The Pron Wealth Management Group

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Merrill Lynch

The Pron Wealth Management Group

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As financial advisors, our purpose is to help clients define their goals, determine their risk tolerance, time horizons and liquidity needs, to establish a wealth management strategy centered on the priorities for their lives. This strategy will evolve as we help clients adjust their strategy as needed as inevitable changes in life occur.

The Pron Wealth Management Group

Mission Statement

The Pron Wealth Management Group’s mission is to understand you and your priorities. We take the time to ask hard, smart questions, listening carefully to understand, in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow. We will help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your financial goals without unnecessary investment risk. We bring a “family focus” to a diverse and affluent clientele that includes:
 -Owners of tightly held family businesses
 -Corporate executives working in the pharmaceutical and consumer products industries
 -Military veterans and their families

Philosophy

We believe that communication is instrumental to success in managing life’s challenges. Our financial advisors also work to engage families in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth can be a challenge. We can help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be invested.

Approach

Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by experienced investment guidance.

We believe our clients realize the full value of our relationship, including:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Focus On High-Net-Worth Individuals and Families

We’re fully versed in the many issues that affect wealth management. No matter what your short and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals
We work closely with other trusted professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill Lynch and access to the banking convenience of Bank of America as we do so.

Capabilities

Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America allows us to devise strategies designed to help preserve, grow and distribute your wealth. We strive to exceed client expectations through our proactive approach to communication, our attention to personalized service, and commitment to continuing financial education.

Meet Our Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Michael Pron

Michael Pron

Wealth Management Advisor

609.243.7940
Alexander Pron

Alexander Pron

Senior Financial Advisor

609.243.7989
Matthew Pron

Matthew Pron

Financial Advisor

609.243.7961
Tasha Shadle

Tasha Shadle

Analyst Relationship Management

609.243.7819
Dawn Eichhorn

Dawn Eichhorn

Registered Senior Client Associate

609.243.7952
Samantha Pron

Samantha Pron

Client Associate

609.243.7943
Justine  Chamberlain

Justine Chamberlain

Client Associate

609.243.7972

Additional Resources

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.

Matthew W McKean

Matthew W McKean

Trust Specialist

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch 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
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

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.

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 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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’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. 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.

Let’s Have a Conversation

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.

Why Merrill Lynch?

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.


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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 financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

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.

Adjusting your plan as your life and the markets change.

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