Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Navigating Risk: A Conversation with retired four-star General Stan McChrystal.
This conversation will explore topics ranging from military history to the business world, illustrating how individuals and organizations can be more prepared for all dimensions of risk.
Navigating Risk: A Conversation with retired four-star General Stan McChrystal.
This conversation will explore topics ranging from military history to the business world, illustrating how individuals and organizations can be more prepared for all dimensions of risk.
The Bennett Hash Badami Team
Wealth Management GroupLearn more about an advisor's background on
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Merrill Lynch
Wealth Management
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
The Bennett Hash Badami Team
Welcome
Founded in 1977 by Lynn Roper, our team today remains committed to the importance of guiding and advising financially successful families on their full spectrum of their wealth managment needs. Striving for exceptional client service every day, we treat our client family with the respect and courtesy they deserve.
Teamwork is at the heart of our culture. Although we are an all-female team, we pride ourselves on our diverse backgrounds and capabilities. We believe that our collaboration results in consistency and continuity of service. With more than 100 years of collective experience, our longevity and continuity as advisors at Merrill and with each other have provided us with a maturity and perspective that does not disappear during times of crisis.
We have considerable experience recommending wealth management strategies to help negotiate life's turning points, both the ones you can prepare for, such as buying, selling or exiting business, and those that come as a surprise: illness, death, or divorce. Supportive and insightful, we help clients anticipate what's ahead so that they can plan for the impact of major milestones, triumphs, and transitions. We can help you discern what has worked for similarly situated clients, so that you can pursue a more efficient and thoughtful path toward your goals.
We welcome the opportunity to speak with you and show you how we can be a valued resource for every stage of your financial life.
Mission statement
At Bennett Hash and Badami, we believe our level of client service is a key differentiator of our practice. Empathetic and accessible, our "can do" attitude has helped us build enduring relationships with clients, some of which span several decades and multiple generations of families. Our mission is to educate and help them make informed, well-thought-out decisions about any facet of their wealth that concerns them.
Approach
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.
We believe clients realize the full value of our relationship, including:
- helping you make significant decisions
- recognizing your life priorities and goals
- understanding your investment personality
- helping you prioritize and pursue goals
- being transparent by making possibilities, fees and risks clear
- taking steps to help you preserve income during a life challenge
- educating the younger generation about investments and the markets
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Meet Our 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.
Megan Farani
Wealth Management Banking Specialist
Merrill
Joseph McCullough
Wealth Strategist
Merrill
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Clint W Weber
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1289891
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
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.
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.
#DigitalMerrill
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.
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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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