With Merrill, the bull always has your back

With Merrill, the bull always has your back

At Merrill, we believe the future is bullish, even in the most unpredictable of markets, because we’ve been here before.
To help you navigate the uncertainty and charge forward toward your goals, we invite you to check out our latest investment insights.

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The David Robertson Smith Group

Wealth Management
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Merrill Lynch
Wealth Management

When you genuinely care about people, it just comes across. At The David Robertson Smith Group, we strive to help you make sense of your money, explain things in a straightforward manner, devote ourselves to doing what’s best for you, and pledge to help you tackle the important turning points in your life. Most of all, we have fun while doing it. That’s how we’re different. And that’s how we plan to make a difference in your life.
Welcome

We believe that wealth management is about more than just your finances. It’s about your entire life and the complexities that come with it. We understand that money can be frustrating, confusing, and hard to figure out at times. That’s why every member of our close-knit, multigenerational family team is passionate about blending our collective skills with our warm personal service to help create lifelong wealth management strategies with you.  

Our Philosophy

For over three decades, the diverse circle of successful people we have been proud to call our clients and our friends has grown to include business owners, individuals in the oil and gas industry, retirees, and multiple generations of families around the country. Supportive and insightful, we help clients anticipate what’s ahead so that they can plan for the impact of major milestones and transitions, such as marriage, divorce, death of a loved one, or a career transition. Our clients become an extension of our professional family, and we enjoy hosting quarterly “family reunion” luncheons, savoring the opportunity to meet face to face, sharing market updates, and staying apprised of changes in your life.

Our view of wealth management is somewhat like a jigsaw puzzle. We believe that to have a complete view, you need to see the picture on the top of the puzzle box. Until you have all the pieces in place, how can you know the right mix of stocks, bonds, and cash for your portfolio? We can help you identify which pieces are missing and work together to help you make the picture of your financial life that much clearer. And since we don’t believe in “set it and forget it” strategies, we’ll be there throughout your journey to incorporate any changes along the way.

Focus On High-Net-Worth Individuals and Business Owners

We  offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances.

No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:

  • 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 and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals
We'll also draw on our industry knowledge and experience to offer:
  • Potential risk management solutions
  • Trust and estate planning services
  • Potential wealth management solutions
  • Access to Bank of America for your credit and banking needs
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Recognition

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

Chelsea R Smith

Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.

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.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Larry Anderson

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #77655

Chetwin Carter

Wealth Management Banking Specialist

Merrill

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.

      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.


      Merrill_Capabilities_Brochure.png

      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.



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      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.

      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.