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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 Neville Group
Wealth ManagementLearn more about an advisor's background on
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Merrill Lynch
Wealth Management
Guidance Built on Wisdom and Discipline.
Backed by more than a combined 50 years of industry experience, The Neville Group empowers clients to pursue their life goals by guiding them in devising and implementing a holistic approach to wealth management. We integrate investment advice and guidance, wealth structuring and exceptional client service to help each client accumulate, preserve and intelligently manage wealth throughout their life.
Backed by more than a combined 50 years of industry experience, The Neville Group empowers clients to pursue their life goals by guiding them in devising and implementing a holistic approach to wealth management. We integrate investment advice and guidance, wealth structuring and exceptional client service to help each client accumulate, preserve and intelligently manage wealth throughout their life.
The Neville Group
Working With The Team
A Focus on Clients, a Passion for Wealth Management
We believe wealth management is a thoughtful, ongoing process, not a single transaction. Your strategy, and the diversified portfolio of investments that powers this strategy, should be based on your unique circumstances, your values and your vision of the future.
A Goal-Centric and Personalized Process
We spend considerable time and energy in discovery to understand your core values, life goals, key relationships and family dynamics, and we complete a diagnostic analysis of your balance sheet, income and expenses, and non-investment assets and liabilities. Upon completion of our analysis, we share our thoughts on the strengths and weaknesses of your current strategy, as well as our ideas for you moving forward.
Who We Work With
We work with successful families, couples and individuals, including business owners, entrepreneurs and corporate executives. Each client is unique, but they often share common values around family, education, a strong work ethic and philanthropy.
Multi-Generational Wealth Preservation
You know your family, we know Trust & Estate Strategy. In coordination with your attorney, we make powerful and complex structures such as GRATs, GRUTs, CRATs and CRUTs understandable. We guide our clients to leverage these advanced techniques to maximize tax efficiency and align their core values with their next generation wealth transfer plan.
Client Relationships Are Built on Commitment
We are proud of the strong connections we've developed with clients and their families over the years. A number of clients have been with us for more than a decade, and many of our relationships with families span multiple generations. Our commitment to clients and the strong relationships we build with them are the pillars of our durable relationships.
Our commitment to you:
- We seek to understand you, your goals, your personal financial needs, your tolerance for risk, time horizon, liquidity needs and any other factors that may affect our recommendations.
- We seek to understand the key relationships in your life and the dynamics within your family as they pertain to your finances.
- We help you weigh your investment choices and set realistic expectations about long-term performance and associated risks.
- We make ourselves available to discuss the status of your investments, and we offer timely account and transaction information.
- We meet with you periodically to review your strategy and investments and to listen to any changes in your life and circumstances, or market conditions, that may prompt us to adjust your strategy.
- We gauge our success by the progress you make, over time, toward the financial goals that are most important to you and your family.
Your Circle of Advisors
At your request, we will coordinate with your other professional advisors, including your attorney, CPA, tax preparer, business manager, insurance underwriter and any others. Our experience has been that your interests are best served and you increase the likelihood of attaining your goals when your trusted advisors work together proactively to offer a holistic approach to cohesive custom strategies.
Investment Strategy: Seizing Opportunity and Managing Risk
Core investment tenets include:
- Markets and economies are interconnected. The investment landscape is exceedingly complex today, but can be deciphered.
- Portfolio structuring should be heavily influenced by your time horizon for the invested assets.
- There are several forms of risk in investing, not just price volatility. Your tolerance for risk depends on a number of factors, not just your age.
- Diversification is a good first step in managing portfolio risks. True diversification is about finding an optimal mix of non-correlated investment assets.
- Liquidity and marketability are paramount to maintain flexibility in a rapidly changing market environment.
- We place a high value on transparency— in terms of investment portfolio performance, progress to goals and all associated expenses.
Review and Evaluate
As we work with you in building a portfolio, we help you weigh overall balance sheet exposures and, in concert with your tax professionals, help you evaluate tax minimization strategies. We focus on carefully tracking progress to goals, and we repeatedly ask this question: Is each portfolio on track to fulfill its mandate and pursue your stated goal?
Multi-Generational Wealth Preservation
You know your family, we know Trust & Estate Strategy. In coordination with your attorney, we make powerful and complex structures such as GRATs, GRUTs, CRATs and CRUTs understandable. Our clients leverage these advanced techniques to maximize tax efficiency and - most importantly - to maximize alignment to their core values and intentions for their family.
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.
Stephen Neville
Forbes "Best-in-State Wealth Advisors" 2018-2023
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.
Harry Elbaum
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #588931
Tricia Kropp
Wealth Strategist
Merrill
Diana De Jesus
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
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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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