Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Leahy Cimis Fauber Group
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Merrill Lynch
Wealth Management
With over 80 years of combined industry experience, we bring collaborative perspectives and support to clients' wealth management needs- all united by a deep passion for meaningful client service.
Leahy Cimis Fauber Group
Leahy Cimis Fauber Group
When you look at your financial life, do you:
- Hold investments that correlate to your life goals?
- Know you can retire when and how you want?
- Feel prepared to pass on your legacy in the most tax-efficient manner possible?
- Have access to the resources you need—when you need them—from investments to banking?
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Who We Serve
Individuals: Executives & Managers, Professionals and their families
We have decades of experience supporting successful individuals and their families with multigenerational wealth management. Our service helps them navigate high-earning careers in every life stage, as well as their transition into retirement—while addressing the financial needs of all family members as they uphold and pass on their legacies and family values.
Business Owners: Physicians & Dentists
We work with practitioners to help them maximize the financial opportunities available to them and their businesses with disciplined wealth management. In addition to addressing cash flow and budgeting, we can assist them by providing access to equipment financing, preparing their businesses for a sale, and beyond.
Our Strategic Wealth Management
Customized Strategy & Planning
Every person has a different definition of success and happiness. We work to uncover your unique goals and bring that insight to life with a defined wealth management strategy that evolves with you. We want you to be looking forward in your life, rather than worrying about what you see in the rearview mirror.
“Stress Test” Assessments
Uncovering exactly what keeps clients awake at night—and identifying gaps in their wealth management—is our priority. We seek to understand what worries you in your financial life and what obstructs your ability to pursue goals.
Retirement Analysis
We believe that being able to retire your way is essential. When we work with you, we’ll analyze your current financial life and assess how probable your chances are for retiring when and how you desire. From there, we’ll create a clear strategy toward pursuing your ideal retirement lifestyle.
Mitigate Risk
To our team, customized wealth management that helps lead you to your goals is essential—but not the whole picture. We closely focus on helping you hedge your portfolio, so you can minimize risk without sacrificing your financial goals.
Transparency
From the investments you hold to our opinion on the markets and beyond, we believe that transparency matters. When you have clear access to information, we feel you can make sound decisions that foster a healthier financial life for you, your family and/or your business.
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.
Kelsey Baxter
Wealth Management Banking Specialist
Merrill
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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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.
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.
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.
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