Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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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.

Mack D. Hartwell

Forbes "Best-in-State Wealth Advisors" 2019-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

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.

Amy Kammann

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #563227

Brittany Dupont

Wealth Management Banking Specialist

Merrill

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

Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

What You Can Expect

Most clients come to us for one of two reasons. They may have outgrown the level of wealth management sophistication and service they require – or they have investments in different places, with no clear idea of where they stand financially and what reasonable outcomes they can enjoy.

Experience tells us that successful individuals share the need for a planning-based approach. Ours examines distinct aspects of client wealth including areas that may have been ignored, such as estate planning issues and liability management. We believe clients are pleasantly surprised by the breadth and depth of our focus – and that:
 
• Having frequent conversations is critical. If something is keeping you awake, we want to know. We also find it helpful to meet at your home or office, to gain insights we wouldn’t otherwise have. We often say, “The more we know about you, the more we can do for you.”
 
• Employing multiple strategies can help optimize your wealth. We offer access to Bank of America, N.A. for commercial, residential, and securities-based lending. We also call upon Bank of America Private Bank specialists and coordinate with clients’ CPAs and attorneys to build effective tax minimization and estate planning strategies.

• Hearing our investment perspective is valuable to clients. Rather than chase short-term performers, we aim for the horizon – using internal and external research. We also avoid illiquid investments and favor an asset allocation strategy that may include high-quality, dividend-paying stocks, along with corporate and municipal bonds. During market volatility, we call clients, before they call us. That is the nature of our caring, client-focused approach.
 
We are here to help accomplished individuals, accomplish more. We hope you give us that opportunity.

Our Team

We are a highly experienced, multi-generational team of advisors. It is a privilege to put our decades of knowledge to work – and put clients’ interests above all else.

An Impressive Clientele

We are proud of the clients we serve and the roles we play in their lives. Being seen as a trusted resource allows us to provide what we call “enlightened and engaging” wealth management – for clients we’ve known for decades and generations of their families.

Among those we assist are founders and owners of private businesses, established physicians, retired couples, as well as men and women whose spouses have passed. We believe that our ability to enhance clients’ wealth from an intergenerational perspective has also led to us serving their elderly parents, grown children, grandchildren, and extended families – throughout Ohio and across the United States.
 
Our strong belief in client education includes devoting time to “walking clients through” each step of the wealth planning and implementation process. Working closely with both spouses whenever possible, we are keenly aware that a client’s ability to participate in their strategy’s success is greater can increase significantly when they embrace the importance of its tactics. Each member of our team enjoys helping clients achieve and accelerate their visions of success.

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.

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.

      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.