Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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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.
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 financial strategies 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.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment we can customize financial strategies together. 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.
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 strategy 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.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
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.
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.
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.
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.
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.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
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.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.