Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
603.628.3248
900 Elm Street
Manchester, NH 03101
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 Counselor (CRPC) designation 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.
Digital Engagement:
MyMerrill Security - Video
MyMerrill Overview - Video
MyMerrill Mobile App - Video
MyMerrill Mobile Enrollment - Video
My Financial Picture - Video
Merrill Bank of America Integration - Video
Mobile & E-signature - Video
Send Documents to Your Advisor - Video
Digital Welcome Kit - PDF
Five 401(k) Options - PDF
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.
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.
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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #593726
Enterprise Relationship Specialist
Bank of America, N.A.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
Transcript of Video
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 AdvisorTM
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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