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The Neville Group

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Merrill Lynch

The Neville Group

Wealth Management
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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.

The Neville Group

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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.  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. 

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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.

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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?

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Corporate Services

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.


Integrated Corporate Benefits Plans
  • Defined Contribution—401(k), 403(b), Safe Harbor, profit-sharing plan
  • Defined Benefit—Traditional and cash balance plans
  • Equity Compensation—Directed share, employee stock purchase, stock option, restricted stock, Rule 144 and 10b5-1 diversification plans
  • Deferred Compensation—Supplemental executive retirement plans and COLI
  • Employee Education—Face-to-face workshops and one-on-ones to help key employees take full advantage of each benefit plan

We also offer access to services and products provided by Bank of America, including a menu of banking services for companies and their staffs, such as Bank of America's innovative Bank at Work™ program for employees, and lending, leasing and liability management programs for companies.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Stephen Neville

Forbes “Best-in-State Wealth Advisors”  2018, 2019 & 2020

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.

Scott Cooper

Scott Cooper

Wealth Strategist

Merrill Lynch

Tricia Kropp

Tricia Kropp

Trust Specialist

Bank of America, N.A.

Diana Sofia De Jesus

Diana Sofia De Jesus

Wealth Management Banking Specialist

Merrill Lynch

Your Financial Approach

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • 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 Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

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.

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 approach, 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 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.


    Monitoring 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.

    Wealth Management Your Way

    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.

      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.


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      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.

      We get to know you and your family, your financial situation and what matters most to you.

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

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

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