Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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There's something to be said for experience, particularly the depth and breadth of experience of The Boyd Group. Our entire team shares a common goal: to help you pursue your personal goals, such as planning for and funding your childrens' educations, helping to ensure that your money lasts in retirement, planning for your potential health care costs, and managing the transfer of wealth to the next generation. Many clients have relied on us for more than 34 years, from one generation to the next.
Clients, we believe, have come to appreciate our professional advice and guidance, as we strive for exceptional level of service, and we work together to develop and execute wealth management strategies built to help them pursue their short- and long-term financial goals.
The Boyd Group gives you full access to Merrill's wide range of tools. Using them with you, we'll learn about your assets and liabilities. We'll help you prioritize your financial goals and objectives, then place them in the context of your time line, liquidity needs and personal tolerance for risk. The end result: a wealth management strategy that is designed to help you move forward with clarity.
Investments are considered with your objectives in mind and are recommended only if we feel they have a place in your overall strategy. This team will work with you to reexamine your wealth management strategy whenever you need us to—and find fresh strategies that help to meet your new requirements.
It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and financial approach are guided by what’s important to you, and our success is defined by your satisfaction over time.
We begin every relationship with a conversation, helping you to identify and prioritize which goals matter most to you. Whether that's transferring wealth to the next generation, customizing financial strategies that help you pursue your passions, or simply providing advice and guidance to help you stay informed, we start by listening to learn more about you. We'll examine several components – your life priorities, investment personality and financial situation – to help create an actionable strategy with personalized advice and measurable goals. We'll be here with you every step of the way, helping you track progress to your goals and working with you to adjust your investment strategy over time.
We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.
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.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” in 2018 - 2020
Barron’s “Top 100 Women Financial Advisors” 2006 - 2019
Forbes’ “America’s Top 250 Wealth Advisors” in 2017 - 2019
Working Mother/SHOOK Research’s Top Wealth Adviser Moms in 2018 and 2019
Barron’s America’s Top 1,200 Financial Advisors:State-by-State 2017 - 2020
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 Lending Officer
Bank of America, N.A.
UHNW Insurance Specialist
Bank of America, N.A.
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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.
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.
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.
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.
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
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs. 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.