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The McKiernan Group

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Merrill Lynch

The McKiernan Group

Wealth Management Group

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Merrill Lynch
Wealth Management

We are dedicated to help organize and simplify our clients' lives by delivering the personal attention and professional wealth management advice our clients' deserve.

The McKiernan Group

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Our Commitment

The McKiernan Group provides more than three decades of respected experience, unbiased cutting-edge insights, and exceptional personal attention to every client.

Our Group offers an unwavering commitment to the construction of customized portfolios and strategies uniquely designed to maximize our clients' financial well-being through a holistic approach.

Our Group has access to the investment research of BofA Global Research and other premier investment management companies, banking resources of Bank of America, and services of Bank of America Private Bank, allowing us to address all aspects of our clients' lives through a single point of contact.

The McKiernan Group works in a fiduciary capacity, delivers a transparent wealth management practice, and executes outstanding client services while building long-term relationships.

*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. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

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Focus on High-Net-Worth Individuals, Institutions, Professionals, & Executives

We primarily work with High-Net-Worth Individuals, Families, and Institutions, as well as a number of Working & Retired Professionals and Senior Executives across the country. We’ll begin by getting to know you as we explore the following seven priorities together:

1. Health: Managing healthcare expenses, now and in the future
2. Home: Upsizing, downsizing, remodeling or buying a vacation home
3. Family: Taking care of your family and other people in your life
4. Leisure: Spending your free time in meaningful ways
5. Giving: Volunteering, mentoring others and giving to charities
6. Work: Working in retirement, selling or starting a business
7. Finance: Bringing it all together and defining your financial goals

We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill, access to the banking convenience of Bank of America, and services of Bank of America Private Bank. Together, we will work with you to develop a customized strategy that takes your unique retirement goals and entire financial picture into account including:

- Asset Allocation
- Investment Management
- Traditional and Alternative Investment Selection
- Bank Financing
- Trust and Estate Planning Services
- Cash Flow Management: Bill Payment


*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.

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Institutions & Endowments, Individuals & Families, Business Owners

  1. Institutions & Endowments
  2. Individuals & Families
  3. Business Owners

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Professionals

  1. Doctors
  2. Dentists
  3. Lawyers
  4. Accountants

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Executives

  1. Banking
  2. Energy
  3. Healthcare
  4. Real Estate

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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.

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.

Robert J. McKiernan

Forbes “Best-in-State Wealth Advisors”  2019, 2020

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.

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.

John Ventura

John Ventura

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Elizabeth M Burlinson

Elizabeth M Burlinson

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #364508

Christopher Caradec

Christopher Caradec

Trust Specialist

Bank of America, N.A.

Past Events

The Washington Update with Jeff Bush

September 15th, 2020|2:00 PM - 3:00 PM EST

Please join the Suburban Philadelphia Market for The Washington Update 2020 with Jeff Bush. Jeff will provide an overview of the political environment, prospective legislation, and strategies for investment and retirement planning.

Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives and high net worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry’s nonpartisan experts on all things Washington.

Pre-registration: Please click here to pre-register for the event. 
Your Financial Advisor will provide you with details to access the meeting virtually. You will also need to pre-register for a pin # to join the call.

    2020 Portfolio and Market Updates

    October 14th, 2020|3:00 PM - 4:00 PM EST

    Please join Derek Harris, Head of Wealth Management Portfolios for BofA Research for a lively discussion on the current market environment. He will discuss the market effects of the upcoming election and both the risks and the opportunities in the market by leveraging recent reports from Bank of America's world-class Research department. As a visual aid, we will feature key tables and charts on the screen to help illustrate their talking points. In addition to market commentary, we will also cover how we are actively managing each of the 7 Research portfolio strategies - Income, Income & Growth, Growth, International, Midcap, Endeavor (Small Cap) and Large Cap Defensive.

    Pre-registration: Please click here to pre-register for the event. 
    Conference Call Information: US Toll +1.415.655.0001 | Access Code 171 791 2486

      How to Know if it's a Good Time to Buy, Sell or Refinance your Home

      October 27th, 2020|11:30 AM - 12:30 PM EST

      Please join The McKiernan Group for an exclusive opportunity to hear from Elizabeth Burlinson, Vice President and Senior Wealth Management Lending Officer for Bank of America as she shares valuable insights, tips and trends regarding today's real estate market and what it could mean for you.

      Our team is hosting a virtual event on October 27th at 11:30am ET and we hope you can attend. We will be sending the WebEx link to confirmed attendees prior to the event date.

        Your Financial Approach

        We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2
        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3

        1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
        2 Banking, mortgage and home equity products offered by Bank of America, N.A.
        3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
        4 Trust and fiduciary services are provided by Bank of America Private Bank.

        Staying on Track

        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 approach, our goal is to help you stay on track to achieve what's most important to you.


        Periodic 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.


          Monitoring 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.

          Wealth Management Your Way

          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

            We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

            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.

            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.

            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.