Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The sophisticated financial needs and multigenerational concerns of families with significant wealth require a broad spectrum of wealth management resources. Whether you are a wealth creator or a member of a multigenerational family, we strive to understand your values and family dynamics in addition to your financial vision.
The way clients look at wealth, combined with their current income, unique lifestyle and family aspirations, informs the kind of relationship we have with them. The investment strategy and wealth management strategies we offer are aligned with the distinct personal wants and needs of each client.
Clients look to us as their first point of contact and we enjoy working closely with them to understand their family's goals and needs. We can bring together resources and capabilities from Merrill Lynch to address complex issues and help families face their challenges.
To create a meaningful legacy for the generations to come requires experience-based vision and top-tier resources. Whether clients are the original wealth creators or the next generation, their goal is to preserve and grow their holdings. The development of an investment strategy designed to generate funds to help clients meet their needs—current and future—is critical.
Our role is to actively listen to you, help to create the roadmap and assemble the resources and your team of trusted advisors who, guided by the family mission, assist you in forming meaningful legacies.
We work closely with investment managers, stay in contact with clients and respond to any significant life events or material changes in their financial situation. Our ability to respond in a timely manner to clients' lives or to movement in the marketplace helps us to guide you in developing an investment strategy that can be sustained over time. To that end, we practice a disciplined approach to investing that is designed to help clients stay the course.
Creating the appropriate investment strategy for each client is not just about the numbers. As we work with you to create a family legacy strategy, we help you to prioritize what your family may want to accomplish and to identify what matters most in your life. We talk about philanthropic considerations offered through Bank of America and the need for income generation to provide the funding for specific family goals. This is a highly personal process that ultimately evolves into a customized roadmap linking the family mission to your investment strategy.
We listen to clients. Our long-term success is based on our understanding of the needs, values and concerns of families with significant wealth. Client feedback helps us to discern and offer the information, events and services that are most meaningful to the client experience.
In addition to our scheduled client meetings and ongoing communications, we enjoy interacting with clients throughout the year. This may take the form of developing and updating a financial organizer for the family, attending a charitable event or conducting conference calls with multiple generations of one family. If requested, we can also meet with accountants and attorneys who are part of your family's circle of trusted advisors. We believe it takes a collaborative effort to help clients create a fully integrated and effective wealth management strategy.
Some of our client services include:
Bridging the Generations
Communication is the lynchpin to strong, multigenerational client relationships. In addition to the ongoing interaction we have with clients, we recognize that communication within client families is an integral part of effective wealth management. We encourage clients to conduct family meetings as part of that effort.
Developing Client Educational Forums
In addition to financial education, the Halsey-Collins Group delivers educational programs on select topics of interest including health care expense issues, social security, next generation concerns and lifestyle trends.These programs may be developed for a next generation audience, for a single family, a select group of clients or for all clients and are delivered in multiple formats—e.g., face-to-face seminars or conference calls.
Providing Concierge Services
We are able to leverage the experience of the Merrill Lynch concierge service team to help clients plan a trip or special event down to the minutest detail.
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.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer NMLS # 652334
Learn more about the highly engaging podcast series from Merrill Lynch
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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
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.
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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.