Re Corr Bell Group

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Re Corr Bell Group

Wealth Management

"Our goal is to help you get where you want to go - on time and without incident. In our experience, the only way to do that kind of work is to be intently focused on every aspect of what you do." 

Chuck Re Corr
CAP®, CIMA®, CIMC®

Meet the Team

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.

Chuck Re Corr

Chuck Re Corr

Wealth Management Advisor

919.829.2012
Geoffrey Bell

Geoffrey Bell

Wealth Management Advisor

919.829.2064
Jin Kim

Jin Kim

Investment Associate

919.829.2071
Matthew W. Cronlund

Matthew W. Cronlund

Financial Advisor

919.829.2039
Jennifer  Bell

Jennifer Bell

Financial Advisor

919.829.2037
Denise Lowe

Denise Lowe

Registered Senior Client Associate

919.829.2069

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Professionalism, Integrity and Exceptional Client Service

The Re Corr Bell Group has more than 70 years of combined experience offering integrated wealth management strategies to clients. Our team is based on a culture that puts clients' needs first. Lasting, meaningful and transparent relationships are the foundation of our business.

We believe many clients have chosen to remain with us for more than a decade because of our dedication and strong work ethic. Helping you reduce the complexity of your financial life and offering the highest standard of advice and guidance tailored to your objectives are the goals we set for ourselves each day. Our aim is to help you manage your likelihood of success, while simultaneously addressing your exposure to investment risk.

Going Beyond Balance Sheets and Financial Statements
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.
Our Process Is Thorough and Transparent
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 Lynch, 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 Lynch 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 Lynch 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.
Knowing Your Goals
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.

Your Financial Strategy

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.

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 give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay 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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life 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.

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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.

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 financial 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 financial advisor.





Transcript of Video

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 Lynch, 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.