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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.

Chad P Barrios

Chad P Barrios

Wealth Management Lending Officer

Bank of America, N.A.

Jennifer C. Harper

Jennifer C. Harper

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #504488

Allison Mulgrew

Allison Mulgrew

Trust Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

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 Registered Senior Client 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. 

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

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

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 help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

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.

Focus On Individuals and Families

We can offer advice and guidance designed to assist you in making 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’ll 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

 

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 give you a sense of the full assessment and 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.

Upcoming Events

Understanding Medicare

October 15th, 2020|12:00 PM - 12:30 PM CST

Open enrollment for Medicare begins on October 15, and what better day to have an insightful conversation surrounding the complexities of Medicare benefits? Join us for a discussion on understanding Medicare with guest speaker, Eric Fenlason with First Eagle Funds. Even if you are ineligible for Medicare this year, this is will be a discourse that is sure to educate you.

    For more information: 318.329.3062 or emily_morris@ml.com

    Keep Calm and Carry On

    October 1st, 2020|12:00 PM - 12:30 PM CST

    Join us for an insightful discussion around COVID-19 and what's happening within the market. We will have special guests, Pasquale Selvaggio and Strider Elass with First Trust Portfolios, joining us for the event. This will be one you don't want to miss!

      For more information: 318.329.3062 or emily_morris@ml.com

      Your Financial Approach

      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.

      FAMILY
      Taking care of your family and other people in your life
      • Trust & Estate Planning Services4
      • Education Funding1
      • Insurance3
      HEALTH
      Planning for healthcare expenses now and in the future
      • Long-term Care Insurance3
      • Health Savings Account2
      • Disability Insurance3
      HOME
      Upsizing, downsizing, remodeling or buying a vacation home
      • Home Loans2
      • Home Equity Lines of Credit2
      • Securities-Based Lending2
      • Credit Cards2
      WORK
      Working in retirement, selling or starting a business
      • Bank of America Business Banking2
      • Exchange Funds1
      • Concentrated Stock Management1
      • Succession Planning1
      LEISURE
      Spending your free time in meaningful ways
      • Credit Cards2
      • Securities-Based Lending2
      • Structured Lending2
      GIVING
      Volunteering, mentoring others and giving to charities
      • Donor-Advised Funds4
      • Private Foundations4
      • Charitable Trusts4
      FINANCE
      Using your finances to bring it all together
      • Merrill Investment Accounts1
      • Investment Advisory Accounts1
      • Alternative Investments1
      • Exchange-Traded Funds1
      • Mutual Funds1
      • Closed-end Funds1
      • Fixed Income Products1
      • Options1
      • Annuities3
      • Impact Portfolios1
      • Market-Linked Investments1
      • Securities-Based Lending2
      • Margin1
      • Home Loans2
      • Bank of America Checking and Savings Accounts2
      • Credit Cards2
      • Online Account Access1,2

      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.

      Staying on Track

      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.


      Periodic 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.


        Monitoring 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.

        Wealth Management Your Way

        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

          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.

          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.