Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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The McGraw, Sharp, Band, Dell & Kirk 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 Wealth Management 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.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652345
Retirement Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By 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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
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.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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