Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Maidman Group
Wealth ManagementMerrill Lynch
Wealth Management
At The Maidman Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
The Maidman Group
Approach
Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you — your kids' names, how hard you worked to get where you are and how you define success. We'll work together with you to understand your investment personality, prioritize your goals and build a financial approach that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. When it comes to your success, there’s only one financial approach that really matters — yours.
Capabilities
Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America allows us to help you devise potential solutions designed to help preserve, grow and distribute your wealth. We strive to exceed client expectations through our proactive approach to communication, our attention to personalized service, and commitment to continuing financial education.
Focus On High-Net-Worth Individuals and Business Owners
We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances.
No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together; defining your financial goals
- Potential risk management solutions
- Trust and estate planning services
- Potential wealth management solutions
- Access to Bank of America for your credit and banking needs
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.
Our Philosophy
When it comes to investments, our team diversifies each client’s portfolio across asset classes – typically with stocks, bonds, and the funds of selected money managers. With no cookie-cutter strategies, our team crafts each portfolio from the ground up, to help achieve income generation, growth, or a blend. Accompanying each recommendation is an explanation of why investments are chosen, possible tax consequences and costs involved.
Beyond risk-managed investing, our team offers access to Bank of America, N.A. – for corporate treasury services, securities-based and residential lending. And whether a client wishes to grow wealth or preserve it for the next generation, efforts are often coordinated with clients’ CPAs and attorneys – to align tax-minimization and estate planning strategies.
Welcome
Rooted in our deep appreciation of clients’ desires for lifestyles and legacies, our team has long crafted goals-based strategies for a loyal clientele in the Pittsburgh area and nationwide. Our team sees clients’ complex financial pictures as puzzles that can benefit from careful analysis – and each client as a person, not a portfolio.
“I believe we bring an exceptional measure of financial insight and passion to what we do. Put simply, we try to help clients in ways they may not expect, but certainly deserve. We talk frequently to clients – and visit them in their homes and offices. By immersing ourselves in the details of clients’ lives and being extremely proactive, we can help clients anticipate different scenarios and prepare for positive outcomes,” Scott Maidman explains.
Our team serves high-net-worth individuals it admires for their achievements and values – parents of growing families, owners of growing businesses (some with 401k plans), physicians, corporate executives, and clients’ grown children. Conversations with clients revolve around their families and their concerns – from Social Security, college funding, and long-term care strategies, to downsizing or buying a second home.
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.
Scott N Maidman
Forbes "Best-in-State Wealth Advisors" 2019, 2020, 2021, 2022, 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Top Next-Generation Wealth Advisors" 2019
Published on July 24, 2019. Rankings based on data as of March 31, 2019.
Forbes "Top Next-Generation Wealth Advisors" 2018
Published on July 25, 2018. Rankings based on data as of March 31, 2018.
Meet Our 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.
Michael Flynn
Wealth Management Banking Specialist
Merrill
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
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.
Articles
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.
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.
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.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.