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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Somers Gibson Group
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Wealth Management
The Somers Gibson Group strives to integrate all areas of your financial life into a coordinated approach to help you pursue your goals. Our team works cohesively to help customize your experience and help maintain flexibility as your life and needs evolve.
The Somers Gibson Group
Welcome
When addressed separately, the different pieces of your financial life may only help you realize part of your true financial potential. The goal of The Somers Gibson Group is to have nearly every aspect of your financial life work seamlessly together to help you pursue your goals. By leveraging the insights of Merrill and with access to the banking, credit and lending of Bank of America, our team can streamline the process of helping you address virtually any financial need.
We strive to become your financial concierge, helping guide you through each stage of your financial life. It is our belief that the passion of each member of The Somers Gibson Group can be felt in every interaction they have with you and in their dedication to help you pursue the things in life that bring you the most joy.
Our Philosophy
The Somers Gibson Group serves individuals and families of all ages who have worked hard and sacrificed to accumulate wealth, often without consulting a financial advisor. Our advisors, Joe, Skye, Stephan and Hylton, welcome your questions about the value of a personalized financial approach and how it can help guide you through different stages in your life.
We believe your life and your finances are closely intertwined. As one grows more complex so can the other. The Somers Gibson Group believes there is no time like the present to seek our advice and guidance. Our capabilities are expansive and our team can leverage the latest technologies Merrill has to offer to help you follow your financial strategy.
Much like a marriage, we believe that each new relationship can thrive when nurtured and strengthened by open and candid communications. Along with our commitment to personalized attention, The Somers Group believes this approach can help build a more complete relationship with you.
The wealth planning process offered by the Somers Gibson Group is designed to help make how you work with us predictable and less stressful. At the core of this process are highly interactive conversations that Skye, Stephan, Hylton and Joe facilitate with you. They begin at the end to help you focus on what’s important in your life. For example, do you want to pursue the flexibility to live the retirement lifestyle you envision? Is one of your objectives to have your children graduate college debt free? Or, perhaps you’re focused on tax-minimization strategies to help make more of your wealth available to assist future generations with their goals?
Our Process
Our dedication to the discovery process may lead to a more personalized discussion with you about:
- The scope of services The Somers Gibson Group can offer
- How you want us to communicate with you and how often
- Your need for privacy and transparency
- How you perceive risk
Before you commit to working with us, it is our objective to help you come close to having a total picture of the breadth, depth and value of what The Somers Gibson Group and Merrill can offer you.
Capabilities
The Somers Gibson Group offers a broad, holistic approach to wealth management and a suite of services designed to help you manage all of the pieces of your financial life. We can assemble for you the expansive tools, technology and insights of Merrill and also offer access to the banking convenience and lending solutions of Bank of America.
One of our major advantages is being able to provide you with access to a Wealth Management Lending officer from Bank of America, N.A., who can review and help you with your home lending needs. For your customized investment approach, Joe and his team of advisors focus on third-party managers and can draw from their experience, the best thinking of Merrill and the investment insights from the Chief Investment Office for manager selection and ongoing investment due diligence.
For business owners, we can assist with company benefit plans to help attract and retain employees. For clients nearing retirement we offer a range of capabilities, including retirement income planning and wealth transfer solutions from Merrill and access to estate planning services and philanthropic solutions through Bank of America.
Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.
High Touch Communications
Our commitment to communication goes well beyond what your statement says. Open and direct communications help us understand your needs at a deep level. We listen carefully and can help talk you through financial opportunities and challenges that may come your way. During times of volatility, we strive to speak with you just as often and as frankly as when markets are rising. Our team members, Glenn, Jackson, Michelle and Austin, strive to use as many means as possible to share with you the views of The Somers Gibson Group and Merrill, including digital tools that can help illustrate how a diversified portfolio is designed with your sensitivity to risk in mind.
Your Financial Approach
The Somers Gibson Group can help you organize and structure your financial approach to help pursue multiple goals simultaneously. These may include strategies for:
- Pre-retirees seeking structure for their retirement, with a focus on income production to maintain their lifestyle
- Millennials seeking to put their wealth on a trajectory to build career and family flexibility
- Business owners planning for succession or a sale
- Families looking to leave a lasting legacy
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.
Joseph J Somers
Forbes "Best-in-State Wealth Advisors" 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
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.
Shawn DeAngelis
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1450823
Laurie B Joel
Wealth Management Banking Specialist
Merrill
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.
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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