Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The Mackey Weber Group team brings shared ideas and resources to clients, offering a goals-based wealth management approach that puts them, rather than the market, at the center of the wealth management process. Offering access to the global investing resources of Merrill and the banking convenience and lending solutions of Bank of America, we can assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial approach aligned with their goals.
It is just as important to manage your liabilities as it is your assets. After all, money saved is just as helpful as money made. Our clients have access to discounted mortgages/home equity lines, preferred credit cards and secured credit against investments.
Utilizing our Wealth Outlook software, we can stress-test your wealth management plan to see if it meets your specific goals. If you do not have an existing plan, our team will work with you to assist in articulating your goals and creating a plan around them.
Whether you’re a physician, dentist, surgeon or any of the various medical professionals that serve our community, we know that your time is scarce and therefore extremely valuable. With the constant stress and pressure of working in an ever changing industry it can be difficult to allocate the proper time and care necessary to craft, implement and continually execute an efficient financial strategy. Your needs are unique and complex. The Mackey Weber Group, has worked with medical industry professionals and we understand some of the challenges you face such as:
Scott Weber, Donna Yvanek and Luke Anderson have a combined experience of over 60 years in the financial services industry. Each one of them has achieved the CERTIFIED FINANCIAL PLANNER certification (CFP®). Allow us to identify what is important to you, craft a detailed financial strategy, execute and adjust as necessary on behalf of you, your family and your practice.
Owning and operating your own business is one of the most difficult, stressful and challenging ventures in America today. Yet, it can also be the most rewarding. No two businesses look exactly alike, which can present very unique financial obstacles. With the help of the Mackey Weber Group, you can meet these obstacles head on and focus on what is important to you. Some of the more common areas that we can help small businesses with are:
At Merrill, we have full access to Bank of America’s credit and lending arms which allows us to work with you to control and manage both sides of your balance sheet with one contact.
The Mackey Weber Group structures and advises on 401k plans for all size companies ranging from singularly owned businesses to companies with hundreds of employees. As the owner or administrator of a company plan, we will work with you to match with a platform that fits your specific needs and simplifies your workload. With multiple partners from which to choose, we can bid out your plan on your behalf. This leads to the most competitive pricing of your plan and a comprehensive choice of investments. Ultimately, we will help you select the plan that gives the best fit. Furthermore, our team will provide on location education and guidance on a regular basis to you and your employees.
Non-profit companies, endowments and foundations play an integral role in our communities and in society at large. It’s of vital importance to have a team in place to continue the management/administration of these entities until its goal has been achieved. Often times, that goal is one that extends into perpetuity, hopefully continuing on a legacy or mission into the foreseeable future. We can help put you on a path of responsible growth using an investment policy statement to adhere to board guidelines and make sure that your distributions / gifts / tax reporting are all handled with care. We are always glad to have your organizations investments reviewed at no cost.
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.
Wealth Management Banking Specialist
Bank of America, N.A.
Bank of America, N.A.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.