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The Boyd Britton and Pope Group

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Merrill Lynch

The Boyd Britton and Pope Group

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Merrill Lynch
Wealth Management

By delivering a synergy of skillsets and decades of wealth management experience, we celebrate our role in helping individuals and organizations bring enduring benefits to their families and communities.

The Boyd Britton and Pope Group

WELCOME

At The Boyd Britton and Pope Group, we have a proud 20-year story that continues to be told. It revolves around the specialized needs of an impressive clientele – generations of successful individuals and families, as well as non-profit organizations and other institutions. 

Our nationwide practice has grown from the introductions we’ve received to clients in 35 states. This, we believe, reflects our reputation for being a “comprehensive and caring resource” of customized retirement and investment planning, risk management and wealth planning strategies, legacy, charitable and estate planning services, and liability management.

Our success also reflects our track record and the loyalty of clients. Having managed their money and emotion amid the volatility of 2000, 2008 and 2020, we feel good knowing that virtually all of those clients remain with us today. We believe that’s due in large part to our enlightened perspective on mitigating investment risk and helping clients follow the strategy we’ve mutually agreed upon.

Who do we serve? Men, women, organizations, and corporate entities distinguished for their accomplishments and values. They include executives in the sports and entertainment industries, entrepreneurs and business owners, attorneys, physicians and other medical professionals (and their practices), their extended families, churches and other non-profit organizations, companies and pension plans.

We characterize our offering as a rich repository of knowledge and best practices. Each day, we formulate multi-pronged strategies as sophisticated as the challenges facing our clients. Privacy is a pillar of our offering. Still, the knowledge we’ve gained throughout our careers creates lessons from which clients can learn and prosper.

With more than 100 years of combined wealth management experience and a shared passion to serve clients’ best interests, we know that the value of an advisory team extends well beyond “dollars and cents.” It’s best measured over time, by the delivery of highly professional and purposed financial strategies – offered with an authentic, personal touch. We are fully invested in supporting our clients and welcome the opportunity to serve you, as well.

PLANNING-BASED APPROACH

At The Boyd Britton and Pope Group, we believe that effective 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 in ways that bring meaning to their years of hard work.

Experience tells us to be “goals-based” advisors, which means we do not guide clients with our eyes on arbitrary industry benchmarks. Instead, we take time to look closely at clients and see them as people, not portfolios. To do our jobs well, we want to know what’s on a client’s mind and in their heart. What are they passionate about? Who are they responsible for? And why have they come to us?

From the outset of each relationship, we help clients explore and prioritize their most cherished goals for themselves and the people they love. By asking questions and listening more than talking, we help clients identify the purpose of their wealth, so that the strategy we formulate can help them feel confident in its pursuit. Rather than being a one-time event, this process continues over time, to address what clients envision in the near future and later, for their children.

In addition to clients’ goals, we look for holes in their financial pictures – areas that may have been ignored previously. Most often, they include liabilities, protective components such as insurance, as well as wills, trust documents, or just updating beneficiaries.

There are no shortcuts to what we do. Typically, we have several conversations with clients before ever discussing investments. Why? Because we want to be sure that a client is as comfortable with us as we are in developing a plan that reflects their real-world goals and concerns.

From our offices In Baltimore, Washington D.C., Chicago and New York, we deliver proactive and professional guidance in person, by phone, email and WebEx. And as a “first call” for clients, we encourage their questions about any financial issue they have.

Inspired by our clients, we find that many seek financial freedom. Most are quite busy with careers and families. As dedicated stewards of clients’ wealth and wishes, we feel privileged to provide the vast resources of a global financial institution and a boutique wealth management experience.

SERVING INDIVIDUALS

At The Boyd Britton and Pope Group, we serve clients at every stage of the wealth continuum. Like us, these individuals are “young and older.” As a multi-generational group of professionals, the ability of our team members to build enduring relationships with clients, their spouses, parents and children occurs naturally. With advisors spanning multiple generations, we can ensure a seamless continuity of strategy and service.

Our clients have distinct talents and visions. They include executives in the sports and entertainment industries, entrepreneurs, founders and owners of private companies, attorneys, physicians and other medical professionals (and their practices), members of the clergy, and generations of families. We also bring a special level of care and consideration to retired clients and those recently widowed and divorced.

While each client is unique in their situation and ambitions, most voice concern about having enough money for a rewarding retirement, capital for their business, or leaving a family or charitable legacy. Through candid conversations, we share our own stories and lessons learned – helping clients “see around corners” to prepare financially and emotionally for what they envision.

On any given day, we advise and guide clients across multiple areas of wealth management – risk and asset management, investment planning, retirement income planning, trust and estate planning services, wealth transfer and charitable planning, and liability management. In all discussions, we seek to simplify complex matters – distilling facts and figures into easily understood recommendations. By educating clients, they are better able to follow the strategy we’ve put in motion.

To drive our investment recommendations, we take cues from the belief and value systems of our clients, as well as their goals, tolerance for risk, investment timeline, and liquidity needs. Utilizing our firm’s outstanding research capabilities and informed by the Chief Investment Office, we diversify portfolios across asset classes – typically, with equities, bonds and alternative investments*.

Beyond risk-managed investing, we look to optimize both sides of clients’ balance sheets – assets and liabilities. In addition to residential lending, we offer access to securities-based and structured lending through Bank of America, N.A. We also work closely with clients’ CPAs and attorneys to align tax minimization and estate-planning strategies.

Ultimately, the referrals we receive tell us we’re proficient in assisting clients with straightforward financial needs and others whose complex financial lives demand sophisticated strategies. As a high caliber team, we are devoted to addressing the needs and nuances of accomplished people – allowing them to focus energy on their careers, families and communities. Results and relationships matter to us – and to the generations of clients we serve.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*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.

*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.

SERVING INSTITUTIONS

At The Boyd Britton and Pope Group, we have extensive experience serving non-profit organizations (including foundations, endowments, churches and faith-based organizations) and small corporations (including their defined contribution and benefit plans). 

Based on our strong competencies, we are familiar with many of the fiduciary challenges and pitfalls faced by investment committee trustees, including rotating board membership, limited investment options, and limited manager transparency.

Each of our team members is passionate about helping clients strengthen and grow their organizations, and helping institutions fulfill their goals and missions. We offer specialized experience in helping values-based investors identify and examine areas of interest they might wish to address, including investments based on religious values, human rights, environmental quality and health care. Once specific areas are discussed and agreed upon, we can build portfolios of investments that support those values.

For pension plans, we believe that liability-driven investing, compared to traditional investing, may be a valuable way to stabilize funding through market cycles. Additionally, we strive to help pension plans pursue greater stability in areas including required contributions and balance sheet impact. Oftentimes, we also provide cash management and assistance in building retirement plans.

As part of our plan design process, we assist in formulating investment policy statements, conduct vendor search, offer investment selection, and enroll and educate participants. As a fiduciary, we provide overall supervision and establish a disciplined review process to document results and keep plan sponsors in compliance with Department of Labor regulations.

To support our efforts, our firm’s resources are structured to help meet the specific needs of each organization or company in ways that make sense – strategically, operationally and financially.

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.

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.

Jana Hunter

Jana Hunter

AI Specialist

Merrill Lynch

James Brennan

James Brennan

Trust Specialist

Bank of America, N.A.

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Kurtis Tai

Retail Sales Manager - Covered

Bank of America, N.A.

NMLS #497850

Past Events

Outlook 2021: A World in Transition

December 17th, 2020|2:00 PM - 3:00 PM EST

The events of the past year are reshaping our lives in unprecedented ways. Watch experts discuss what it all could mean for the future, and offer steps investors could consider now to prepare for the coming year and beyond.

Topic areas include:

• Outlook for the U.S. economy and the markets
• Priorities for the new U.S. administration and Congress
• What a vaccine could mean for our future
• What’s ahead for trade and foreign policy
• How innovation and change are accelerating investment trends
• Steps investors could consider now to prepare

https://www.ml.com/articles/outlook-2021-a-world-in-transition.htm

    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.


        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.