The TS Group

push-top

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.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Experienced, Disciplined Wealth Management

The TS Group is a highly skilled team of professionals offering the personal touch of a boutique-like firm combined with the vast investment resources of Merrill and the banking convenience of Bank of America.  We focus on assisting high-net-worth individuals, families, corporate executives and small business owners with various aspects of their wealth management needs, drawing on our collective insights and experience to provide customized strategies.

When you work with the TS Group, you’ll be working with a team that has practical experience and a shared pursuit of excellence in everything we do.  We pride ourselves on our commitment to understanding your goals and objectives, and developing tailored strategies to address your current and long-term needs.

The foundation of our advice and guidance is taking the time to truly understand what is important to you.  We listen and we work together with you to provide organization and discipline to your financial life.  We offer clients our financial acumen, and maintain a dedication to outstanding service.

A Tailored Approach

We offer a customized, proactive approach to clients’ individual and family situation. The TS Group focuses on you – in our effort to help you design and refine a wealth management strategy tailored specially for you.

We are committed to gaining a keen understating of your needs, goals, time, horizon, liquidity requirements, risk tolerance, personal situation and overall financial position to help us offer customized investment and wealth strategies. Our disciplined process is proactive, designed to help you grow and preserve your assets and to structure the income streams you need.

Our investment approach rests on the fundamentals of balancing risk and return with diversification. We can help you understand the elements of risk that might affect your long-term wealth strategy. We can help you understand the elements of risk that might affect your long-term wealth strategy. We strive to offer a well-balanced portfolio that helps you pursue your investment objectives through a broad spectrum of market cycles. We work with you to create personalized investment guidelines detailing assets targets, risk tolerance, allocations of various asset classes and much more.

Over time, we can suggest changes to rebalance your portfolio as needed.

Team Work, Integrity and Trust

We seek to build a high level of trust and rapport with you while addressing your financial needs. Long-term client relationships are the heart of our business. We can guide you through each stage of your financial life, including wealth accumulation, retirement and wealth transfer.

We follow the Merrill lynch principles of client focus, respect for the individual, teamwork, responsible citizenship and integrity. The team’s high level of client-focused service, along with our financial acumen, is the cornerstone of our client commitment.

You’ll find that our collective team of experienced professionals can help with the different aspects of your wealth management, including retirement, investment and strategy, insurance and estate planning services.

Through bank of America, we can also offer access to banking and credit services. The TS Group can help you manage your financial life with greater ease and clarity.

Each member of our team can add value and help enhance your relationship with us. We will be in contact with you regularly for your scheduled review and progress reports, and we encourage you to call us anytime with questions or ideas.

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    Wealth Management Your Way

    MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

    You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill Lynch?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


      Merrill_Capabilities_Brochure.png  

      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.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your strategy as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.