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The Boyd Britton and Pope Group

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Meet the Team

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.

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

Established in 2000, The Boyd Britton and Pope Group is a team of seasoned investment professionals with over 100 years of combined wealth management experience.We believe that wealth management is a process, not an event. Our mission is to be a steady and insightful resource, helping clients to accumulate, preserve, organize and structure their wealth.

The Boyd Britton and Pope Group offers a broad spectrum of wealth management services and financial strategies, and are proud to serve many exceptional clients. We combine the attention and service of a boutique wealth management firm with the resources and sophistication of a global financial services institution. We pride ourselves on being thoughtful listeners and enjoy taking the time to get to know you and to understand your needs to the fullest extent possible before making any specific recommendations.

Professional, thoughtful advice and guidance help shape our goals based planning approach and investment strategies.

Committed to Addressing Your Financial Needs

“It is gratifying to serve clients and the community. Wealth can create both opportunities and challenges. Our group supports clients with the full use of our experience, vision and discipline to help meet these challenges. We can be an important resource in a financial world that is becoming ever more complex."   - Darric Boyd

What we do
Over the years, our wealth management practice has become multidimensional. We understand the complex financial landscape clients face. The Boyd Britton Group advises and guides clients through multiple areas of wealth management: asset and liability management, diversified investments, retirement income planning, trust and estate planning services, wealth transfer and risk management, among others.

Who we work with — and for
We are proud to serve many exceptional clients. The core of our client base is business owners, corporate executives, retirees, divorcees, multi-generational families, churches, small corporations & nonprofit organizations.

Personalized Client Services

For many clients, income replacement during retirement is a primary focus. The Boyd Britton and Pope Group uses BofA global research to customize client portfolios based on comfort level with risk, liquidity needs and personal goals.

To align strategies for tax minimization, wealth transfer, business succession and estate planning needs – our team consults with clients’ accountants and attorneys. We also work to optimize clients’ liabilities and cash flow – providing access to residential and securities based lending through Bank of America, N.A.

*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 equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. 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.

 

Corporate Client Services

The Boyd Britton and Pope Group provides businesses with the following corporate advisory services:

  • Qualified and nonqualified retirement plans: 401(k), 403(b), 457, profit sharing, defined benefit & pension plans

  • Commercial banking including treasury services, cash management, credit and lending through Bank of America, N.A.

  • Executive benefit planning

  • Risk management and key person insurance

  • Business succession plans & exit strategies

Philosophy

We believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice.  We take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach.

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

      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.

      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.