Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Managing individual and family wealth today is a complicated task. Laws and regulations are in constant motion, capital markets are global and interconnected, and economics and politics influence the investment markets. The Pilant–Kingsbury Team's mission is to work closely with you to develop a wealth management strategy that encompasses your goals, your priorities, your values and your vision of the future.
We are a team that has worked well together since 2001. Our goal is to weave trust and integrity into the fabric of client relationships. We are proud that many clients have recommended our team to their friends and colleagues.
We are strategy-oriented financial advisors and make recommendations only after careful thought and analysis. The first step is to develop a wealth strategy that fits your needs. We begin this discovery process with five key questions:
We know you have worked hard to accumulate wealth. Part of our job is to help you keep it. Our investment philosophy is based on the concept that downside preservation is an important part of a strategy designed to pursue targeted returns based on risk tolerance, liquidity needs and time horizon.
This philosophy affects how we guide you in devising a strategic asset allocation framework and how we make investment recommendations. As different themes emerge we can help you identify trends in the markets and investor behavior.
Your Investment Strategy: Four Key Questions
The Pilant–Kingsbury Team works with wealth creators from all walks of life, but more than half of the clients we work with are connected—directly or indirectly—with the energy sector.
Early in his career at Merrill Lynch, at about the time oil started flowing from the Prudhoe Bay oil fields in Alaska, Dale Pilant developed his enduring interest in energy businesses and the fine people who drive the industry. Our energy sector client base has grown ever since, as has the staff, scope and capabilities of The Pilant–Kingsbury Team.
We truly enjoy our face-to-face meetings with clients who work in the epicenters of the industry, and beyond: Texas, Oklahoma, New Mexico and Missouri. We take pride that the clients we serve include several family relationships that span two or three generations. Referrals and client loyalty are indicators to us that our advice and guidance are on target and valuable, and that we relate to people with professionalism and understanding.
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.
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.