Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Wealth brings with it an intricate combination of opportunities, questions, and responsibilities. While it increases your options, it also increases the number and complexity of decisions. Poor decisions can have profound consequences. People often seek a professional wealth manager when they realize that investing and wealth management planning are difficult and time-consuming tasks.
Ultimately, our services may allow you to pursue those things in life that you do best and enjoy the most while giving you the confidence that your financial security has the full-time attention of our team of professionals.
Our team follows two overriding client precepts:
No cookie cutters. Portfolios and service plans are tailored to the specific needs of each client.
Communication is key. Portfolios are created by understanding the client’s needs; they are maintained successfully through ongoing client communication.
Customization at the Folline King Group is not limited to portfolio construction. Whether your needs include goals based planning, “on call” consultations, or comprehensive banking solutions from Bank of America, we are acutely aware that our responsibility to our clients extends beyond investments. We view our role more than mere financial advisors. To guide you successfully through the thicket of intergenerational wealth management planning and wealth preservation, we aspire to become your family counselor.
The only way for us to achieve this goal is by getting to know you. It’s not an overnight process; you have complex needs, and we must strive to understand them. The journey from new acquaintance to trusted family counselor is a long one, but it’s one we enjoy taking. We take great pride in joining our family with yours, and in pursuing results that will keep us joined for years.
Many financial advisors have moved away from the direct management of client investments to a more hands-off role often referred to as a ‘manager-of-managers.’
The drawbacks to this outsourcing strategy include:
Loss of Transparency (Do you know what you own?)
Lack of Control (You can lose money and still have to pay taxes!)
Creates Over-Diversification (aka Diworsification)
Increased Costs (Another layer of fees = Reduced Performance)
Lack of Communication (Personal interactions about strategy and portfolio changes are rare)
At the Folline King Group, we build and manage customized portfolios that aligns with our client’s specific goals and risk/reward profile.
The cornerstone of our investment platform is built around our proprietary Quality-Dividend Growth portfolio. We strive to create a growing retirement paycheck by harnessing the power of consistent dividend growth.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018-2019
Forbes “Best-in-State Wealth Advisors” 2018-2019
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.
Our experts examine the forces that are changing the world – and how they may impact your life
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.