Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
“Our mission is to help clients enjoy an ‘uninterrupted and uncompromised’ financial journey toward retirement, wealth transfer or any goal that holds meaning for them. It’s fulfilling to help clients ‘wring the emotion’ out of financial decision making.”
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
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 help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
Our process is designed to help deliver 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, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
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. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
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.
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.
We believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach.
The Green-Millman Group has long served a highly accomplished clientele that’s created its own wealth. The team brings its highly disciplined approach and exemplary measure of service to well-known attorneys and financial professionals, successful business owners and other affluent individuals.
“We are committed to providing uncommon effort,” Brad Green points out. “Going the extra mile for clients and being fully accessible are at the foundation of our standard of care. In order to deepen our focus and broaden our offerings, we limit the number of households we serve.”
To allow clients to move comfortably from Point A to Point B, team members help clients explore the purpose of their wealth. Clients are encouraged to ask questions – about any financial decision, such as funding a child’s education, assisting an elderly parent or, whether a considered purchase is simply too extravagant. Tailored investment management strategies are formulated and reviewed to help each client “live the one life they have, the best way they can” – without undue financial sacrifice or overexposure to risk.
On behalf of clients who’ve been with the team through numerous recessions and market corrections, Brad and Scott are proud to be straightforward – often having “tough conversations” with clients that lead to strategic decisions, rather than emotional ones.
The Green-Millman Group aims to remain present in clients’ lives and be viewed as their most trusted advisor. Having been educated in the SUPERNOVA curriculum, the team believes in the power of frequent and friendly discussions with clients – talking once a month, having four quarterly reviews, and two face-to-face meetings each year.
|“We serve motivated and busy individuals,” Scott Millman explains. “Without the time to manage their investments or a ‘stomach’ for risk, many fear losing assets they’ve worked passionately to accumulate. For more than 15 years, Brad and I have worked together to help manage the evolution and stability of clients’ wealth. We provide the sophistication and attention that we would want from a financial advisor.”
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.
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
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.
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