Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
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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. 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.
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:
Core investment tenets include:
The Neville Group offers corporate services to nonprofit and for-profit organizations. We support entrepreneurs, management teams and human resources executives as they evaluate benefits plans, refine plan design and oversee ongoing plan execution.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018, 2019 & 2020
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.
Wealth Strategist
Merrill Lynch
Trust Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill Lynch
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 offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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. |
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