Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Merrill Lynch

The Geiger Smith Team

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Merrill Lynch
Wealth Management


"Welcome to The Geiger Smith Team. We are very pleased you are considering working with us. Our team is happy to provide you with everything you need to succeed financially. We look forward to hearing from you."

Brandon, Jeff, & Tracy

It's Not Just About Money. It's About Your Entire Life.

Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people. 

Money - personal finance, investing, and business decisions - are taught as a math-based field where everything should be logical.  But in the real-world you don’t make financial decisions in a classroom.  You make them at the dinner table, or in a conference room, where personal history, your own unique view of the world, personality, ego, marketing, and odd incentives are mixed together.
 
Life can be messy, but the good news is building wealth doesn’t have to be perfect. It does have to be intentional though. Money can provide flexibility and freedom, but that requires clarity, accountability, and taking ownership of your future. Start your journey and experience the difference.

Let's take the next step together.

It’s About People. Not Products.

We think healthy client relationships are key for mutual success. We want to know your kids’ names, how hard you worked to get where you are, how you define a successful life, and how you view investing. A healthy financial life starts with answering these questions. We want to understand the “why” behind your money. When we work together for common goals you’re one step closer to the life you want. Here’s our promise:

Collaboration. You’re not just a client with us. We believe in working with you and getting to know you so we can work together on your terms.

Advice. We provide access to commentary and insights from Merrill experts and advice that is understandable, relevant, and actionable.

Choice. We offer a broad range of investment options from leading asset managers across the industry.

Transparency. We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.

Value. We design our offerings and services with a goal of keeping costs low, so you have more money to invest.

We Work With Goal-Oriented Individuals, Families, Entrepreneurs, and Nonprofits.

We have the privilege of working with corporate executives, business owners, doctors, lawyers and entrepreneurial minded people. Some of the best days we have professionally are when clients confidently make the decision to retire, start a business, or send their child to college. That is why we do what we do. We are passionate about your future. 

In addition, we collaborate with board members and executive directors of nonprofit organizations and endowments to fulfil their missions. One of the aspects that distinguishes us and our affiliates is that our nonprofit expertise can be combined with our capacity to act as your co-fiduciary. As a fiduciary, we are subject to the highest duty of care. From asset allocation modeling and rigorous portfolio manager selection to donor development and governance strategies, we tailor mission-focused solutions and offer ongoing advice and guidance to help meet your needs.

Charting Your Financial Future

You can’t feel good about your finances unless you know exactly where you are, where you want to go, and how much you may need to get there. Traditional wealth management plans are static and don’t account for life’s inevitable changes. It’s like taking off on a long trip with the destination in mind – but without anticipating the twists, turns, detours and traffic you’re likely to encounter along the way. Conventional advisors simply plot your course and hope for the best.

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“Building wealth is intentional, and the security you can get from it starts with making smart, informed decisions." – Brandon T. Smith
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A Better Way Forward

To feel confident you’re moving in the right direction you need clarity and control over your financial life. We have developed a different approach - one that focuses on you but is flexible enough to adjust when your life and markets inevitably change.

By starting this journey you will be better equipped to make the best financial choices, which helps lead to better outcomes for you and your family. Your life and the world around you are always changing, but we want you to always move forward with confidence.





Making Every Portfolio Personal

Every investor has needs and priorities that change over the course of their life. Your investment portfolio should align your money and personal aspirations to help you live the life you want to lead.

To accomplish that, we take a different approach. As with life, investing requires trade-offs. What’s more important for you:

• Keeping costs low?
• Managing tax implications?
• Capturing performance?
• Protecting from bad markets?


Our team works with some of the nation’s top managers to individualize portfolios built around what really matters to you. We collaborate with you and our dedicated team of 238 investment professionals to construct a flexible portfolio that is personalized to you and your family's goals. 


The result is an investment plan you can stick to and believe in.

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.

Brandon Smith

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

Jeffrey M Geiger

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

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.

Don Livio

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Brittany Dupont

Wealth Management Banking Specialist

Merrill

Jeremy Floberg

Wealth Strategies Advisor

Bank of America, N.A.

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.