Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Merrill Lynch

The McKiernan Group

Wealth Management Group

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FINRA's BrokerCheck

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.

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.

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.

Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

Institutions & Endowments, Individuals & Families, Business Owners

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

Professionals

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

Executives

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

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies 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" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Forbes "Best-in-State Wealth Advisors" 2021
Published on February 11, 2021. Rankings based on data as of June 30, 2020.

Forbes "Best-in-State Wealth Advisors" 2020
Published on January 16, 2020.  Rankings based on data as of June 30, 2019.

Forbes "Best-in-State Wealth Advisors" 2019
Published on February 20, 2019. Rankings based on data as of June 30, 2018.

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

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Elizabeth M Burlinson

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #364508

Christopher Caradec

Wealth Strategies Advisor

Bank of America, N.A.

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.

    #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

      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.

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      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.

      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.

      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.