Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Meet Our 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.

Nicholas A. Beilfuss

Wealth Strategist

Merrill

MaLynnda Johnson

Wealth Management Banking Specialist

Merrill

Jeff Price

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #983684

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

At the Lindauer Group, we recognize that your wealth is much more than your balance sheet. It is your past: your hard work, your ingenuity, your discipline. And it’s also your future: your comfort in the years ahead, your doorway to opportunities for your children and grandchildren, and your long-term legacy for the people and causes you cherish.  

We understand wealth in its totality. We’re adept in its technical management, helping you grow, preserve, and transfer your wealth in a more efficient and far-sighted manner. But equally important, we deeply engage with you: your goals, your priorities, your concerns, and your aspirations.

Our Difference

Speak with any member of the Lindauer Group, and you’ll encounter a different mindset. We’re intentional, purposeful, and committed. We bring to your situation a level of caring—of genuine stewardship—that we believe is distinctive. We’re not proponents of easy fixes; typically, that’s not how life works. But we deeply believe in the long-term value and impact of thoughtful strategies to streamline and unify your financial life so that you can optimize what’s ahead.

Our Focus on You

We ground our work in simple precepts, consistently applied:

  • Your financial life is uniquely yours. Our approach caters to that singularity. We tailor our outreach to each relationship, mindful of the circumstances and dynamics that characterize each family.
  • You are extremely important to us, and we’ll testify to that fact through our actions. You will reach a live person when you have a question or concern. We follow through quickly and consistently.
  • Your knowledge and comfort are critical. We work to ensure that you and your spouse understand your financial life and can make informed decisions about your future.

Our Service Ethic

Exceptional service is easy to describe, but harder to deliver. We believe we make good on this commitment, bringing a heartfelt intensity to our work as we strive to exceed your expectations. 

  • We recognize that you and your family benefit from consistent communication. We will work closely with your external tax and legal advisors, establishing regular meetings so that you can capitalize on our cross-disciplinary approach.
  • If you have a question or need, large or small, we want to hear from you. Our greatest satisfaction is helping you. We will do everything we can do bring a speedy resolution to the issue at hand.
  • We believe that you deserve a team that is absolutely committed to you and your success. We are “all in,” striving to expand your thinking, widen your opportunity set, and foster positive outcomes for you and the people you love.

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 it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

      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.

      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.