Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

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

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.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Philosophy

The Prestridge-Sunsin Group believes that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.

Welcome

Working with a select number of clients who have significant wealth, the Prestridge-Sunsin Group develops personalized solutions to address these clients' needs, objectives, and concerns. The Team is comprised of financial advisors, Bob Prestridge, Jeff Sunsin, and Emily Morris, and Wealth Management Associate, Sue Glass. The Prestridge-Sunsin Group has been in the financial services industry for 60-years combined. 

Bob, Jeff, Sue, and Emily work together with their clients' legal and tax planning advisors to address tax, estate planning, and philanthropic concerns. Additionally, the Group is able to offer a vast array of solutions - based upon the clients risk tolerance, time horizon, liquidity needs, cost considerations, and overall investment goals - by working in conjunction with Merrill Specialists and clients' professional advisors. Each client has a unique and dynamic circumstance; It is the Prestridge-Sunsin Group's purpose to proactively review their clients' individual situation and to assist in the achievement of their goals, objectives, and/or concerns. It is the Group's mission to be a trusted advisor to their clients and to be the preeminent choice for financial solutions. The Prestridge-Sunsin Group assists individuals, their families, and their businesses by helping them meet both their short and long-term financial needs. 

Both Bob and Jeff are part of the Merrill Investment Advisory Program. This portfolio management program allows Bob and Jeff the flexibility to move quickly to make pertinent changes to a client's portfolio based upon guidance provided by Bank of America Global Research. 
 

*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill  model portfolios and third-party investment strategies.

 *A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill  or approved third- party investment managers’ strategies, funds or portfolios.

 *Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*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.