MLCS Group

CALL

Skip to main content

Client login
MLCS Group
Email
918.586.8077
Why Merrill
- Why Merrill
- Our goal is to help you reach yours
  
  Together, we’ll create a strategy that revolves around you.
  See how
- Merrill advantage
- Our advisors
- Working together
- Our impact
- Awards & recognition
Our services
- Our services
- Helping to make your goals a reality
  
  Access to a wide range of solutions designed to meet a variety of needs.
  Take a look
- Personal banking
- Lending
- Investments
- Retirement & savings accounts
- Insurance
- Wealth planning
Resources & insights
- Resources & insights
- Designed to take you further
  
  Explore our insights and experiences to help you plan and stay on track for what's ahead.
  Dive in
- Planning tools
- Articles
- Events & podcasts
See your advisor
- See your advisor
- Your advisor
  - MLCS Group
    6100 South Yale Avenue
    Suite 1500
    Tulsa, OK 74136
  - 918.586.8077
    
    matt_cain@ml.com
    Visit our page

Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

Recognition
Meet the Team
Understanding your Life
Staying on Track
Articles
Why Merrill
Contact Us

MLCS Group

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

Merrill Lynch
Wealth Management

MLCS Group is proud to be recognized #1 in Oklahoma on the 2023 Forbes "Best-In-State Wealth Management Teams" list (Published on January 12, 2023. Rankings based on data as of January 2023).

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

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.

Matt R Cain

Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Donald M Lehman

Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2020
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

D Kurt Morgan

Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*

Barron's "Top 1,200 Financial Advisors: State-by-State" 2021-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Katy R Stephens

Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*

Forbes "Best-in-State Wealth Advisors" 2021-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Benjamin W Culver

Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*

Morgan Martin

Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*

Click here to learn more about advisor recognitions

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.

With over 38 years of wealth management experience, Kurt Morgan brings an expansive knowledge and first hand perspective to the group. Kurt has spent his tenure at Merrill Lynch Wealth Management consulting clients and managing their wealth through every stage of their financial life cycle. From accumulation to distribution, Kurt’s unique approach to wealth management is to develop financial strategies centered on client’s goals and values. Kurt received recognition as one of Barron’s top 1,200 Financial Advisors in 2022 for the second consecutive year (Published annually in Feb-March. Rankings based on data as of September 30 of prior year).

Earlier in his career Kurt served the Tulsa office as the municipal bond coordinator, from this role and substantial background he has garnered an extensive acumen relating to individual security selection. Kurt possesses a comprehensive understanding in many areas including, but not limited to: equities, government and municipal bonds, cash management, and institutional money management services. Through these strategies and guidance, Kurt has led clients through various market cycles and is now working with many from the second and third generation.

A lifetime Tulsan, Kurt graduated from Oklahoma State University where he studied finance and economics. Today he is a proud alumnus and supporter of the university; he especially enjoys rooting on the Cowboy’s athletic teams. For over a decade Kurt has been involved with the ALS Therapy Development Institute through fundraising, event planning, and organizing. In his free time he enjoys golfing with his friends, spending time with his family, and traveling.

Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in Feb-March. Rankings based on data as of
September 30 of prior year.*

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience
and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number
of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under
management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal
company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are
no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of
performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved.

D Kurt Morgan

Senior Vice President

Wealth Management Advisor

918.493.7768

Donald M Lehman, CDFA

Senior Vice President

Wealth Management Advisor

918.586.8030

Matt joined Merrill Lynch Wealth Management in 1994 and since then has provided wealth management and investment advice and guidance for business owners, entrepreneurs, professionals, C-suite executives, non-profit organizations, and foundations. As co-founder and co-lead of a boutique-style investment group within Merrill combined with having access to banking products through Bank of America, Matt oversees more than 10 financial professionals dedicated to making clients financial lives better. He has an in-depth knowledge relating to generational family wealth and how it can benefit family foundations. Matt also provides advice on the wealth transfer process, philanthropy, retirement, business sales, and estate planning strategies. Born and raised in Oklahoma, Matt is well acquainted with the opportunities and challenges of the oil and gas industry which many of his clients are effected by.

Matt was named to Barron’s “Top 1,200 Financial Advisors” from 2010 to 2022 (Published annually in Feb-March. Rankings based on data as of September 30
of prior year), as well as to the top 10 in Oklahoma. Matt was also named to Forbes "Best-in-State Wealth Advisors" from 2018-2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). Matt holds the designation of CERTIFIED FINANCIAL PLANNER™, CFP® professional and the Certified Investment Management Analyst®, CIMA® designation. Matt earned a Bachelor of Science in Business Administration at Oklahoma State University and is a loyal fan of its athletic teams. Matt’s community involvement includes previously serving as chairman of the Metro Christian Academy Board of Trustees and as a Committee Member of the Redeemer Covenant Church. He currently serves as Friends of Scouting Chair for Boy Scouts of America and as Chairman of the Board for The Parent Child Center of Tulsa. He and his wife, Alice, are proud parents of their son, Caleb. They’re often outdoors – hiking, biking, running and traveling together.

Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in Feb-March. Rankings based on data as of
September 30 of prior year.*

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience
and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number
of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under
management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal
company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are
no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of
performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.

Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based*
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Banking Services are through Bank of America, N.A.

Matt R Cain, CIMA, CFP

Managing Director

Wealth Management Advisor

918.493.7772

Whit joined Merrill Lynch Wealth Management in 2001 and works with professionals, entrepreneurs, and executives to make their financial lives better. He provides help with wealth transfer, philanthropy, and estate planning services. Whit often works with retirees to help them design a personalized retirement plan and possesses an in-depth knowledge of concentrated equity positions to help corporate executives identify creative strategies for their future. Whit understands complex option strategies and has an extensive knowledge in mutual fund evaluation. He manages the MLC Groups’ proprietary portfolios.

Whit holds the designation of CERTIFIED FINANCIAL PLANNER™, CFP® professional. Whit is a Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.

Whit graduated from Oklahoma State University with a Bachelor’s of Science degree in Business Management. Whit is active in The Boy Scouts of America, is a recipient of the Scott Carter’s Hero Award for service to the Scott Carter Foundation, a member of the Sigma Chi House Corporation Board at OSU, and a past member of the Board of the Philmont Staff Association. Whit is a past president of Tulsa Country Club, and previously served on the board of the Eliot Elementary Foundation. In addition to playing golf, Whit is a loyal fan of OSU athletics. A native of Pawhuska, OK, Whit and his wife, Tiffany, have a son and daughter.

*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.

Benjamin W Culver, CPFA, CFP

Senior Vice President

Wealth Management Advisor

918.496.7408

Katy Stephens is a CERTIFIED FINANCIAL PLANNER™ professional with Merrill Lynch Wealth Management and has worked in the financial industry since 2000 focusing on asset management, wealth preservation and growth. She was named to the Forbes Best in State Wealth Advisor list in 2021 and 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). She was also recognized on Forbes America's Top Women Wealth Advisor list (Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year) as well as the Working Mother Top Wealth Advisor list from 2020-2021 (Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year), and on the Forbes Top Women Wealth Advisors Best in State list in 2022 (Published on February 4, 2022. Rankings based on data as of Sept 30, 2021).

Katy has been recognized for her philanthropic commitments to Tulsa and the Bixby community. She truly enjoys helping others and has volunteered with many organizations, including LifeChurch Host Team, the Mental Health Association of Oklahoma, Bixby Education Endowment Foundation, Community Food Bank of Oklahoma and John 3:16 Mission.

Family is at the core of Katy's life. She and her husband Jason, a personal trainer with Body Masters, love spending time with their children. Katy also enjoys reading, exercising and anything to do with water.

"I want to help people live fuller lives financially and have more freedom to spend time with their family or doing things they love."

Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based*
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of
June 30 - September 30 of prior year.*

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research
and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a
ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and
rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or
representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research
receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is
a registered trademark of SHOOK Research, LLC.

Source: The Forbes “America’s Top Women Wealth Advisors Best-in-State” list, published on February 4, 2022. Rankings based on data as of
Sept 30, 2021.*

Data provided by SHOOK® Research, LLC. Forbes.com. America’s Top Women Advisors ranking was developed by SHOOK Research
and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a
ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and
rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or
representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research
receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a
registered trademark of SHOOK Research, LLC.

Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as
of Mar 31 of current year.*

Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years
of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service
models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative
criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because
client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions
of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and
recognition from Working Mother/SHOOK Research are no guarantee of future investment success and do not ensure that a current or
prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of
the advisor. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a
ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

Katy R Stephens, CFP

Senior Vice President

Wealth Management Advisor

918.586.8150

Morgan holds the designations of CERTIFIED FINANCIAL PLANNER™, CFP® professional and the Certified Investment Management Analyst®, CIMA® designation. Morgan is a Designated Global Institutional Consultant providing consulting services to a variety of institutions, companies, pension plans, non-profits, family offices, retired professionals, and those that are thinking about retiring someday. In addition to this, a large portion of Morgan's time is spent educating and advising the second and third generations of families with significant wealth.

Morgan is a graduate of the University of Oklahoma where he studied finance, international business, and Chinese. As a lifelong Tulsan, he is actively involved in the community serving on the board of directors for the Crosstown Learning Center in Kendall Whittier, the Cascia Hall Alumni Association board, and is a Big Brother for Big Brothers and Big Sisters. Morgan and his wife Macey enjoy traveling and spending time with friends and family.

*Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”).Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

Morgan Martin, CIMA, CFP, CPFA

Assistant Vice President

Wealth Management Advisor

918.493.7781

Katherine M Beckham

Registered Senior Wealth Management Client Associate

918.586.8077

Gina L Arnold

Registered Senior Wealth Management Client Associate

918.493.7760

Shari L Campbell

Registered Wealth Management Client Associate

918.496.7411

Tyler Layne

Registered Senior Wealth Management Client Associate

918.496.7409

Traci Nole

Wealth Management Client Associate

918.586.8160

Caroline Sibbernsen

Wealth Management Client Associate

918.586.8116

Jorge Ramirez

Wealth Management Client Associate

918.586.8064

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.

Reggie Johnson

Structured Credit Executive

Bank of America, N.A.

Steve Richer

Employee Benefits Specialist

Bank of America, N.A.

Tyson M Hickle

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

Our History

With more than 100 years of combined investment management tenure, the MLCS group is a boutique-style wealth management group within Merrill Lynch Wealth Management. The team was recently recognized by Forbes as the only team in Oklahoma and one of only a hundred wealth managment teams on the 2022 Forbes "America's Top Wealth Management Teams High Net Worth" list (Published on November 8, 2022. Rankings based on data as of March 31, 2022). Backed by the full resources of the firm and the banking convenience of Bank of America, it is one of the largest financial advisory groups in the state of Oklahoma and strives to bring clients a high end sophisticated yet personal level of service.

The MLCS group frequently serves clients during personal and professional transitions - including business sales, generational wealth transfer, and retirement. Each member of the team possesses a unique perspective and extensive knowledge that leads to a well-rounded group of investment professionals.

Philosophy

Ranging from retirement planning, asset management, defined benefit plans, derivatives, wealth transfer, philanthropic solutions, and employee stock option plans the group has the diverse investment knowledge to serve clients in these areas. The group works with a wide variety of clients including institutions, foundations, companies, and individuals from all backgrounds. Witnessing first-hand half a century of market varieties, the wealth management group possesses a wide array of knowledge.

The team has assisted investors across multiple generations and market environments. From currency exchange before international travel to the intricate support throughout life’s greatest transitions, the team helps clients make the most of today’s opportunities while working to uphold the legacy each desires.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

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 help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial 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

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

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. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

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

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.

Welcome
Philosophy
Approach
Capabilities
Focus On Individuals and Families

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.

Transcript of Video

#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.

Request Appointment

Articles

Market Briefs

Compare and contrast: 4 key ways to save for college

Because it’s never too early to start saving — a Roth IRA for teens

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.