Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The Ginn Group
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Merrill Lynch
Wealth Management
For more than 40 combined years, clients have looked to The Ginn Group to help them preserve and grow their wealth while supporting their ever-changing needs and evolving lifestyle. Whether assisting you with the inevitable changes that occur with family, health, career, or retirement, the focus is always the same; helping you achieve the goals that matter most to you.
The Ginn Group
Welcome
Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Advice and Guidance Through Education
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance. We believe education is the core to successful financial advice and guidance. We educate our clients in an effort to help them make informed financial decisions. Helping you pursue your goals starts with getting to know you and your family. Our job is to understand what matters most to you. We’ll work together to create a financial approach that reflects your investment personality and is built around your priorities. You’ll receive advice to help you navigate changes in your life.
Our Focus on Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Meet the Team
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.
Upcoming Events
Retirement Dinner Seminar at Mike Anderson's Gonzales
Mike Anderson's in Gonzales, 1500 Louisiana 30 W, Gonzales, LA 70737
October 11th, 2023|6:00 PM CST
Throughout your investing life, you’ve worked hard to save for the
retirement you’ve always envisioned. Join us for an informative seminar
during which you’ll get a better understanding of:
Common retirement risks such as longevity, withdrawal, investment and
inflation risks — and ways in which you can manage these risks. How
to identify your retirement goals, and more importantly, prioritize them
based on what matters most to you and how well positioned you are for
retirement, in addition to Social Security and Medicare considerations.
For more information: 225.388.9290 or brandon.ginn@ml.com
Past Events
Merrill Lynch 2023 Market Outlook With Q&A
Virtual Event, Please contact Brandon Ginn to reserve a spot
March 28th, 2023|3:00 PM CST
Join us on March 28 at 3 p.m. Central for a virtual event and Q&A with one of the industry’s top financial minds, Chris Hyzy, Managing Director, Chief Investment Officer. Chris will be discussing the current state of the economy, insight on how to deal with inflation, and sharing portfolio strategies to consider in light of current market conditions.
Midyear 2023: How to Prepare for what's ahead
July 19th, 2023|1:00 PM CDT
Stocks have rebounded strongly since their lows of last October. What could the second half of this year bring for investors?
For insights, please join Chris Hyzy, Chief Investment Officer, Merrill and Bank of America Private Bank, for a midyear check-in on the markets and economy. Chris will be joined by a panel of experts to discuss what they're watching for in the rest of 2023 and beyond.
Topics they’ll explore include:
- Could the US economy avoid a recession?
- Outlook for inflation and interest rates
- Artificial Intelligence (AI) and other innovations driving the market
- Ideas for putting cash to work in today's higher rate environment
- Portfolio strategies investors could consider now
To add the event to your calendar please click here.
Create a plan that is all about you.
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.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
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.
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.
#DigitalMerrill
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.
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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.
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.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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