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Littlewood & Associates Wealth Management

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Merrill Lynch

Littlewood & Associates Wealth Management

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Merrill Lynch
Wealth Management

Littlewood & Associates Wealth Management provides our clients with a high quality wealth planning experience. We strive to help clients achieve their financial life goals, while making the complexities of financial life easy to understand.

Littlewood & Associates Wealth Management

Littlewood & Associates Wealth Management

At Littlewood & Associates Wealth Management, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and service. We believe we foster a different kind of mindset - one wholly dedicated to advancing the best outcomes for the clients we serve.

Speak to us for a few minutes, and you will notice something different. We are resolutely focused on a client's goals and continually strive to exceed expectations. We feel few teams have the experience, know-how and resources to manage wealth the way we do. We are keenly attuned to what matters to you - your objectives and needs, values and priorities. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business.

In a financial world marked by change - in markets, regulations, opportunities, and challenges - we look to promote consistency, dispel confusion, and design a personlized path for each family. We believe the principles we work by are as valuable to you as the talent and experience we bring to your portfolio. We are proud of the fact that we are restless in our quest to help you, utilizing our team's complementary skills and strengths. Clients work with us from cities and towns in diverse parts of the United States. Our network of Advisors and Client Associates collaborate to serve as your "go-to resource," whatever the financial issue or need.

A Tailored Wealth Management Process

We offer a holistic approach to your financial life. We focus on obtaining a 360-degree view of your financial vision and lifestyle to develop a clear picture of your wealth.

Although your wealth has different purposes or uses, all its parts need to work together in a coordinated way. That's the goal of the integrated wealth management strategy our team will prepare with you. You'll find that your key concerns are taken into consideration—including your assets, understanding of risk and time to various milestones—and we help build your strategy by recommending actions that incorporate your management needs, liquidity needs, time horizons, expectations and tolerance for risk. We also look at what refinements can be made to your wealth outlook and what changes can better position your assets for tomorrow.

On your instruction, we'll help you put into motion the strategy and tactics developed regarding cash management, investments, trusts and more as well as provide you with access to Bank of America's credit and lending. You will receive monthly statements of your transactions and holdings and we will reexamine your overall strategy to help you stay current, timely and on target.

A Flexible, Coordinated Strategy

Wealth is complex and demands constant attention, care and skill. We understand what it takes to build substantial wealth and preserve it. Our recommendations and strategies are developed with great care and thoughtfulness. We believe you will find we put in extra time and effort to develop those recommendations and strategies because we know how important they are—and will continue to be.

We carefully consider a global range of investments based on their risk, price and utility toward your goals. This approach allows us to respond quickly to market opportunities and upheavals as needed, and examine your overall strategy to help you stay current, timely and on target.

Custom Strategies for High-Net-Worth Clients

Our mission is to develop custom strategies with high-net-worth clients and help them pursue their goals. We offer clients long-term financial advice and guidance to help them gain clarity in their financial lives.

In addition to wealth management and investment advice, we also offer estate planning services, and strategic guidance on retirement and wealth transfer, business sale or purchase, and financial strategies for dealing with family changes.

Littlewood & Associates Wealth Management can bring you access to the banking convenience of Bank of America and the investment insights of Merrill. We welcome the opportunity to show you firsthand what we do and how we do it for some of the most affluent families in North Carolina—and around the country.

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.

Mark Gentry

Mark Gentry

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #717317

Kristin Wood

Kristin Wood

Wealth Management Banking Specialist

Merrill Lynch

Tim Phillips

Tim Phillips

Trust Specialist

Bank of America, N.A.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.

      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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      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.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.