Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

Merrill Lynch

Blair White Group

Wealth Management Advisors

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

Welcome

The Blair White Group is located at Merrill Lynch Wealth Management in Wilson, North Carolina. With over 80 years of combined wealth management experience, our group manages the finances for a select number of individuals, families and businesses. Originally formed in 1995, our team has served clients throughout North Carolina and across the United States over the last 28 years.

We believe that the interest of our clients must always come first. In our practice we pride ourselves on providing thoughtful advice, diligent investment management, and a detailed wealth planning process. We work closely with clients to develop and implement customized financial strategies focused solely on the unique needs of each client. We draw upon the global investment insights of Merrill while also providing access to the banking and lending resources of Bank of America.

Our multi-generational team is well suited to address your most complex financial situations today, while remaining agile as the financial world continues to evolve. We are here for you now and our team will continue to be here for future generations. We invite you to contact us to discuss how we can help you achieve your financial goals.

 

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Philosophy

You live in a world that’s constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That’s why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Approach

Working with the team means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to your life priorities. Helping you pursue your goals starts with getting to know you and your family. Understanding what matters most to you helps in the creation of a financial strategy that reflects your investment style and is built around your priorities. You’ll receive advice to help you navigate the inevitable changes that can occur in life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill 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 approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

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 approach.

Capabilities

Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you’re paying for and what you’re getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Larry O Blair

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Best-in-State Wealth Advisors" 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

E. Linwood White IV

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Meet Our Group

Supported by the global resources of Merrill, our group 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.

Patti Cowan

Wealth Management Banking Specialist

Merrill

Pam D Parker

Wealth Management Banking Specialist

Merrill

Kristin Wood

Wealth Management Banking Specialist

Merrill

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



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.



    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.

    #DigitalMerrill

    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.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.