Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

The BMV Group

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Merrill Lynch
Wealth Management

The BMV Group manages the financial affairs of affluent families, corporate executives and business owners. Our mission is to simplify life for our clients: helping them achieve and protect their goals while finding solutions for any challenges along the way. By providing a single point of contact for our clients and their families, we guide them through any immediate financial need, major transition in career, real estate investment, business sale, retirement, divorce or loss of a loved one.
Welcome

The BMV Group was formed in the late 1990’s, as John Byren, Daniel Madonia and Pieter van der Heide merged their individual Merrill Lynch Wealth Management practices into one in order to provide a greater standard of service and guidance as their clients’ needs began to change.  Over 20 years later, The BMV Group remains at Merrill Lynch Wealth Management, and is now comprised of 4 Wealth Management Advisors, 3 Client Associates and a 1 Business Management Analyst with almost 150 combined years of experience to reference.  The BMV mission is simple: Provide valuable and insightful guidance to our clients, identify any risks to their ongoing strategies, and protect their individual goals and objectives. Our clients often include:

- Affluent Individuals and families
- Entrepreneurs and owners of closely held companies
- Sports and Entertainment Professionals
- Individuals and Families navigating major financial events such as business sale, divorce, loss of a spouse, retirement

A Targeted Approach to Wealth Management

While the BMV mission is simple, our process requires discipline and a thorough review of the many aspects of our clients’ financial lives.  We review our clients using our “Essential 10”, areas that every client, at a minimum, should address.  These areas include:

- Investment Portfolio Risk Assessment
- Family Protection and Insurance Review
- Family Communication, Governance, and Dynamics
- Banking Efficiency
- Liability Efficiency (Personal and Business)
- Education Planning Strategies
- Retirement Cash Flow Projections
- Advisor collaboration – CPA, Attorney
- Philanthropy and Gifting Strategies
- Estate Planning Services and Transition Strategies

Our Commitment to You

We are committed to providing valuable and appropriate strategies to protect our clients’ goals. We uphold a standard of service and professionalism that is unmatched, continuing to obtain advanced credentials in an evolving financial landscape, and remaining a resource for our clients regardless of where their travels or goals take them.  We are grateful for the close relationships we have established over the last several decades, and plan on serving these relationships for many, many years to come.

Serving Sophisticated Clients

We focus on a select group of clients—corporate executives, business owners and wealthy individuals and their families—and make it a priority to tailor our services to their specific needs.

Our range of wealth management services goes beyond investments. For businesses and business owners, we offer employee retirement plan administrative services, including 401(k)s, and also offer access to Bank of America credit and lending services. For individuals and families and through Bank of America, we help with wealth transfer, trust and estate planning services, liability management, including home equity and other financing.

"We are pleased that a high percentage of the clients we serve are referrals from others. We take that as a sign that we are delivering on the faith we believe they put in the BMV Group."

-John F. Byren
Senior Vice President
Wealth Management Advisor
Portfolio Manager

NMLS ID 579001 

Meet the 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.

Eli Poupko

Wealth Strategist

Merrill

Rocco Tesoriero

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #69162

Michael Savino

Alternative Investments Regional Specialist

Bank of America, N.A.

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

    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

      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.

      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.


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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.



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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      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.

      Adjusting your investment approach as your life and the markets change.

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