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The Doyle Group
- phone
603.628.3248
- address
900 Elm Street
Manchester, NH 03101
Merrill Lynch
Wealth Management
We combine warmth and approachability with professionalism, helping you move forward toward your goals, thoughtfully, systematically, and confidently. As a multi-generational team, we offer personalized guidance grounded in transparency, to help you make informed decisions about your life and wealth.
The Doyle Group
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. Forbes recognized Sean as one of the top Financial Advisors in New Hampshire for 2019-2022 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year). Barron’s recognized Sean from 2016 - 2022 on the Barron's “America’s Top 1,200 Financial Advisors: State by State.” list(*Published annually in March. Rankings based on data as of September 30 of prior year). 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:
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Rachael Doyle is a CERTIFIED FINANCIAL PLANNER™(CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
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Sean Doyle holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) designation.
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
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 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, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Any information presented in connection with BofA 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. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Meet the 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.
Nicholas Field
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Timothy Keough
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #593726
Nicole Andersen
Enterprise Relationship Specialist
Bank of America, N.A.
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.
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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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.
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