Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Relationships are at the heart of our practice. By listening to and understanding each client’s unique goals and needs, we are able to deliver personalized advice and guidance that goes beyond investments to connect all aspects of our clients’ lives.
The Lehman Eger Group consists of highly skilled and dedicated professionals, collectively bringing more than 100 years of financial services experience to each client. Industry experience, along with distinguished designations such as the CERTIFIED FINANCIAL PLANNER (CFP®) professional, Chartered Retirement Planning Counselor (CRPC®), and Certified Private Wealth Advisor (CPWA®), have us uniquely qualified to address the complex needs of our clients.
Service and Execution
The Lehman Eger Group is dedicated to the highest level of personalized client service. Our core values of accountability, discipline, process, and accessibility reflect our passion to serve our clients. We work closely with other trusted advisors, including attorneys and CPAs, to address all of our clients’ unique wealth management needs.
With access to the investment insights of Merrill Lynch, the Trust & Estate services of US Trust, and the banking capabilities of Bank of America, The Lehman Eger Group combines the resources of a global financial services firm with our own brand of an intimate family office boutique-like experience to provide our clients with customized and goals based financial strategies.
Our team’s philosophy is to focus on helping you meet your goals. We do this by considering your return objectives, liquidity requirements, time horizon, tax situation and risk tolerance.
By incorporating independent expertise, firm research, and the extensive resources of our Chief Investment Office, coupled with our institutional-quality investment process, we carefully construct a diversified portfolio customized to your needs.
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
Supported by the global resources of Merrill, our group 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.
Director, Retirement Plan Specialist
Senior Wealth Management Lending Officer NMLS # 588931
Learn more about the highly engaging podcast series from Merrill Lynch
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.