Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The Liparoto, Hollis & Gibson Group
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Merrill Lynch
Wealth Management
The Liparoto, Hollis & Gibson Group believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at each step of the wealth management process.
The Liparoto, Hollis & Gibson Group
Welcome
The Liparoto, Hollis and Gibson Group works closely with clients across multiple generations to help them meet the complex challenges of preserving, growing and managing their wealth. As a wealth management team, they are committed to offering exemplary service as they build customized strategies to help clients achieve their financial goals.
Working with families, business owners, retirees and professionals the group starts by listening to the concerns of clients. Each relationship is unique and after uncovering what “keeps clients awake at night”, they construct a roadmap to implement a disciplined strategy. Often times, spouses have separate concerns such as retirement planning. The team is then diligent about addressing these concerns. Once they have prioritized client needs, they can offer customized advice and guidance that is understandable, implementable and trackable.
Understanding that needs evolve over time, the team reviews each client’s goals on a regular basis. Selling a business, welcoming a new grandchild or the loss of a loved one are just a few examples of events that change lives. By coaching clients through these types of events, every member of their team builds strong rapport that deepens the relationship they have with clients well beyond investment decisions. They strive to be the trusted advisor to the families they serve to meet the demands of today’s changing world.
Building, preserving and enjoying wealth can be challenging. The Liparoto, Hollis and Gibson Group believes it is their job to navigate the process. Access to outstanding research, superior investment professionals, a team of internal specialists through Merrill and a dedication to excellence sets this wealth management team apart. By regularly asking clients timely questions and providing meaningful advice, their goal is to continue to earn the trust and confidence of the clients they serve.
As Chris Liparoto explains, “We feel privileged to work with many successful families and are honored to help guide them on their journey to financial independence. We look forward to learning about the financial challenges that face us in the future and being a part of the solution to overcome them.”
Philosophy
We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
Approach
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.
We believe clients 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
- taking steps to help you preserve income during a life challenge
- educating the younger generation about investments and the markets
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.
Capabilities
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- 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
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.
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.
Chris J Liparoto
Forbes "Best-in-State Wealth Advisors" 2018-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Peter T Gibson
Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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.
Michael Abdalla
Wealth Management Banking Specialist
Merrill
Paul P Salloum
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #533745
Wale Adebayo
Investment Solutions Group Portfolio Strategist
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.
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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.
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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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