Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Currently entrusted with more than 1 billion dollars in client assets, as of February 2017, Seyle Hickey & Associates apply decades of experience and a disciplined wealth management approach on behalf of a diverse client base that includes individuals, families, business owners and community leaders. We work with outside tax and legal advisors to help clients optimize and preserve their wealth, with a focus on strategies to minimize the impact of taxes and inflation. Our knowledgeable team actively offers strategies for retirement income and succession planning as well as portfolio management.We are proud to be among fewer than 75 Merrill Lynch groups nationwide with a member who has been named as a Retirement Benefits Consultant, focusing in defined contribution plans. Our team works diligently and directly with CFOs, investment committees, human resources professionals and employees to provide an overview of benefit plan design, monitor investment performance and facilitate educational seminars for plan participants.
We live in a world that’s constantly changing. Markets fluctuate moment to moment. New investment opportunities arise daily. Regulations are amended often. That’s why we believe that you and your situation are the best starting points from which to plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because only by understanding you and your priorities, can we effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.
Our job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities.
Our approach is to help you pursue your goals by providing customized service and strategies. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.
Drawing upon research in the field of behavioral finance, Merrill Lynch 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 strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
Our wealth management process begins before we make a single investment recommendation. We start by developing a thorough understanding of what you value most, your risk tolerance, time horizon, liquidity needs, and what your goals may be. In our discovery meetings with you, we draw on the analytical skills and deep experience of our advisor team to review your portfolio and objectives so that we may assist you as you pursue your goals.
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 801326
Structured Credit Executive
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.