in strong relationships, and we're proud that clients remain with us across generations. You will find that we're committed to being accessible to you at your convenience—especially when you need us most. Also, we welcome every interaction with clients as an opportunity to listen and learn because we view open communication as an integral part of our relationship with you. We also believe in complete transparency—we want you to know both the pricing and liquidity of the investments we recommend and services that we offer.
We offer financial strategies and services based on a thorough understanding of your resources and goals. We chart the structure of your assets and financial outlook to see where you can make adjustments. These strategies are designed to help you understand and evaluate the potential for gain and to uncover hidden risks before they have a significant impact. Our team helps guide you in integrating and implementing your strategic choices in ways that make sense—now, and in the years to come.
FAMILY WEALTH MANAGEMENT
We understand that your wealth may be spread across many different assets and that your income may come from different sources. We offer clearly defined, ongoing processes designed to keep pace with your outlook and changing financial priorities. We consider everything from household and domestic expenses to your income and liabilities, current investments, business or property ownership, and legacy needs.
FOUNDATIONS AND ENDOWMENTS
The Mercer Wealth Management Group works with some of the region's leading endowments and foundations. The team can provide access to the full range of Merrill investing and Bank of America banking resources on their behalf, enabling the team to access the full range of custodial services and investing management. By using Merrill's open investment platform, we can take a strategic approach to asset administration with these clients, while applying our knowledge and experience to help them make choices appropriate to their organization's goals. Also, we use sophisticated performance measurements and analytics to help illustrate the risks and returns of investments across all asset classes. In addition, you get access to easy-to-use online reporting tools designed especially for institutional investors.
QUALIFIED RETIREMENT PLANS
The Mercer Wealth Management Group offers access to a full suite of retirement plan services for corporate and institutional clients. We can help streamline your plan administration and help you deliver a more robust benefit to your employees. By accessing the vast resources of Merrill, we offer investment communication and education.
The Mercer Wealth Management Group offers you services designed to help make every aspect of your financial life easier. With the resources of a global financial services powerhouse, our team can help you create greater efficiency and control in these key areas:
OUTLOOK—Creating a road map to your goals through advice and guidance designed for your individual situation
CASH FLOW and EXPENSE MANAGEMENT—Handling day-to-day financial tasks quickly and efficiently
RETIREMENT and INCOME—Showing you smart ways to structure income and assets to help create the kind of retirement you want and deserve
ACCESS TO BANK OF AMERICA CREDIT and LENDING—Offering strategies for daily cash management and access to credit and lending through access to a Wealth Management Lending Officer from Bank of America, N.A. (*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.)
INVESTMENTS—In conjunction with your outside tax advisors, preparing customized, tax-minimizing approaches matched to your investment, risk and liquidity management style and your timetable
TRUSTS and WEALTH TRANSFER—Focusing on strategies designed to help ease wealth transition while minimizing the impact of taxes, including various forms of trusts, tailored to you and your family situation
TRACKING and BENCHMARKING—Tracking your investments through the Client Review Center, allowing us to perform real-time reviews of your progress toward your goals
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” 2020
Financial Times –“Top 401 Retirement Plan Advisers” 2019 and 2020
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.