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Outlook 2023: Back to the (new) future
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Outlook 2023: Back to the (new) future
Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.
The Kish Morrison Group
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Merrill Lynch
Wealth Management
As Financial Advisors, we serve as catalysts to help you articulate and prioritize the hopes and dreams you have for your wealth as it relates to your family and the things you are most passionate about.
The Kish Morrison Group
Welcome
At the Kish Morrison Group, we believe that true wealth management is about more than investing. We take a big-picture view to help you design financial strategies focused on the goals that are most important to you, not only during your lifetime but for generations to come.
We work with individuals and families in all phases of their financial lives. Some have already accumulated significant wealth, while others are working hard to create it. No matter what life stage you are in, we can help you address your current wealth management needs and prepare for future “what ifs.”
Each of us has personal as well as professional experience with many of the same wealth management challenges our clients face. We combine our skills and knowledge to approach each circumstance with insight and empathy. Although every client is unique, we can apply what we have learned from helping other clients with similar concerns.
As a team, we are committed to offering the same personalized attention and high-touch service to high-net-worth clients and the emerging affluent. We value every client and find joy in working with them to pursue their wealth management goals.
Philosophy
Our investment philosophy is anchored by the following core principles:
• We select investment managers with consistently favorable risk adjusted returns versus their peers. We prefer manager tenure of five to ten years, longer if possible.
• We believe that the single most important determinant of investment returns over time is asset allocation.
• We do not attempt to time markets.
• We recognize the importance of investment expense and tax minimization to the total return of client portfolios.
• We take a total return approach to investing. Investment returns come from both price appreciation and income generated within a portfolio. Either can be “spent” by a client.
Who We Work With
We work with clients throughout the Pittsburgh area and across the country. Some have retired, are preparing to retire, or have relocated for a career opportunity. Others are business owners or families with roots in our region. Many have reached transition points in their financial lives. (See How We Can Help.)
We also work with non-profit organizations whose causes we believe in and often support. Each member of our team is involved in philanthropy in the communities where we live and work.
Our goal is to help clients simplify their financial lives with wealth management strategies for every stage, from accumulating wealth to passing it on to the next generations. We take the time to understand what each client values most and what they hope to accomplish with their wealth, during their lifetime and beyond.
Every client relationship begins with a thorough, in-depth conversation. We discuss the many facets of your financial life, including assets held outside Merrill, liabilities, near-and long-term financial goals, and legacy considerations. We ask questions about you and your family to uncover potential needs, such as long-term care and funding for higher education. This is the beginning of a dialogue that will evolve along with your wealth management needs.
As relationships grow, we strive to create a bond where clients are comfortable inviting us into their lives. We know it isn’t always easy to be open and honest about your life and your finances, but we believe it is essential. We’re committed to transparency, and we encourage the same from our clients.
How We Can Help
Many clients come to us at critical transition points in their financial lives. Some are preparing for expected events: retirement, selling a business, purchasing a home, or funding a child’s education. Others are confronting the unexpected: inheritance, divorce, or the death of a spouse.
We understand the challenges and concerns these life events can present. Through our expansive network and resources, we can help you create financial strategies aimed at making transitions easier.
We offer a broad range of goals-based strategies and services to help clients address wealth management needs as their lives evolve. These include:
Getting ready for retirement. We can help you design strategies aimed at generating retirement income and managing your investments when you are no longer participating in your company’s401(k) plan.
Caring for future generations. We can offer strategies for funding higher education expenses, providing for a child with special needs, or creating a legacy for the generations to come. At your request, we can coordinate with your attorney, tax advisor, insurance or other professionals to align your financial strategies.
Transferring wealth. We can provide access to trust and estate planning services, including living wills, trusts and powers of attorney.
Access to credit and lending. We can connect you with Bank of America services to help you meet a range of business and personal cash management and borrowing needs.
Tax minimization strategies. We are sensitive to the impact of taxes on investment returns. Working alongside your tax professionals, we can design strategies to help mitigate the impact of taxes on current and future income.
What You Can Expect
We’re passionate about what we do. By bringing our whole selves to work, personally and professionally, we seek to build long-term client relationships rooted in trust.
Our approach is non-judgmental. We want to help you move forward in your financial life, rather than revisiting past missteps or missed opportunities.
We strive to take the emotion out of financial decision-making. By using a behavioral finance model, we can help you customize your investment approach and avoid costly reactions to market volatility.
Throughout our relationship, we will stay in touch with you to review your progress towards financial goals. When needed, we can help you adjust your financial strategies to keep pace with market changes and your personal circumstances.
We look for points of connection that enable us to have meaningful conversations with you, where we can learn from each other.
Each of us takes responsibility for “owning” client relationships. You will have a primary relationship with one team member who takes the time to know you personally, supported by the entire team.
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.
Andrew "Drew" Morrison
Forbes "Best-in-State Wealth Advisors" 2022, 2021, 2020, 2019
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Michelle Kish
Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.
Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2020
Published on September 29, 2020. Rankings based on data as of March 31, 2020.
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.
Nicholas Passodelis
Wealth Management Banking Specialist
Merrill
Evan Durst
Senior Trust Officer
Bank of America, N.A.
Erik Oskin
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #481579
Create a plan that is all about you.
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.
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
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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.
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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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