The McDade Group

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The McDade Group focuses on addressing the investing and wealth management needs of institutions and high net worth individuals and families. Our team works closely with clients to determine their needs and aspirations so that we can craft customized strategies to help them pursue their goals.

We start with what’s important to you

We take the time to listen and learn about the needs and goals of your institution and its employees – it’s these real-world insights that guide our strategies and personalized service.

About Us

Mission

Our purpose is simple, it’s to help make financial lives better — it’s who we are and what we do.

Approach

When you work with The McDade Group, you get the benefits of working with a team that focuses on providing strategies across the spectrum of individuals and institutions. From high-net-worth families to corporate executives and corporate benefits plans, we leverage the same simple approach - do what’s right for our clients.

At the heart of everything we do and serving as the ‘True North’ of our recommendations, we offer insightful investment guidance, broad resources and personalized service focused on the goals of our clients.

Our Focus

By focusing exclusively on the needs of corporate benefit plans, executives and high-net-worth families, we can provide an array of strategies to help you meet your personal, or your company’s goals.

Meet the Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Ian McDade

Ian McDade

CFP

, CIMA

, CIMC

, CKP

Wealth Management Advisor

980.282.1767
Jonathan P Currence

Jonathan P Currence

CFP

, CRPC

, CRPS

Financial Advisor

704.705.3279
Andrea Q White

Andrea Q White

CRPC

Registered Senior Client Associate

540.985.5413
Lana W Hillis

Lana W Hillis

Registered Senior Client Associate

980.282.1797

Additional Resources

The McDade Group is supported by talented specialists who have experience working with institutions and share a strong commitment to guiding investment programs and strategic decision making.

Solutions for Institutions

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Supporting a strong retirement plan and helping to keep it on track

We understand the retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and expertise is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

For Plan Sponsors

Your role as a plan sponsor is more challenging than ever, and it’s not something to face alone. We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you provide a strong, healthy and fully compliant program that runs smoothly, engages your employees and makes your job easier. We can help you focus on the areas that may be helpful to plan success, including Fiduciary Advisory Services1 and Education and Plan Services appropriate for your plan.2

Fiduciary Advisory Services1

  • Merrill Lynch accepts ERISA 3(21) fiduciary responsibility3 for investment advice and recommendations made in the best interest of your plan Investment Policy Statement (IPS)* and investment menu design based on your plan goals and participant needs4 
  • Comprehensive due diligence processes to identify appropriate investment opportunities 
  • Proactive delivery – online and by your advisor – of in-depth investment performance reporting every quarter 
  • Fiduciary Advisory Services Report providing plan metrics and demographics, fund analysis and market trends

Education and Plan Services2

Plan Design
  • Review of plan demographics to help keep plan on track with objectives
  • Review of plan features and services for potential enhancements
  • Coordination and implementation of new plan features and services
  • Engagement in annual plan compliance testing
Employee Education
  • Communications strategy development
  • Coordination and presentation of enrollment meetings and retirement planning seminars
  • General financial, retirement and investment information
  • Asset allocation education and interactive investment materials
Relationship Management
  • Annual plan meetings and service reviews
  • Participation in committee meetings
  • Access to thought leadership and relevant industry news and trends

 

1 Fiduciary Advisory Services is an investment advisory service sponsored by Merrill Lynch. It will only be offered to defined contribution plans recordkept by Bank of America Merrill Lynch and plans recordkept by our Advisor Alliance providers. It is available for plans up to $500 million in plan assets. For more information on plan eligibility speak to your Merrill Lynch advisor.

2 Education and Plan Services are non-fiduciary services required for Advisor Alliance plans and optional for MLII plans.

3 The Merrill Lynch Fiduciary Advisory Services Client Agreement and the related fee schedule and the Merrill Lynch Fiduciary Advisory Services program Brochure and other disclosure documents include information about the program, including Merrill Lynch’s fiduciary responsibilities pursuant to ERISA section 3(21).

4 Merrill Lynch and its representatives [or advisors] will provide investment advice or recommendations solely on a nondiscretionary basis with regard to qualified retirement plans. All discretionary and investment decisions concerning qualified plans, including which investments to offer under a qualified plan and approval of the IPS, are to be made solely by the plan sponsor. Please see the Merrill Lynch Fiduciary Advisory Services program Brochure for additional information.

For Employees

All our efforts revolve around helping your employees pursue their goals. With Bank of America Corporation’s long legacy of service excellence, we take a holistic approach to helping your employees connect their life priorities and financial priorities—in and beyond their benefit plans. By broadening our view to include an employee’s entire financial picture, both in and out of plan, we believe we can help your employees better manage and gain control of their finances.

  • Holistic approach to helping improve overall financial wellness
  • Personalized plan saving and investing advice through Advice Access1
  • Comprehensive employee education program
  • Choice of service channels – in person, by phone or self-directed online

1The Advice Access service uses a probabilistic approach to determine the likelihood that participants in the service may be able to achieve their stated goal and/or to identify a potential wealth outcome that could be realized. Additionally, the recommendations provided by Advice Access may include a higher level of investment risk than a participant may be personally comfortable with. Participants are strongly advised to consider their personal goals, overall risk tolerance, and retirement horizon before accepting any recommendations made by Advice Access. Participants should carefully review the explanation of the methodology used, including key assumptions and limitations, which is provided in the Advice Access disclosure statement. It can be obtained through Benefits OnLine® or through your representative.

IMPORTANT: The projections or other information shown in the Advice Access service regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Advice Access is an investment advisory program sponsored by Merrill Lynch. Merrill Lynch offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. All recommendations must be based on the suitability requirements of the client. Please refer to the Advice Access Brochure for information on the program including a description of the services and related fees.

Advice Access is only offered to defined contribution plans recordkept by Bank of America Merrill Lynch. For more information on plan eligibility speak to your Merrill Lynch advisor.

DCIC

To help you meet your fiduciary responsibilities, we can offer investment solutions which are vetted by the investment due diligence process of the Chief Investment Office (CIO). Merrill Lynch will accept ERISA 3(21) fiduciary responsibility for the investment advice provided through DCIC. We believe that putting the expertise of a specialized Merrill Lynch financial advisor to work for your plan is a smart solution to help you meet your fiduciary responsibilities. We can offer thoughtful advice on how to create an investment lineup that fits your organization’s needs, as well as provide support to help manage investments over time.

Keep the focus on your company's greatest asset — your employees

Designing and administering equity compensation plans is a challenge for many companies. While offering a plan helps you create an ownership culture, managing that plan may require additional expertise. At Bank of America Merrill Lynch, we understand your need for a total equity compensation plan that creates value for your company and its employees. We know the stakes are high — and we have the experience and resources to help you deliver a successful program.

We can support you and your employees with your equity compensation needs, including:

  • Nonqualified and Incentive Stock Options
  • Performance Shares and Units
  • Restricted Stock and Units
  • Dividend Equivalent Units
  • Stock Appreciation Rights
  • Employee Stock Purchase Plans
  • Institutional Trust and Custody Services

Capabilities

Financial reporting

The Award Choice Financial Reporting™ solution is an on-demand, web-based application that provides customized, comprehensive reports and helps to fulfill your ASC 718 requirements.

Employee Stock Purchase Plan Services

With an Employee Stock Purchase Plan (ESPP), corporations can make it possible for employees to purchase company stock at a discount to the fair market value of the stock.

Rule 10b5-1 Trading Plans

We can help your executives design and implement a Rule 10b5-1 trading plan, enabling systematic selling or purchasing of company stock at regular intervals.

Executive Services

We understand the unique needs and challenges your officers, directors, and insiders face in managing their equity awards and transacting in company stock.
Your insiders will have access to an advisor who understands the complexity of equity compensation, details of your company’s equity awards and the regulations that may govern their transactions; and who can provide the assistance your insiders will need to get the greatest benefit from their awards.

And More

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service myself, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can make the broad capabilities of Bank of America Corporation feel much more accessible.

Workplace Insights™ | Public Policy & Trends

Access information about the issues, laws and industry changes that are being considered and what these changes can mean to you and your employees.

We're bullish on the future. Yours.

Solutions for Individuals

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Philosophy

We live in a world that’s constantly changing. Markets fluctuate moment to moment. New investment opportunities arise daily. Regulations are amended often. That’s why we believe that you and your situation are the best starting points from which to plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because only by understanding you and your priorities, can we effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

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.

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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.

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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.

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.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch 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.

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

Approach

Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by experienced investment guidance.

We believe our clients realize the full value of our relationship, including:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Understanding your goals and priorities

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.

Capabilities

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.

Join us

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs... Request an Appointment

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