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The MacDermott Group

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Merrill Lynch
Wealth Management


Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.

Welcome

Skiing.jpgOur mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and regularly review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Our Philosophy

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We believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.

Capabilities

A major advantage in working together is to provide you with access to a Wealth Management Lending Officer from Bank of America, N.A., who can review and help with your home lending needs.

Impact Investing

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We support clients who believe that their investments should be consistent with the causes, issues and beliefs that are important to them. We take the time to meet with you, listen to your preferences and not only discuss companies and institutions which we've researched as being reflective of your beliefs, but we can also help you eliminate firms currently in your portfolio whose practices may run counter to your position on the environment, the manufacture of weapons, and other “hot-button” issues that are meaningful to you. We can help you develop an impact investing strategy that is focused on helping you pursue your financial goals.


*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Retirement Plans

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Our goal is to make it easy for your employees to make the most of the benefits you provide to them and to support the important role you play in their financial wellness. Through personal, in-depth engagement with your company’s retirement plan, we can build a lifetime connection to you and your plan participants as we work together towards the goal of better retirement plan outcomes and brighter financial futures.

As your advisors, we stand ready to work with you in drawing on the full resources of Merrill Lynch Wealth Management to assist you in helping fulfill your fiduciary responsibilities.

Community

The MacDermott Group believes strongly in giving back and being active in the community.

Ian MacDermott served as President of the Farnum Center and Board Member for over 25 years, a non-profit organization founded by his grandfather in 1981 that provides care and support to adults seeking recovery from alcohol and other drugs. Ian is also a frequent participant in the Closer to Free Century ride, which supports patient care and research at Smilow Cancer Hospital and Yale Cancer Center. Ian is a past president at Manchester Country Club and past chairman of the investment committee for the Daniel Webster Council of the Boy Scouts.

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.

Amy McAvoy

Wealth Management Banking Specialist

Merrill

Timothy Keough

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #593726

Brenda Dolan

Wealth Strategist

Merrill

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.

      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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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.