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The London Group

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Merrill Lynch

The London Group

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Merrill Lynch
Wealth Management

"Our team offers wealth management strategies to individuals as well as small and medium-size businesses.
We develop our services and insight through candid, thoughtful client communication and dedication to client
goals. A prime reason that clients seek our help, we believe, is that we focus on service. Clients know we
are available for customized wealth management along with practical help with financial transactions.
We are avid educators and believe in helping individual and business clients every step of the way."

Lisa M. London, CFP®, CRPS®
Senior Vice President
Wealth Management Advisor
Retirement Benefits Consultant

The London Group

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Offering a wide range of financial insight and strategies

The London Group is headed by Lisa London, Wealth Management Advisor and Senior Vice President, and Nora Kolar, Financial Advisor. We have significant experience in helping clients address a wide range of complex financial issues. Along with our skills, we believe our service philosophy is a key reason many of our relationships with clients span decades. Everyone on our team is dedicated to helping clients on their financial journey by building relationships and striving to provide an exceptional experience.

A commitment to outstanding service
Our team understands that affluent investors and prominent companies expect and deserve a higher level of service. We think you'll find our service commitment is clear in every interaction we have with you, no matter how small the matter. Whether we are helping you with integrated wealth management or assisting you in selecting a platform for a multimillion dollar retirement plan, we make your priorities our priorities. We know the importance of these assets—and how much depends on proper execution of the strategies we create with you.

Communication you can count on
The London Group understands the desire for clear, timely communication and open dialog. In addition to our regularly scheduled financial reviews, our team is happy to meet with you to discuss and offer feedback on any financial matter. We also work to provide you with timely updates on any market or economic changes that could affect your financial outlook.

Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

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 help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

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 give you a sense of the full assessment and help us provide you with additional insights and resources.

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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.

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A higher level of wealth management, insight and service

Because The London Group works with affluent families across the country, chances are we've seen your financial challenges before. This insight helps us offer individualized strategies based on your outlook and financial personality.

Wealth preservation
We can help families pursue their financial goal of developing their assets over time. They may also have business interests, deferred compensation or other tax-deferred assets, or legacies from inheritance or trusts. We can offer long-term portfolio recommendations designed to help maintain your core wealth structure, while seeking smart, sensible growth. We also look at various ways to help you manage your risk, taking into account the potential hazards of income loss, taxes, inflation or the unexpected passing of a key provider.

Retirement planning services
The London Group has worked extensively throughout the retirement arena, so it's no surprise that affluent individuals approaching retirement have sought our advice and guidance. We offer highly customized strategies to help you pursue the kind of post-working life you want. We look at what kind of lifestyle you envision, where you want to live, how extensively you will travel, and what kinds of health care savings you will need. This understanding helps us offer you a range of income and distribution options tailored to your needs and goals, no matter where retirement may take you.

Your financial management
Regardless of where you are in your life or career, we believe informed financial management is essential to helping you keep more of your assets and income. We can show you where we think you may be overspending on taxes, debt and other expenses and obligations In collaboration with your tax and other professionals, We can help you bring together key aspects of your financial life into a single over-arching structure that evolves as your life changes.

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Helping businesses provide sensible, cost-effective retirement benefits

The London Group can provide administrative services to help businesses of all sizes manage their qualified and nonqualified retirement plans. From employee education to updates for the plan sponsor, we can provide businesses with access to retirement benefits that are cost-effective, manageable and easy for your employees to use.

Customized investment menus
Whether you're fine-tuning or completely redesigning your retirement plan's investment menu, The London Group can work with your investment committee to help provide guidance to selecting high-quality choices that present long-term potential. These plans may also offer self-directed brokerage accounts for employees. Our team can also access specialists within Merrill to draft an investment policy statement and help your investment committee and plan reviews.

In-depth employee education
The London Group can meet with your employees through group seminars and one-on-one consultations to help them make the most of the retirement plan. We can offer them education on their contributions, employer contributions, asset allocation strategies and various distribution options. Our team can also help participants understand the importance of portfolio diversification and rebalancing. The goal is to give employees a chance to build a tailored portfolio, taking into account their tolerance for risk, liquidity needs and time to retirement.

Providing access to plan services
Our team can help with key administrative aspects of your retirement plan, as we work with plan providers to help with employee meetings and plan sponsor meetings, contribution processing, and more. You can also get up-to-date reports on your plan's investment performance, participation, contributions and distributions quickly and easily online.

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Digital

Stay connected to your financial life with MyMerrill.com®
See all your account information whenever and wherever you need it.

MyMerrill Features includes:

Portfolio Summary
Holdings
Unrealized & Realized Gain/Loss
Research & Insights
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Documents Vault
Bill Pay
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e-Signature
Pay Merrill and Bank of America Credit Cards
Authorized Account Access (3rd Party)
My Financial Picture
MyMerrill Security Features
Document Scanning
MyMerrill Mobile App (available on Android, iPad and iPhone mobile devices)

Click below to find additional resources on our digital capabilities.

MyMerrill Overview
Investment & Banking Integration 
 Authorize Account Access on MyMerrill.com® 
Go Paperless 
My Financial Picture 
Simplify Your Financial Life 
Spending & Budgeting Tool 
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Contact your financial advisor today to discuss how you can stay connected on the go 24 hours a day/ 7 days a week.



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.

Andrew Stamper

Andrew Stamper

Trust Specialist

Bank of America, N.A.

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.