THE ROGERS KNAPP GROUP

push-top

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Jonathan D Rogers

Jonathan D Rogers

Senior Consultant

410.547.5193
Bradley R Knapp

Bradley R Knapp

Wealth Management Advisor

410.547.5040
Stacey M Massey

Stacey M Massey

Client Associate

410.547.5156

Where do we begin? It starts with you.

At Merrill Lynch, 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 Message

At The Rogers Knapp Group, we work with affluent families, corporate executives, business owners, pre-retirees and retirees to help them identify and pursue their unique financial goals. We believe every client deserves to feel confident about the financial decisions they make for themselves, their careers, and their families. We strive to provide the resources and perspectives investors need to pursue their objectives with care while identifying appropriate levels of risk—whatever their investment horizon.

Because our team supports clients with wide-ranging wealth management, we frequently find they seek our advice about a variety of important decisions, in addition to managing their investments, such as:

• Developing retirement income strategies
• Reallocating 401(k)s at work
• Preparing to buy or sell a business
• Navigating the sale or purchase of a second home
• Helping children understand their family’s relationship with money

THE DIFFERENCE WE BRING

• Customized Support

Our team believes clients deserve individualized attention, and by limiting the number of clients with whom we work, we are able to develop deeper, more meaningful relationships. We know each client personally and what he or she aspires to accomplish, and we also work closely with them to address the specific financial factors affecting their lives.

• Collaborative Professional Team

Just as we like to collaborate with clients in pursuit of their goals, we also enjoy collaborating as a professional team. Our entire team works together with each client so that we can provide a more well-rounded, deeper level of service and enhance our ability to offer prompt, timely, and knowledgeable guidance.|

• Focus on Risk-Minimization Strategies

We help clients identify risks and develop and implement strategies intended to reduce their exposure—and we focus our skills and support around this foundational tenet. We work closely with clients to help them identify how different market cycles affect their ability to pursue their objectives, while identifying
and implementing asset allocation strategies that align with their unique financial goals and investment horizon, at every life stage.

Philosophy

It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and strategies are guided by what’s important to you, and our success is defined by your satisfaction over time.

Approach

Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by experienced investment guidance.

We believe our clients realize the full value of our relationship, including:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

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

ML_Video_v2.jpg
Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


MLCampaign_WhyML_v3.jpg

We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.