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Merrill lynch

Prestridge-Sunsin-Morris Wealth Management

Wealth Management Group
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Merrill Lynch
Wealth Management


Welcome


Working with a select number of clients who have significant wealth, Prestridge-Sunsin-Morris Wealth Management 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, Relationship Manager, Sue Glass, and Wealth Management Client Associate, Courtney Coleman. Prestridge-Sunsin-Morris Wealth Management 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 team 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 Prestridge-Sunsin-Morris Wealth Management'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 team's mission to be a trusted advisor to their clients and to be the preeminent choice for financial solutions. Prestrige-Sunsin-Morris Wealth Management 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. 

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.

Approach

Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you — your children's names, how hard you worked to get where you are and how you define success. We'll work together with you to help understand your personal investment style, prioritize your goals and build an individualized plan that reflects your needs. As an investor you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. There’s only one financial approach that really matters — yours.

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.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

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. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • 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

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

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.

Bob Prestridge

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Jeff Sunsin

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Emily Morris

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Get To Know Us

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.

Mary Elizabeth Murphy

Retirement Specialist

Bank of America, N.A.

Barbara Deichmann

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #112351

Adi Muranovic

Wealth Management Banking Specialist

Merrill

Past Events

2024 Outlook

February 13th, 2024|4:00 PM - 5:00 PM CST

Please join Merrill for a virtual discussion with our top industry experts who will discuss how the coming year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today’s new market landscape, and an open Q&A, so you can ask the questions that are important to you.

Topics will include:

  • What a potential recession could mean for the markets.
  • Dealing with inflation, volatility, and other investment risks.
  • Portfolio strategies and opportunities to consider now.

    Essential Ingredients for Long-Term Investing

    1301 N 19th Street, Monroe, LA 71201

    April 18th, 2024|6:00 PM - 8:00 PM CST

    Join Prestridge-Sunsin-Morris Wealth Management for a dinner hosted by Lord Abbett with special guest speaker, Jordan McCann. We will be discussing the recipe for a diversified portfolio over dinner at Monroe's Restaurant. 

      The Rundown

      April 25th, 2024|12:00 PM - 12:20 PM CST

      Join us for a short but powerful discussion on today's current economy and what it could look like in the future. This will take place over a podcast-like conference call, so you can dial in from anywhere!

        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.


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            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.


            The Power of the Right Advisor®
            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.

            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.