Merrill lynch


Wealth Management
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Merrill Lynch
Wealth Management

At the Cook Group, our mission is to help clients define and attain their financial goals with confidence. We provide sound professional advice and impeccable service within a disciplined strategy, individually designed to help accomplish your goals.

The Cook Group Mission

At the Cook Group, our mission is to help clients define and attain their financial goals with confidence. We seek to provide sound professional advice and impeccable service within a disciplined strategy, individually designed to accomplish your goals. Our investment consulting services are developed after your goals and dreams have been defined. Your progress toward your goals is actively reviewed, measured and reported. Our success is measured by clients progress toward their financial goals and dreams.

Clients come to us because

We are not interested in short-term relationships. We serve as strategists, helping clients understand how long-term decisions can help shape their approach to wealth accumulation. We develop wealth management strategies and regularly review them to help give clients the best chance of achieving their goals. We work hard to be knowledgeable and clearly explain to clients the many investment opportunities, the ever-changing market conditions and their portfolio returns. We stay in touch on an ongoing basis with phone calls, meetings and detailed reporting. Although we do not provide legal or tax advice, we work closely with clients' other advisors to help ensure that clients understand the financial impact of their tax and legal situations/decisions.

Our Goals

  • To thoroughly understand our clients' financial priorities so that we may earn their trust
  • To find innovative ways to connect all the pieces of our clients' financial lives to help them achieve their goal
  • To become a trusted resource to each of our clients so that they may rely on us for financial advice and guidance in their pursuit of personal, financial and professional success
  • To build enduring relationships with individuals and families, partnering with a team of specialists, we assist clients in every aspect of their financial lives and are their first point of contact.

Our Approach

Our approach to wealth management is consultative, objective and committed to excellence. We take the time to listen to and review client financial situations, preferences and goals. From that, we make recommendations that accurately reflect each client’s income and growth expectations, and further explore strategies that cover a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.


We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.


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.”).

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.

Joseph J. Danatzko

Employee Benefits Specialist

Bank of America, N.A.

Brian Polakowski

Associate Investment Advisory Specialist


Corey Friedrich

Wealth Management Banking Specialist


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.


    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 there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.


      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.

      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.

      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.