The Doyle Group

push-top
Merrill lynch

The Doyle Group

Introduce us to a friend

We combine warmth and approachability with professionalism, helping you move forward toward your goals, thoughtfully, systematically, and confidently. As multi-generational team, we offer personalized guidance grounded in transparency, to help you make informed decisions about your life and wealth.

Welcome

We’re a nationally recognized wealth management team based in Manchester, New Hampshire.* We work with clients in multiple regions of the United States, advising them at varied points in their personal and professional lives. Each has a unique story. Some are business owners contemplating a significant decision, such as an expansion, transfer, or sale. Others are executives, either actively working or retired. And still others have inherited their wealth.

Whatever a client’s path, we recognize that “wealth” means a lot more than a person’s balance sheet. We’re sensitive to the crossroads that people encounter in their financial lives: death of a loved one; marriage or divorce; launch, transfer, or sale of a business; retirement; or other significant event. We approach each of these transitions with the empathy and care they deserve, helping clients make informed decisions about their lives and legacies. Education is a cornerstone of our practice; we’re gratified to support multiple generations of client families in becoming more capable stewards of their finances.

* Sean Doyle has earned national recognition from Forbes as the top Financial Advisor in New Hampshire in its “Best In-State Wealth Advisors” list for 2018. Barron’s recognized Sean from 2016 - 2018 as one of “America’s Top 1,200 Financial Advisors: State by State.”  Please see his bio for more detail.

A Thorough and Deliberate Approach

We are a planning-based team, grounding our work in a detailed analysis of your circumstances. We believe strongly in the value of designing—and executing—a customized plan for you and your family. Our team has holds professional designations that attest to this emphasis:

  • Rachael Doyle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

  • Sean Doyle holds the Chartered Retirement Planning CounselorSM designation (CRPC®) and the Certified Plan Fiduciary Advisor (CPFA) designation.

Skilled listeners, we begin each relationship by learning about your unique background, preferences, goals, and aspirations. We then craft a long-term strategic plan that pinpoints your objectives and lays out a clear path to pursue those aims. Planning is not an end to itself, of course. We pride ourselves on our implementation. We’ve structured our team with clear roles and responsibilities; each of us is committed to helping you make steady and resolute progress toward meaningful milestones. Together, we leverage our collective strengths and talents to help you streamline complexity, resolve uncertainty, and restore precious free time so that you focus on the passions and pursuits you most value.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
CRPC® and CRPS® are registered service marks of the College for Financial Planning.

Committed to Your Long-Term Success

We are honored that client referrals constitute our primary source of new relationships. We strive to earn that trust every day by focusing on each client’s long-term well-being. Our methodical and disciplined process can help you make measurable progress toward your goals.

We can help you move forward in the following areas:

  • Understand your financial picture with more clarity
  • Develop diversified portfolio strategies
  • Enact a disciplined investment process
  • Design more consistent cash flow
  • Lay out a timetable for key financial decisions, such as retirement
  • Finance higher education for your children or grandchildren
  • Preserve your assets through insurance strategies
  • Facilitate access to lending solutions through Bank of America, N.A., to purchase a home or business, or to restructure existing debt
  • Prepare for the transfer or sale a family business
  • Share your wealth with the people and causes you cherish
Our Financial Advisors, Sean and Rachael Doyle, lean on more than 29 years of collective financial services experience. They’ve helped clients tackle a broad spectrum of questions and can likely relay the insights and best practices they’ve gained from first-hand experience. Our client service team members—Annette Crnilovic, Melissa Leone, and Bo Denniston—are exceptional in their dedication and diligence. Our goal is to “wow” you, delivering an experience that exceeds your expectations.

Helping You Stay Informed

We’re a team of committed communicators. You’ll hear from us often – not only when the markets are good, but in varied fiscal environments and conditions. We’ll establish a series of regular reviews so that you can stay apprised of where you are relative to your goals and timelines. We’ll also reach out to you—formally and informally—with the latest Merrill Lynch research, connecting you to the firm’s on-line resources, applications, and tools.  

We also want to hear from you whenever you need us. If you have a concern, decision point, or simply some good news to share, we welcome the opportunity to connect. When you speak with any of us—from Advisors through Associates—you can count on us to grasp the nuances of your situation. We have processes in place to ensure robust coverage and in-depth personalization for your needs.

Your external tax and legal team are integral to your financial success, so we’ll also spearhead regular communication with these advisors. Together, we’ll collaborate on integrated tactics and strategies for legacy design, tax-efficient investments, business structuring, access to structured lending, or other initiatives, as appropriate.*

Finally, we recognize that communication within families can be challenging—particularly when it comes to finances. We’ll help you advance clear communication within and across generations so that you and the people you love are more confident in your ability to shape your future as you see it, mindful of your preferences and priorities.

* Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. MLPF&S is a wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.


Recognition

Merrill Lynch is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Sean M Doyle

Forbes “Best-in-State Wealth Advisors”  2018

Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” 2016 - 2018

Meet the 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.

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.

ML_Video_v2.jpg
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.


MLCampaign_WhyML_v3.jpg

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.