Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Prestridge-Sunsin Wealth Management
Wealth Management Group- phone
318.329.3062
- address
1809 Glenmar
Floor Gr
Monroe, LA 71201
Merrill Lynch
Wealth Management
Prestridge-Sunsin Wealth Management
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.
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 kids' names, how hard you worked to get where you are and how you define success. We'll work together with you to understand your investment personality, prioritize your goals and build a financial approach that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. When it comes to your success, 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
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.
Our Videos
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
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
Upcoming Events
Social Security and You
1809 Glenmar Avenue, Monroe, LA 71201
September 28th, 2023|4:00 PM - 5:00 PM CST
If you are born on January 1st, the Social Security Administration considers you born the year before because they look at “attained age,” which is the day before your birthday. Want to know more interesting facts on Social Security - and how you can make the most of your benefits? Join us Thursday, September 28, to hear guest speaker Mary Beth Murphy give insight on the latest Social Security benefits information.
For more information: 318.329.3062 or emily_morris@ml.com
Past Events
2023 Outlook
March 28th, 2023|3:00 PM - 4:00 PM CST
Join us at 3 p.m. CST 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. Contact Emily Morris to reserve your spot for this virtual event.
The Rundown
July 6th, 2023|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!
Kayaking on Black Bayou
Black Bayou National Wildlife Refuge, 480 Richland Place, Monroe, LA 71203
April 27th, 2023|4:30 PM - 7:30 PM CST
What better way to celebrate the warmer weather and longer days than with an evening kayaking trip along the beauty of Black Bayou? The Black Bayou National Wildlife Refuge is a wonder to see - especially during Spring.
Professional kayak instructors will be paddling along with us, providing the kayaks, life jackets, and paddles. Snacks and drinks will be provided by our team. Spots are extremely limited and will require a firm RSVP. Let us know if you'd like to join us!
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
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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.
Articles
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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