The Clarke Group

Merrill Lynch

The Clarke Group

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Our team is dedicated to helping people realize their financial and life goals. We believe every client deserves the highest level of personalized service and care. With the global resources of Merrill Lynch, we’ll place you at the center of the wealth management process as we work together to design and implement customized financial solutions.

The Clarke Group


The Clarke Group helps individuals and families articulate their personal and financial goals and creates strategies to achieve them. 

As James points out, “We help our clients organize their financial lives so they can focus on what matters most to them.   They deserve to spend time on their personal and business priorities knowing that we’ve implemented thoughtful long-term plans for them.”

The Clarke Group conducts a thorough analysis of each client’s financial situation and explores with them their objectives for the future.

“We want to make sure we’ve gathered all the relevant information from clients before providing advice or making recommendations,” Britta says.  “The customized guidance we offer is based on the unique circumstances of each client.”

Our clients are retired executives, entrepreneurs with significant equity positions, attorneys, ultra-high net worth families, and family offices.  For clients with investment entities residing abroad, James maintains international advisory experience for select jurisdictions.


We believe clear communication with client families is critical and encourage involving both spouses and grown children in the process.  Our clients deserve a superior level of advice and attention, and they expect transparency and accountability.  These principles serve as the foundation of the enduring partnerships we’ve built.  That’s why we take a holistic approach with the aim of building client relationships around people, not portfolios. 


Our goals-based approach utilizes the global resources at Bank of America Merrill Lynch to deliver a comprehensive wealth management strategy customized to your specific needs.  We believe the best financial strategy is the one that helps you pursue your goals.  That's why, right from the beginning, we talk about your aspirations and passions and encourage you to share with us concerns and questions you might have.  By gaining a deeper understanding of your goals and how you think and feel about investing, we will develop the financial strategy tailored just for you.

Teamwork is important to us.  We work together with your CPAs and attorneys to align tax minimization and estate planning strategies.


Our process is designed to deliver a personalized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management.  We provide access to the full array of banking and lending solutions through Bank of America while also serving as a highly specialized private wealth management firm.  We help clients manage all aspects of their financial lives such as portfolio management, retirement savings, life and health insurance, trust and estate solutions, philanthropic endeavors, etc.  We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.  Transparency and accountability are of the highest importance to us - we will provide you with a clear and complete picture of your financial life and keep you updated through regular reviews and check-ins.  We also recognize that your circumstances will change over time as your life evolves.  We will make updates to your customized financial strategies so you can stay on your path towards achieving your long-term goals.

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of 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.

Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
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 give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay 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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life 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.

Access to what you need, when you need it

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

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

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 financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.

Transcript of Video 

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 Lynch, 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.