The MacDermott Group

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The MacDermott Group

Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

Welcome

Our 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 then help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality. When you succeed, we succeed.

Philosophy

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 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

One of our major advantages is being able to provide you with access to a Wealth Management Lending Officer from Bank of America, who can review and help with borrowing needs. Business owners and executives can also gain access to other areas of Bank of America that can offer strategies for companies, government agencies and not-for-profit institutions with revenues ranging from $50 million to $2 billion.

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Impact Investing

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.
 

Retirement Plans

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 to assist you in helping fulfill your fiduciary responsibilities.



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Community

The MacDermott Group believes stongly in giving back and being active in the community. Ian MacDermott is President of the Farnum Center, 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 has served on the Farnum Center board for 14 years. 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.

Sara Bee is actively involved with New Hampshire Businesses for Social Responsibility, where she works closely with businesses in New Hampshire that are interested in taking steps toward being more socially responsible. Sara is especially passionate about connecting with and empowering young women and volunteers as a coach for a girls lacrosse team at the Boys and Girls Club of Greater Manchester and an elementary school Girls on the Run team. On the New Hampshire Tech Alliance's Tech Women Ambassador Committee, Sara works to encourage young girls to consider careers in STEM (science, technology, engineering, math). Sara also volunteers with the Manchester Police Athletic League, Building on Hope and the Manchester Young Professionals Network. 

Meet Our Team

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.

Additional Resources

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.

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Jo-Ellen Garcia

Wealth Management Banking Specialist

Victor W Diune

Victor W Diune

Trust Specialist

Nicholas G Copadis

Nicholas G Copadis

Wealth Management Lending Officer NMLS # 1422123

Your Financial 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*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.

Let’s Have a Conversation

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.

Why Merrill Lynch?

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.


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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 financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

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.

Adjusting your plan as your life and the markets change.

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