Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Adolph & Gallagher Group is an experienced, multidimensional financial advisory team backed by the full scope of Merrill Lynch global investment insights and Bank of America's broad range of banking products and services.
William A. Gallagher, Senior Financial Advisor...on benefit plans
"For employers, offering benefit plans is more complex than ever. We are an experienced team, dedicated to supporting employers as they face the challenges of expanding regulations, due diligence and plan compliance. For employees, we believe that financial wellness and retirement preparedness require personal engagement with a seasoned financial advisor to assist in identifying their long-term goals and guiding them in developing strategies to pursue them. We believe positive outcomes do not happen by chance; rather, they are a result of working effectively with plan sponsors and employees alike."
The Adolph & Gallagher Group works with sponsors of 401(k) and 403(b) retirement benefit plans, defined benefit pension plans, and qualified and non-qualified equity compensation plans of all types.
William A. Gallagher, Senior Financial Advisor...on customized wealth management
"Our view is that wealth management extends beyond transactions and beating market benchmarks. It encompasses a comprehensive approach to creating a strategy that is supported by a diversified portfolio of investments, to pursue the financial goals and life goals that are most important to you. By and large, we focus on helping clients to develop investment strategies that focus on the relationship between risk reduction and investment outcomes as they relate to clients' goals. They have worked hard to create wealth, and they want to preserve what they have and grow it sensibly over time."
Effective wealth management is built around a process that is focused on your concerns and goals.
The approach we decide on together is aligned with your personal circumstances as well as your unique attitude toward investing, risk tolerance, time horizon and liquidity needs.
The process and approach are designed to make the very most of your resources.
Investment menu design
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” in 2019.
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.
Senior Wealth Management Lending Officer NMLS # 364508
Director, Retirement Plan Manager
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.