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

Main Line Wealth Management & Associates - Exton

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Merrill Lynch
Wealth Management

We are proud to announce a change to our team. GSL & Associates and The Wisman Group have decided to merge into one team, which will be one of the largest in the Philadelphia area. Our new team will be known under a new name, Main Line Wealth Management & Associates.

Advice and Guidance at Every Stage of Your Financial Life

Main Line Wealth Management & Associates is a skilled, experienced team of professionals. Our group is multifaceted and offers a range of investment services that extends well beyond traditional asset management services. We truly care about you and your financial well-being. We are committed to providing lifetime wealth care, meaning we are dedicated to advising you during each stage of your financial life.

Our objective is to help you use your wealth to transform your vision of the future into reality. We take an encompassing approach to helping you manage your wealth—an approach that is powered by the relationship we develop with you.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill 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 approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Lifetime Wealth Care

Building long-term client relationships is the foundation of our business. We understand that we are in a position of trust. We are committed to guiding you through each stage of your financial life:

  • During your working years as you accumulate wealth
  • During your retirement as you harvest and enjoy your wealth
  • Helping you organize the transfer of wealth to the next generation or to charitable organizations

The Merrill principles that guide us in our work are client focus, respect for the individual, teamwork, responsible citizenship and integrity.

Care Coordination

Main Line Wealth Management & Associates has experience helping families with members who have special needs. We can serve as a single point of contact to help you address many aspects of your financial situation, including issues that may be unique to individuals with special needs, such as:

  • Researching/Considering government benefits
  • Considering lifestyle issues
  • Establishing a Special Needs Trust
  • Strategies designed to support the equitable transfer of your estate
  • Involving extended family members

To address your goals you require a strategy that goes beyond investment advice and guidance, one that integrates estate planning services, insurance and trust considerations. Let us help you pursue these goals.

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

How we can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked so hard to build.

How we help clients during times of market volatility.

Here’s how we can stay connected – from virtually anywhere, anytime.

Meet the Team

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.

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.

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

      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.

      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.