Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
The Mashburn Group
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Merrill Lynch
Wealth Management
Accessibility, knowledge and experience matter in your wealth management team. You will benefit from having a relationship with a team you know you can trust, that has your best interest at heart. We are passionate about helping you to make the most important financial decisions of your life.
The Mashburn Group
Welcome
As financial advisors, some of the most valuable qualities that our team can offer to you are the trust, guidance, and care needed to help you acheive your goals. You and your family deserve spending time doing the things you enjoy most. Understanding your priorities, our team works closely with you to develop and review your personalized life plan, with the goal of providing you with the comfort and confidence of knowing that your money is being managed with your goals in mind.
Your needs extend beyond wealth management. As a client you will have access to a wide variety of lending, trust, credit, investment, and banking services through Bank of America. Whether related to your family, home, health, work, or retirement, our team will be there when you need a trusted advisor most.
Philosophy
Planning for your financial future means more than getting investment advice. It's about working closely with a team dedicated to knowing who you are and what you want to accomplish. A team who understands how hard you've worked to get where you are and how you define fulfillment in life for you and the generations that will follow. Guided by what's important to you, our commitment is centered on helping you achieve your goals by making your needs and wants a priority.
Approach
When you work with us, it means having advisors that are truly dedicated to helping you achieve your financial goals. Our approach is simple, transparent and supported by experienced investment advice and guidance.
As a client, you will realize the full value of our relationship, including:
Helping you make significant decisions
Recognizing your life priorities and goals
Understanding your investment personality
Helping you prioritize and pursue goals
Being transparent by making possibilities, fees and risks clear
Helping you achieve the retirement lifestyle you envision
Preparing for the cost of the best education possible for your children and grandchildren
Wealth transfer to the next generation
Establishment of your legacy through family foundations and philanthropy
Diversifying business interests
Focus On Life Priorities
Our team is fully versed in the many issues that affect wealth management. No matter what your short and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together.
- 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 others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Approach
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
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.
Kevin B Mashburn
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.
Barbara Deichmann
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #112351
James Camarda
Alternative Investments Regional Specialist
Bank of America, N.A.
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Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Create a plan that is all about you.
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.
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
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.
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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.
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 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.
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