Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
There's something to be said for experience, particularly the depth and breadth of experience of The Eckerline Wealth Management Group. Individuals, families, businesses and foundations turn to us for insight and carefully considered recommendations about growing and preserving their wealth. Many clients have relied on us for 30 years, from one generation to the next.
We believe clients appreciate our sound advice and exceptional level of service as we work together to develop and execute wealth management strategies built to help meet their short- and long-term financial goals.
We believe the most influential factors in successful wealth management aren't share price, dividend growth or even investment selection. Rather, it's your life, your family, your aspirations and your needs. These are the basis of the strategies I build with you, and it is against these strategies that we measure our success.
When an investment strategy is designed and recommended for your consideration, it comes only after rigorous investigation, vetting and scrutiny. We believe you deserve superior service, and we work tirelessly to earn your trust.
The Eckerline Wealth Management Group gives you full access to Merrill Lynch's wealth of tools. Using them with you, I'll learn about your assets and liabilities. I'll help you prioritize your financial goals and objectives, then place them in the context of your timeline, liquidity needs and personal tolerance for risk. The end result: a wealth management strategy that is designed to help you move forward with confidence.
Investments are considered with your objectives in mind and are recommended only if I feel they have a place in your overall strategy. I will work with you to reexamine your wealth management strategy whenever you need me to—and find fresh solutions that help to meet your new requirements.
Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
ISG Portfolio Strategist
Wealth Management Lending Officer NMLS # 796681
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.