Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
With Merrill, the bull always has your back
At Merrill, we believe the future is bullish, even in the most unpredictable of markets, because we’ve been here before.
To help you navigate the uncertainty and charge forward toward your goals, we invite you to check out our latest investment insights.
With Merrill, the bull always has your back
At Merrill, we believe the future is bullish, even in the most unpredictable of markets, because we’ve been here before.
To help you navigate the uncertainty and charge forward toward your goals, we invite you to check out our latest investment insights.
The Wagner Sheffer Group
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Merrill Lynch
Wealth Management
Our purpose is to take care of people - especially those who have other things to take care of.
The Wagner Sheffer Group
What Matters?
Family? Friends? Home? Health? Work? Leisure? Giving?
There comes a time in most lives when we realize our financial and family needs require a completely different level of attention; a point when we need more than performance - we need a plan.
Why the Wagner Sheffer Group?
Our purpose is to take care of people - especially those who have other things to take care of. Our goal is to help you achieve and maintain financial well-being; to help you make wise decisions with your time and money so that you have more of both.
Our process places you at the center of it all. We listen. We listen to develop an understanding and appreciation for your past, your present, and your future; focusing on your experiences, concerns, and goals. We design a personalized investment management strategy incorporating all that is important to you.
We believe that it is our purpose, process, and our people that combine and create a framework for better decisions and better outcomes.
Capabilities
Our process is designed to provide a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We see
ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Who We Are
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.
Kristen Doyle
Wealth Management Banking Specialist
Merrill
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Thomas F Iuorno
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #212419
Past Events
The Washington Update
October 19th, 2022|4:00 PM - 5:00 PM EST
Merrill invites you to the second in a two part virtual event series featuring Andy Friedman, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Andy will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
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.
#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.
Articles
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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