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Tyree Williams Yee Powelson & Swartz Group

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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.

Joseph M Simmons

Joseph M Simmons

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #513072

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, 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

Welcome

At The TyreeWilliamsYeePowelson&SwartzGroup, we have a proud tradition of caring about the clients we serve – in Ohio and 15 other states. As seasoned and sensitive advisors, we also look beyond investments at who clients are as people, their proudest achievements, greatest concerns, and what they’d like to see five and ten years down the road.

Like most of our clients, we’re quite realistic. Many are “nearly and already retired” business owners and corporate executives. We believe they deserve to enjoy the best lifestyles possible and for us to help account for Social Security and Medicare, anticipated health care costs, and other factors. 

Why do clients come to us? Often, a previous advisor may not have “heard” what they were saying, couldn’t solve an important issue, or a client felt an advisor was too formal and never really knew them. Frankly, we do our best work for “happy” clients that can appreciate our insights, decades of experience, and most of all, our integrity. We enjoy helping clients in areas that may have little to do with “dollars and cents” – whether it’s helping an elderly client book a flight online, or helping a client’s daughter get cash out of town.

Ours is a holistic, goals-based approach to wealth management – one that helps clients identify and prioritize what’s most important. We not only ask questions of clients, but questions of ourselves: Are we helping clients manage their income and balance sheets, as well as minimize tax consequences? Are we looking at a client’s situation from multiple perspectives? Are we being fully accountable to clients and their families? These questions remind us to work diligently on each client’s behalf, as if he or she were only one.

Above all, we want clients to sleep well at night. And we want to sleep well, too – knowing we’ve done everything possible, to help structure a client’s wealth – so that positive outcomes can result in the short-term and for decades to come.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

WHAT CLIENTS CAN EXPECT

As professional and proactive financial advisors, we don’t have egos. Instead, we have a craft and a mission – “to do the right thing for clients at all times and everything possible” to help them pursue their most cherished goals.

At The Tyree/Williams/Yee/Powelson&Swartz Group, we are also nimble in summoning our complementary skillsets to a given challenge or opportunity. Working collaboratively as a team and with you, our client, we can help you “see around corners” and plan for likely (and unlikely) circumstances. 

As our client, you can also expect that we will:

• Look broadly and strategically at ways to put your wealth to work. As examples, we can analyze the cost-basis of a portfolio you might inherit, make sure your wills and other documents are updated, and create a detailed budget that helps you follow a more disciplined path toward financial certainty.

• Be mindful of your comfort and previous experience with wealth. You may be one of many “millionaires next door” we serve – people who’ve saved and lived rather frugally with an eye toward a fulfilling retirement, or simply, not out-living your money. We may be able to show you that spending more than you ever anticipated can still keep you on the right course – whether you’d like to travel more frequently or indulge in that trip of a lifetime (perhaps with your extended family).

• Call you when there’s something you need to hear, or we need to know – not when the calendar tells us to. A hallmark of our hands-on approach is staying in touch, being transparent, unbiased and available. We would be privileged to assist you and your family with the same level of devotion with which we serve generations of other clients’ families.

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.