Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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.
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:
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 Wealth Management 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 help 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.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Barron’s 2017 “America’s Top 1,200 Financial Advisors: State-by-State”
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.
Learn about the MyMerrill Mobile App.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.