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 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.

Digital Engagement:

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*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.