Bell Duncan Gardiner

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Bell Duncan Gardiner

Wealth Management Group
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Merrill Lynch
Wealth Management
Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

Bell Duncan Gardiner

Welcome

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Philosophy

We believe the cornerstone to the foundation of wealth management is building a family office style relationship with each client (family or institution). We seek to become that cornerstone in clients’ lives – helping with vision, purpose and implementation. Many families have core values that have remained true for decades. Our goal, through the use of behavioral finance, is to help assure strategies are developed to allow for your values to be carried on for years to come.

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 investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from 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 strategies for transferring wealth to the younger generation.

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.

Andrew Stamper

Andrew Stamper

Trust Specialist

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Robert Hinnant

AI Specialist

Tiffany Glidden-Rude

Tiffany Glidden-Rude

Retirement Specialist

Upcoming Events

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Monday Morning: Coping with market volatility

39577 Woodward Ave., Suite 100, Bloomfield Hills, MI 48304

May 27th, 2019|9:30 AM - 10:00 AM

We’ll be discussing market volatility, and strategies that can help you keep a long-term perspective while coping with a turbulent market. We look to clarify, educate and strategize. Contact us directly to receive a link to this week's Webinar.

    For more information: 248.645.7468 or erika.mcnulty@ml.com

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    Medicare

    39577 Woodward Ave., Bloomfield Hills, MI 48304

    August 13th, 2019|6:00 PM - 7:30 PM

    During this seminar you will learn from an industry consultant on what to do and not do when it comes to Medicare. Please contact us below if you are interested in attending.

      For more information: 248.645.7468 or erika.mcnulty@ml.com

      Your Financial Strategy

      We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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
      FAMILY
      Taking care of your family and other people in your life
      • Trust & Estate Services2
      • Education Funding Strategies1
      • Insurance3
      HEALTH
      HEALTH
      Planning for healthcare expenses now and in the future
      • Long-term Care Insurance3
      • Health Savings Account2
      • Disability Insurance3
      HOME
      HOME
      Upsizing, downsizing, remodeling or buying a vacation home
      • Home Loans2
      • Home Equity Lines of Credit2
      • Securities-Based Lending2
      • Credit Cards2
      WORK
      WORK
      Working in retirement, selling or starting a business
      • Bank of America Business Banking2
      • Exchange Funds1
      • Concentrated Stock Management1
      • Succession Planning1
      LEISURE
      LEISURE
      Spending your free time in meaningful ways
      • Credit Cards2
      • Securities-Based Lending2
      • Structured Lending2
      GIVING
      GIVING
      Volunteering, mentoring others and giving to charities
      • Donor-Advised Funds2
      • Private Foundations2
      • Charitable Trusts2
      FINANCE
      FINANCE
      Using your finances to bring it all together
      • Merrill Lynch 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

      1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
      2Banking products are offered by Bank of America, N.A.
      3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

      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 strategy, our goal is to help you stay on track to achieve what's most important to you.

      Regular reviews to help you stay on track
      Regular reviews to help you stay on track

      We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

        Monitoring changes in your life and to your goals
        Monitoring changes in your life and to your goals

        Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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        Access to what you need, when you need it

        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

        • Your advisor is never more than a click away within our site or mobile apps
        • 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

        *Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

        Let’s Have a Conversation

        Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

        Why Merrill Lynch?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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.

        Personalized advice from a dedicated financial advisor.

        Getting to know you is our primary goal.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

        Adjusting your plan as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.