Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Our approach to wealth management takes a holistic view of where you are and where you want to be, seeking to gain the perspective necessary to help you coordinate every stage of your financial life.
Clients come first. Client education is at the heart of what we do. To us, it's not just about the process we use to help you pursue your goals; it's about the relationships we build as we work together.
Our primary goal is to understand and be responsive to your needs in order to offer individualized strategies and help you reduce the complexity that may be associated with managing your wealth.
We can assist with building or transferring wealth, preparing for a major liquidity event, such as selling a business, and creating a legacy by establishing your philanthropic strategies. We help you manage risk, not returns, by recommending tactical investment strategies.
Long before we formulate any specific strategies, we put ourselves in your shoes in order to get to know you and understand what is important to you, your family and your business. This helps us to create—and to help you implement—a thoughtful wealth management strategy designed to address your needs and goals.
Throughout our relationship, we will keep you apprised of changing market conditions so that you can make informed decisions about investment risk and take advantage of domestic or global investment opportunities.
We believe in collaborating with your other professional advisors, as well as with investment specialists within Merrill, as needed, to provide support for tax- minimization strategies, insurance, and estate planning services, and through access to Bank of America for banking resources.
We can also help you with discretionary portfolio management. Chuck Re Corr and Geoffrey Bell are qualified Senior Portfolio Managers, who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of other Merrill Advisors’ clients.
For clients with a significant portion of their assets invested in their employer's business, diversification strategies can help them manage risk while maintaining appropriate levels of company stock.
We focus on senior executives, entrepreneurs and corporate directors who lead active, accomplished lives. Our aim is to be attentive without being intrusive. We also strive to be consistent and open to new ideas, thoughtful and relevant in our recommendations and unfailingly pleasant to work with over many years. We believe this approach has helped us develop strong relationships with clients, built on a foundation of professionalism and experience.
We serve a limited number of clients by design so that we can devote significant time and resources to each. To us, it is equally important to get to know you as it is to get to know about your finances.
Each member of our team has a distinct area of responsibility and experience, which helps us to serve you better. Our individual strengths and talents allow us to look at situations from various angles and viewpoints.
Members of The Re Corr Bell Group hold a number of industry designations that help us apply a broad perspective to your wealth management needs. More important than the intellectual strength and knowledge that this education represents, we have substantial real-world experience when it comes to developing and implementing practical strategies to help meet your needs.
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.
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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.
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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.