Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

Merrill Lynch

The Pearce Group

Wealth Management

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

Our group measures our success by our clients’ success

 

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Welcome

As a client of The Pearce Group, you'll have access to the experience and skill of highly trained financial advisors, who are supported by a wealth management platform and thought leadership program we believe are second-to-none.  We offer an objective and flexible framework that we can use to help you organize your financial life, whether your aim is growth, wealth preservation, succession planning or wealth transfer.

We offer a highly disciplined wealth management philosophy, specifically targeted to address the needs of a high-net-worth clientele - individuals and families, corporate executives, business owners, foundations, venture capital firms and private and public businesses, including companies that interact with the New York Stock Exchange, AMEX, and NASDAQ.  We also call upon Merrill specialists, as needed, to help us deliver wealth management strategies that focus on the long-range goals of professional athletes in the NFL, NBA, NHL, and MLB. 

We begin each relationship by taking the time to fully understand each client's unique financial situation.  We then use that information to shape a thoughtful, customized approach that can make use of numerous products and services from one of the world's largest full-service investment firms.  Our global perspective helps you adjust to financial challenges and identify unique opportunities.

 

Focus On High-Net-Worth Individuals and Business Owners

We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals
The team’s industry knowledge and experience helps them provide you with:
  • Potential risk management strategies
  • Trust and estate planning services
  • Tax-minimization strategies
  • Access to Bank of America for your credit and banking needs
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Our mission

We measure our success by the success of the clients we serve. 

Our group's mission is to develop and nurture long-term relationships that enable us to help clients pursue their individual, corporate and family goals - today and in the future.

Approach

Working with the team means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to your life priorities. Helping you pursue your goals starts with getting to know you and your family. Understanding what matters most to you helps in the creation of a financial strategy that reflects your investment style and is built around your priorities. You’ll receive advice to help you navigate the inevitable changes that can occur in life.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Article Features (2022)

Markets Are Volatile. Here Are the Strategies Advisors Recommend (Barrons.com)
"Investors have their work cut out for them this year, with markets tumbling and inflation soaring. The Fed looks set to impose another large interest-rate hike Wednesday, and Treasury yields are rising rapidly—which means more red ink for bond portfolios this quarter. But an uptick in volatility is not necessarily a bad thing—there are opportunities to be found even in this whirlwind, advisors say."... (Click Markets Are Volatile. Here Are the Strategies Advisors Recommend. | Barron's (barrons.com) to read more) Sep 22'


5 Reasons to Reconsider Downsizing in Retirement (aarp.org)
"Downsizing your home in retirement can free up cash and lessen the burden of managing a large abode. But there are also reasons you may want to stay put, particularly with mortgage rates rising and inflation soaring"... (Click 5 Reasons to Reconsider Downsizing in Retirement (aarp.org) to read more) Aug 22'

Recognition

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.

Kent V Pearce

Barron's "Top 1,200 Financial Advisors" 2024
Published on March 8, 2024. Rankings based on data as of September 30, 2023.*

Barron's "Top 100 Financial Advisors" 2020-2023
Published annually March - April. Rankings based on data as of December 31 of prior year.

Forbes "America's Top Wealth Advisors" 2018-2023
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.

Forbes “Best-in-State Wealth Management Teams” 2023-2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Meet Our Group

Supported by the global resources of Merrill, our group 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.

Patricia Sue Lueckert

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #532638

Lisa M Froehlich

Wealth Management Banking Specialist

Merrill

Staying on Track

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.



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.



    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.

    #DigitalMerrill

    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

      We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.

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      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 Advisor®
      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.

      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.