The Duvall Jackel Group

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The Duvall Jackel Group

Since 1996, the Duvall Jackel Group has supported individuals’ and businesses’ financial goals with a foundation of trust, integrity and knowledge.

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.

Howard M Duvall

Howard M Duvall

Wealth Management Advisor

212.338.6034
Andrew D Jackel

Andrew D Jackel

Wealth Management Advisor

212.338.6166
Jessie N Petretti

Jessie N Petretti

Analyst Relationship Management

212.338.6156
Vanessa L Cruz

Vanessa L Cruz

Client Associate

212.338.6110

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

The Duvall Jackel Group

Since 1996, The Duvall Jackel Group has supported individuals’ and businesses’ financial goals with a foundation of trust, integrity and knowledge. We understand that every client we serve has unique needs, so we tailor our relationships to reflect their lifestyles, objectives and communication preferences. From strategy creation and portfolio review to communication frequency and channel, we are proud to provide investors a truly collaborative and customized experience.

 

Named “Top 100 Plan Advisers” by PlanAdviser Magazine in February 2006, 2007, 2009 and 2010.
*As published in the November-December issue of PLANADVISER.  PLANADVISER’s 2010 Top 100 Retirement Plan Advisors were determined from entries to the 2012 PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards. Qualification criteria for the Top 100 Advisers and Adviser Teams list were based solely on quantitative factors (including dollar value of qualified plan assets under advisement, number of plans, and demonstrable presence), while the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards consider both qualitative and quantitative factors, including factors not considered in determining the most successful lists. PLANSPONSOR and PLANADVISER are not affiliates of Bank of America Corporation.

Retirement Benefits Consultants by Merrill Lynch. Howard Duvall and Andrew Jackel were among the inaugural group of advisors to be awarded this designation.

Individual Tab

We serve affluent investors whose complex planning needs and ambitious goals demand sophisticated, in-depth service. Our goal is to guide clients through every life stage from wealth accumulation to wealth transfer and balance their lifestyle today with their desire to create a lasting, meaningful legacy. Combining our team’s decades of experience with Merrill Lynch’s resources, we support individuals and families with:

Customized goals-based wealth planning including retirement and education funding

Investment management, including stocks, bonds and mutual funds

• Investments, including alternative investments*, hedge funds and private equity

• Estate, gift and charitable giving planning services

• Tax-minimization strategies in collaboration with your tax professionals

• Home Lending and debt structuring from Bank of America, N.A.

• Insurance, including life, long term care and disability

• Progress tracking, goal and performance reviews

• Customized investment strategies

*Alternative investments are intended for qualified and suitable investors only. Alternative investments involve limited access to the investment and may include, among other factors, the risks of investing in derivatives, using leverage, and engaging in shorts sales, practice which can magnify potential losses or gains. Alternative investments are speculative and involve a high degree of risk.

Retirement Planning for Businesses
Outside organizations have repeatedly recognized our team’s work serving corporate retirement plans and we believe our success is built on our ability to provide objective, informed guidance and access to world-class research, resources and specialists. While clients’ retirement planning needs differ, most are united by a desire to support employees’ long-term financial health, fairly compensate company leaders and uphold the bottom line with cost-effective strategies. We help businesses pursue their retirement planning goals drawing on the investment insights of Merrill Lynch and access to banking services from Bank of America:

• 401(k) vendor search and selection

• Retirement plan design and management consulting

• Employee retirement plan education

• Deferred compensation strategies

• Defined Benefit Plans

• Succession planning and key man insurance

• Financing strategies

• Cash management and treasury services


*BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. MLPF&S is a wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Merrill Lynch 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.

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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
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.

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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.


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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 financial advisor.





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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.