Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Hinds Team believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Our process is designed to deliver a customized, comprehensive strategy to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill and the credit and lending capabilities of Bank of America offers a way for you to manage all of the pieces of your financial life. We can also help you with potential strategies for transferring wealth to the younger generation.
We help our clients build their financial future on three pillars: Knowledge, understanding and service.
Our priority is to work with each client to understand and develop their objectives, focusing all components of their personal resources towards financial success. This relationship allows every client to have an individualized financial strategy, one that is monitored, tested, and adapted according to the client's needs and changing circumstances. The Hinds Team planning process gives clients the ability to take control of their financial existence, have a clear understanding of their goals and the steps to be taken to help reach them, and the power to track progress towards realizing their vision.
Our investing principles are backed by a deep, thoughtful knowledge of the capital markets. We employ a dynamic approach to portfolio construction and management, informed by fundamental analysis and grounded on a disciplined selection of the securities our clients own. Knowledge of the markets, coupled with an extensive understanding of each client's personal needs, means that your portfolio will have the flexibility required to find opportunity in changing economic conditions.
Service is integrated into all aspects of the Hinds Team’s business practice. We pledge proactive communication, encourage clients to call or email on any subject, and provide opportunities for clients to take advantage of the full range of resources a Merrill Lynch Wealth Management relationship can offer. We help in many areas of financial decision making, including:
-Special Needs financial planning and management
-Business retirement plans
-Appropriate retirement solutions for income and succession
-Trust, lending, and credit strategies
*Credit and Lending Services are through Bank of America, N.A.
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
The various stages in life often require adjustments in your financial and life goals, including:
Drawing upon research in the field of behavioral finance, Merrill 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 approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
There are few rewards as meaningful as that of a parent providing for the financial security of their children. And while we can help any investor pursue their unique financial goals, our primary focus is on working with parents of children with special needs or disabilities. We work with families like our own. Our group has firsthand experience as financial advisor Dominique Dupont is a mother to a daughter with Cerebral Palsy and has gone through the planning process for her own family.
The Hinds Team takes a holistic view of the entire family by planning for both the parents and the child. We assist families develop their specific goals based on timeframes and cash flow needs, collaborate with other professionals such as CPAs, attorneys, and trust officers, and help identify resources that are relevant to your family’s well-being; all while understanding the critical importance of protecting government benefits.
We truly understand the complexities that families like ours face. That’s why we will always take the time to listen carefully while we explore potential solutions together.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
My team and I will help you fulfill your vision for your family's financial future.
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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 Advisor®
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.