Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Fried Mouro Group has almost 40 years of collective experience helping individuals, families, and business owners develop wealth management strategies tailored to their unique circumstances. Whether you are seeking to invest for a comfortable retirement, provide for a child’s education, create tax minimization strategies or transfer your wealth to the people and causes you care about, we listen to your aspirations and concerns so that we can offer customized advice and guidance. Working with a select number of clients helps us personalize and tailor our service to your specific needs and provide the time and attention you deserve.
Over the decades, we have witnessed several market cycles and have developed insight into the issues that can affect your financial life. We can help you make disciplined decisions based on your goals and grounded in sound investment principles, not the noise and hype we’re bombarded with every day.
Team work is intrinsic to our approach. We have diverse experiences and professional concentrations, which we pool together to develop a broad perspective on your wealth management needs and create robust strategies to help you address them. We welcome you to join us and pledge to remain a consistent resource and presence in your life.
Why do people work with us? We believe because we are very responsive, we keep them informed by checking in with them regularly and addressing their questions and concerns, we provide consistent communication, and we are honest and act in our client’s best interest.
Whether you’re just getting started in your career or winding down a successful one, we seek to enhance your financial life through personal service, knowledgeable advice and disciplined investment management.
Our mission is to:
Understand your needs so we can help you develop realistic expectations and pursue your dreams
Deliver highly customized advice and guidance to help you grow and preserve the wealth you’ve worked so hard for
Handle your investments with care and confidentiality
Educate you and your family about issues that may affect your financial well-being. We believe being informed empowers our clients to make sound decisions
Maintain regular contact with you and being readily available to you to address your questions and concerns immediately and effectively
Helping you pursue your goals starts with getting to know you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. Our process offers a flexible framework we can call upon to help you identify and prioritize your personal and professional financial goals, including areas such as education funding or your lifestyle in the future. We also offer strategies to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. We help you understand fees and expenses associated with your accounts.
Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:
Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
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.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer, NMLS #85783
Learn more about the highly engaging podcast series from Merrill Lynch
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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
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.
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.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.