Eckart Wealth Management Group

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Eckart Wealth Management Group

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True experience is about lessons learned and insights garnered over time. The members of the Eckart Wealth Management Group bring this kind of well-seasoned skill set to clients. We have developed our abilities over decades, not years.
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We understand that your life evolves and that your financial strategies need to keep pace.

Goals change, family situations evolve or new commitments arise. We believe client relationships are about teamwork—we and Merrill Lynch Wealth Management's highly regarded resources work together to help you pursue your goals.

Every client is different. Some have a clear financial strategy and we will help them implement it. Sometimes our process requires looking far enough forward so that clients can plan for future generations. Or it could mean taking into account extraordinary income needed to pursue a passion or hobby in retirement. Our goal is to clearly understand your many financial needs. It's not just about money. It's about plans, hopes, dreams and goals.

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Building effective strategies that reflect your individual needs.

The Eckart Wealth Management Group's philosophy is built on three basic tenets: Experience. In-depth strategies. Manage for risk. Our objective is to be a highly responsive source of financial guidance. In-depth conversations and an extensive, early review of individual financial circumstances yield a strong understanding of your needs, both financial and personal. We use this knowledge to help you preserve your wealth, offering you individualized strategies drawn from our carefully focused skills and wealth management process.

We believe in the team approach, for everyone who works with you. With your permission, we will work collaboratively with other professionals who are involved in your financial matters, such as accountants and estate attorneys, so that their work and ours may be effectively integrated. Our goal is for the many parts of a client's financial life to be working well together, helping to implement a seamless, flexible financial strategy.

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Long-term goals should not be undermined by market volatility.

At Eckart Wealth Management Group, we favor disciplined, diversified and well thought-out financial strategies rather than following trends that go in and out of favor. We believe this allows clients to spend more time enjoying their wealth and less time worrying about short-term market conditions.

We apply our thoughtful approach to the strategies we create with you, striving for your optimal portfolio that blends growth and value, as well as global diversification. Working with Merrill Lynch Wealth Management's broad, deep platform, we can offer you a myriad of investment products and services designed to address your financial needs in accordance with your investment objectives, short- and long-term goals, risk tolerance, liquidity needs and time horizon.

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We see our relationship with you as a call to duty.

Our connection with you is why we work so diligently to be responsive and insightful. We want the clients we work with to value the effort and diligence we demonstrate at each crucial point in the process—from understanding your financial needs, to portfolio construction, to helping create income in retirement.

Our commitment to clients:

Identify your needs through discovery and interviews
Develop appropriate wealth management strategies
Maintain regular contact
Provide insight and support in the many areas of your financial life
Maintain confidentiality of your personal information
Utilize the intellectual capital and resources of Merrill Lynch Wealth Management effectively
Devote time and diligence to developing and maintaining an effective financial strategy

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.

Janny Lee

Janny Lee

Wealth Management Banking Specialist

Joan M Macri

Joan M Macri

Senior Wealth Management Lending Officer NMLS # 429633

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to achieve what's most important to you.

<br />Regular reviews to help you stay<br />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.

    <br />Monitoring changes in your life<br />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.

    Wealth Management Your Way

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

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

    You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      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 Wealth Management 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 Wealth Management Advisor.

      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, 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.