Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Learn more about an advisor's background on
The McGraw, Sharp, Band & Dell Group is a multidisciplinary team of skilled financial professionals providing personalized wealth management to affluent clients across the country.
Our team works with and for high-net-worth families and individuals, including corporate executives, business owners, entrepreneurs and professionals. We also serve a number of private and public companies that offer employee benefit plans, such as retirement savings and equity compensation plans.
Team members devote considerable time and resources to understanding a client's financial position and priorities.
What do you value most? What are your dreams and hopes for the future?
We strive to help clients simplify their financial lives, devising wealth management strategies designed to help them navigate each stage, from wealth accumulation to wealth transfer.
The entire team is committed to providing high-touch service along with the worldwide resources and investment insights of Merrill Lynch and access to the banking convenience of Bank of America.
Our goal: To be the one source you can turn to for your wealth management needs.
We are dedicated to providing outstanding wealth management tailored to your individual financial circumstances and vision for the future.
We employ a disciplined process that is based on three key elements:
We offer a broad range of services and capabilities to address the different aspects of your financial life.
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.
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.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Learn about the MyMerrill Mobile App.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
Getting to know you is our primary goal.
We will work to help you stay on track, regardless of what the markets are doing.