Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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•Working with you in a time-sensitive manner, knowing that you face competing demands from your business and your personal finances.
•Managing your cash and financing needs to provide for employees and plan for your company’s future growth.
•Investing for the short- and long-term goals of your company while strengthening both your business and personal finances.
•Establishing a retirement plan to help secure your future and that of your employees.
•Safeguarding your business and your family’s future with business continuation, wealth transfer or succession planning strategies.
•Provide strategies that seek to reduce the risk of a concentrated stock position that ties you to your company’s performance.
•Navigating and complying with SEC rules, your company’s trading restrictions, and equity reporting requirements.
•Developing a long-term financial strategy while addressing day-to-day portfolio management as your career advances and your goals change.
•Provide easier access to liquidity solutions that allow you to live the lifestyle you want, even where your cash flow may be uneven throughout the year.
•Working with you in a time-sensitive manner, knowing that you are extremely busy and your career is a priority.
•Being financially aware to recognize that with significant wealth comes the need for a higher level of understanding in approaching wealth management.
•Developing a financial strategy that balances your family’s lifestyle, including personal spending, savings, and investment objectives.
•Managing legacy assets responsibly to navigate the unique challenges that wealth can create for you and future generations of your family.
•Implementing a well-defined transition plan to define your family’s legacy.
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 7 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 CERTIFICATION (CFP®), 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 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.
Supported by the global resources of Merrill Lynch, 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 Financial 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
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.