Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
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.
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.
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.
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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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.
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.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.