Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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At the Mollenkamp and Sullinger Group, we take pride in helping families attain their goals and enjoy their lives. This is at the forefront of our mission in the financial services industry. Merrill and Bank of America give us the all the tools we need to accomplish this for anyone we have the pleasure to work with.
We take a holistic and hands-on approach with every relationship we have at the Mollenkamp and Sullinger Group. When onboarding a client, we begin with getting an understanding of the client, their life priorities, and goals. After we gather the proper information, we leverage our teams extensive experience in the industry and the tools we possess at Merrill and Bank of America, to develop a plan that works for our team and the client. After implementing the plan, we review it and use our acumen to help make sure it stays on track and make adjustments when need be.
At The Mollenkamp and Sullinger Group, we have over 40 years of experience guiding clients through all stages of life. We pride ourselves on being reliable, trustworthy, and hard-working.
Things to be expected from our team:
-Being readily available to talk and clearly guide you through any financial situation
-Communicate clearly and in a timely fashion
-Address concerns and be transparent
-Present our plan thoroughly and in an uncomplicated manner so you have a true understanding of expenses, risks, and tax burdens
-Uncover areas of your financial picture that may have been ignored in the past
-Provide you with our acumen and the expertise of our Firm's research* and development team
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
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.
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.
Wealth Management Banking Specialist
Merrill
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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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