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

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 DiMattina Group

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
mediahandler/media/
Addressing the Big Picture

The DiMattina Group is a full-service wealth management team whose members have more than 50 years of combined experience offering clients sophisticated advice, guidance and strategic thinking. We are dedicated to helping affluent individuals, business owners, corporate executives and their families pursue their goals—whether these involve building and preserving wealth, maintaining their lifestyle in retirement or leaving a lasting legacy.

Most clients come to us through referrals. We believe this reflects our commitment to providing personalized, concierge-like service. We limit the clientele we serve by design so that we can devote the time necessary to gain an in-depth understanding of each individual's priorities, aspirations and values.

Our team nurtures long-term client relationships, many spanning multiple generations, through respect and understanding. We strive to exceed clients' expectations by creating an experience that is both engaging and highly informative. Our service model was built with one idea in mind—to give clients the kind of personal attention they expect and deserve. Our entire team is passionate about working toward a common goal of delivering outstanding wealth management services and providing clients with the resources to live their lives fully and with purpose.

mediahandler/media/
What We Do

The DiMattina Group believes that wealth management is about much more than investable assets—it's about relationships. Our disciplined, goals-based wealth management process begins with a conversation in which we seek to gain a deep understanding of who you are and what is important to you. We help you articulate what your short-, medium- and long-term aspirations are for you and your family. Discovering what is important to you allows us to provide you with a focused, transparent and disciplined path to pursuing your goals.

Our Process
  • It Begins With a Conversation: Our relationship begins with a conversation. We take pride in taking the time to understand what is important to you. Above all, we value your relationship and are committed to your long-term success.
  • Gather Information: We gather the relevant financial data necessary for us to begin to help you develop your wealth management strategy. This information not only includes asset and liability statements, but also life insurance policies, tax returns and wills. Our holistic approach to wealth management focuses on all aspects of your financial life.
  • Develop Your Wealth Management Strategy: Based on our understanding of you and the information we gather, we guide you in developing a wealth management strategy that is tailored to your specific needs. Through Merrill, we can offer investment advice and guidance, retirement income planning, liability management, life insurance, long-term care insurance, education expense planning, as well as access through Bank of America, N.A. to financing and estate planning services.
  • Implement Your Wealth Management Strategy: We work with you to implement a wealth management strategy aligned with your specific goals and objectives. We leverage the investing insights of Merrill, as well offer access to the banking convenience of Bank of America to offer you appropriate strategies.
  • Assess and Review Progress: We communicate regularly with you to update you on your progress, share timely information that we think may impact your portfolio and to stay informed about your evolving goals. We take pride in being available for you and welcome client interaction.

mediahandler/media/
Delivering Personalized Strategies With Transparency

Our investment approach looks beyond daily market fluctuations to the big picture. We seek to remove emotion from the process to help you create portfolios designed to weather economic and market turbulence. We believe that asset allocation and diversification are more important than stock selection or market timing. Our aim is to help you manage downside risk and volatility while pursuing your desired level of income generation and capital appreciation. We explain the investment management strategies we help you develop clearly and without financial buzzwords, so you can understand our reasoning, the costs involved and any potential tax implications.

The Knowledge Clients Need
Research is at the core of our investment decisions. Our team members examine and analyze financial issues individually, then come together to make decisions based on their findings. Additionally, we draw on the analysis of BofA Global Research* for insight into trends and events affecting global and local markets that we can translate into actionable ideas and informed investment suggestions.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

mediahandler/media/
Helping Serve Clients' Diverse Needs

We strive to help you simplify your finances by integrating different aspects so you can concentrate on your life goals. Drawing on the investment insights of Merrill and with access to the banking convenience of Bank of America, we provide both retail and corporate clients with access to a wide range of wealth management products and services:

  • Business Owner Services: Our team can help business owners integrate their business and personal finances through retirement planning services, business succession strategies, treasury management, estate planning services, and insurance. Working with Bank of America, we can also offer access to assistance with lending, corporate cash management, corporate and home financing and other banking services.
  • Corporate Executive Compensation Packages: We can assist executives with complex compensation packages—including stock options and restricted stock grants— and provide retirement planning services. For concentrated stock holdings, we may suggest advanced techniques to help diversify clients' exposure.
  • Retirement Planning Services: Using sophisticated Merrill retirement outcome probabilistic tools, we develop retirement needs analyses and help clients address such questions as: When can I retire? Will I outlive my savings? Will I be able to cover my needs, pursue my dreams and handle the unexpected?
  • Access To Credit and Lending Services: Through Bank of America, we offer access to commercial banking, residential lending, home equity lines of credit, securities-based lending, small business banking and credit cards.
  • Legacy Planning Services: We can collaborate with clients' tax advisors and estate planning attorneys, as well as Bank of America specialists, to facilitate strategies designed to help clients pursue their philanthropic and wealth transfer goals.
  • Institutional Consulting: Our team can coordinate with Bank of America Global Institutional Consulting to offer services for institutional investors, including hedge funds.*

*Bank of America” and “BofA Securities” are the marketing names used by the Global Banking and Global Markets divisions of Bank of America Corporation. Lending, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC.  Trading in securities and financial instruments, and strategic advisory, and other investment banking activities, are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, BofA Securities, Inc. and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. BofA Securities, Inc. and Merrill Lynch Professional Clearing Corp. are registered as futures commission
merchants with the CFTC and are members of the NFA.
*Long-term care insurance coverage contains benefits, exclusions, limitations, eligibility requirements and specific terms and conditions under which the insurance coverage may be continued in force or discontinued. Not all insurance policies and types of coverage may be available in your state.
*Hedging and Monetization strategies can result in higher return potential but also higher loss potential. Prospective investors are required to meet certain qualifications and acknowledge they understand the risks associated with certain hedging and monetization strategies that may not be in the best interest of all investors.

*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC.

*NMLS ID 300197
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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.

Craig R Rojek

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #300197

Brenda Dolan

Wealth Strategist

Merrill

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.


      MLBrochure.png        

      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.



      Anthem video thumb.jpg 
      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.