The Pron Wealth Management Group

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Merrill Lynch

The Pron Wealth Management Group

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Merrill Lynch
Wealth Management
We help our clients achieve their financial and life goals. We help them define their goals, understand their risk tolerance, determine their time horizons and identify their liquidity needs, in order to establish and execute a wealth management strategy centered on their life priorities. As inevitable changes in life occur and circumstances change, we help clients adjust their strategy as needed.

The Pron Wealth Management Group

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Mission Statement

Michael Pron began his career at Merrill as an intern in 1979 and joined the firm directly out of college in 1982. During the past 40 years, he developed an in-depth understanding of investments, financial strategies and the wealth management process. Combining this with his passion for people, Michael has built a large, highly-skilled, team of financial professionals dedicated to serving clients and their wealth management needs. The Pron Wealth Management Group focuses on multi-generational client relationships and the group provides continuity with Michael’s sons, Alexander and Matthew, on the team.

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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 monitor 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.

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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 Lynch 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 strategies for transferring wealth to the younger generation.

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.

Michael Pron

Barron’s 2018 “America’s Top 1,200 Financial Advisors: State-by-State”

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Alexander Pron

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

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.

Jason Herbert

Jason Herbert

Wealth Management Banking Specialist

Merrill Lynch

Tricia Kropp

Tricia Kropp

Trust Specialist

Merrill Lynch

Joshua E Schneider

Joshua E Schneider

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #644442

Your Financial Strategy

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.

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 you stay on track to achieve what's most important to you.

<br />Regular reviews to help you stay<br />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.

    <br />Monitoring changes in your life<br />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.

    Wealth Management Your Way

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

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

    You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      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 Wealth Management 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 Wealth Management Advisor.

      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, 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.