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The Lindauer Group

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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.

Jeff Price

Jeff Price

Retail Sales Manager

Bank of America, N.A.

Robert Clements

Robert Clements

Wealth Management Banking Specialist

Merrill Lynch

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.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically 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.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.


      Merrill_Capabilities_Brochure.png  

      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.

      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.