Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Dylan R. Atkins CFP® CAP® CRPC®
Wealth Management Advisor
I, along with a team of Merrill Lynch and Bank of America specialists, work with a select group of families and businesses in developing strategies to manage their wealth. Our services are aligned with the interests of our clients. This structure allows our strategies to go beyond the single dimension of investments. I began working at Merrill Lynch in September of 1998.
Being a strong believer in the value of lifelong learning, 5 years into my career, I decided to enhance my knowledge base and earned a Finance & Accounting Certificate from The Wharton School at University of Pennsylvania. Strategically chosen based on my clients' needs, I continue to obtain additional proficiencies, and certifications to sharpen my skills such as the Chartered Retirement Planning CounselorSM designation, CERTIFIED FINANICAL PLANNER™ certification and Chartered Advisor in Philanthropy® designation. I employ these skills daily in my practice by
Engaging in discussions with senior corporate officers and executives about how to maximize and incorporate their stock options, restricted shares, and deferred compensation in their overall portfolio and plan.
Dialoguing with business owners about how to incorporate thier company retirement plans and debt into their own financial picture.
Working with those inclined to give back as to how to leverage and get the most out of their gifts, both for themselves and for the 501c3 nonprofit charities they're passionate about.
Aiding those thinking about or in the process of a job change or retirement appropriately adjust their finances in preparation for, or response to, their changing situation.|
OUR PROCESS: help our clients;
Gather and organize client information
Discover and define needs and goals
Develop an appropriate strategy
Implement needs and goals based customized recommendations
Review progress toward goals
WHAT WE DO: aid our clients in making the best financial decisions for themselves and the businesses they manage through methods such as;
Asset allocation and diversification management
Tax exposure minimization
Incentive & nonqualified stock option analysis
Management of investments and cash flow
Control liabilities (home financing and other types of loans offered through Bank of America, N.A.)
Insurance coordination: life, disability, long-term care
Retirement account distribution
Our clients entrust their financial future with us. Our training allows us to accept this responsibility. Our personal integrity, reputation and heart earn it.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Chartered Advisor in Philanthropy® and the CAP® mark are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Dylan Atkins is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing the clients’ own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage the advisors strategies on a discretionary basis.
*Asset allocation does not ensure profit or protect against loss in declining markets.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
NMLS ID: 526467
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Arizona
Wharton Executive Education
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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, I can help you create a financial strategy that reflects your personality. Only then can I 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.