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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 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.
The BMV Group
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
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.
Pieter L Van Der Heide
Forbes "Best-in-State Wealth Advisors" 2019-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
John F Byren
Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Daniel J Madonia
Forbes "Best-in-State Wealth Advisors" 2019-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Henry Swayne
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
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.
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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.
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