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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Pron Wealth Management Group
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Merrill Lynch
Wealth Management
As a multi-generational team of professionals,
we deliver seasoned advice and insight
to clients whose financial lives demand
the diverse skills and determined efforts
of an established advisory group.
The Pron Wealth Management Group
Mission Statement
At The Pron Wealth Management Group, we pride ourselves on the value we provide to clients. Taking many forms, that value reflects our ability to provide an extra measure of sophistication and service – the kind many clients never experienced previously.
Who do we serve? A loyal and accomplished clientele that spans generations and the nation’s geography. These successful men and women include business owners, corporate executives in the health care and consumer product sectors, physicians, individuals experiencing divorce, retired couples, and families in more than 20 states.
Experience tells us that many investors are confused – with 24/7 “financial noise” and conflicting points of views. While they’re certainly financially astute, many clients come to us in search of a sensible financial strategy they can understand and follow.
As a high caliber and stable team that managed clients’ money and emotion amid the volatility of 2000, 2008 and 2020, we are proud that virtually all of those clients remain with us today. We believe that’s due in large part to our enlightened perspective on mitigating investment risk and helping clients prosper from new opportunities as they present themselves.
Encouraging clients to see us as a “first call” for any financial matter, we enjoy “figuring things out” and responding to clients in timely fashion. Our mission is to unburden clients and streamline their efforts. Oftentimes, we align our strategies with those of their CPAs and attorneys or provide access to Bank of America for residential, securities-based or commercial lending, or practice solutions.
Inertia is a common enemy of advisors and clients alike. By demonstrating initiative and being proactive, we differentiate ourselves from many advisory teams. As examples, we share weekly emails with clients on the markets and other topics, try to mitigate identity theft, raise financial awareness among clients’ children, and host events in which clients can hear and share new ideas. Above all, we look to educate clients and engage with their family member on subjects that may be difficult to discuss. As a family ourselves, we know the importance of achieving financial and emotional comfort.
At the end of the day, we consider ourselves to be “good people” serving other “good people” whom we admire for their achievements, ambitions and examples to others. Our devotion to clients is shared by our outstanding support people, some who’ve been with us for decades. When clients call, we recognize their voices and their needs. We feel proud to assist our clients and the manner in which we do.
Philosophy
Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where you are today, and where you'd like to be tomorrow. We help you design, implement and track a customized wealth management strategy to help you and your family pursue your personal financial goals while managing investment risk. Our approach is focused on customized planning and optimizing your resources to help turn goals into reality.
Our Advisors also work to engage other family members in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth and money can be a challenge. We help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be managed.
Our clients are serious long-term investor. Understanding that every client is different, we employ a client centric approach in serving our clients’ investment needs. Taking into account individual risk tolerances and needs, a top down approach to the current market opportunities allows us to create efficient and optimized client investment portfolios to help them achieve their personal goals.
Capabilities
Our process is designed to provide a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We see
ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Michael Pron
Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021 and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Meet Our 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.
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Joshua E Schneider
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #644442
Saira Javad
Wealth Management Banking Specialist
Merrill
Create a plan that is all about you.
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.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
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.
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.
#DigitalMerrill
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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.
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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.
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.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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