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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 personalized financial approach designed to help you pursue what’s most important to you.

Bell Duncan Gardiner

Welcome

Our mission is to understand you and what matters most to you. 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 and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage 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 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.

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

Bank of America, N.A.

Robert Hinnant

Robert Hinnant

AI Specialist

Merrill Lynch

Tiffany Glidden-Rude

Tiffany Glidden-Rude

Retirement Specialist

Merrill Lynch

Past Events

Monday Morning Market Update

WebEx, (Contact us below for additional information)

August 19th, 2020|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.

    Monday Morning Market Update

    WebEx, (Contact us below for additional information)

    August 26th, 2020|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.

      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

          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.

          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.

          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.