Midyear Outlook 2022: Turning volatility into opportunity

Midyear Outlook 2022: Turning volatility into opportunity

Chris Hyzy, Chief Investment officer for Merrill and Bank of America Private Bank sits down with special guest Ian Bremmer, President, Eurasia Group and GZERO Media plus experts from BofA Global Research to discuss what they’re watching for in the second half of the year that could affect the markets and bring potential new opportunities.

Register Today

Merrill lynch

The Folline King Group

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

At the Folline King Group, we dedicate ourselves to simplifying financial complexity for our clients. 

mediahandler/media/
Welcome

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.

mediahandler/media/
Working with You

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.

mediahandler/media/
How We Are Different

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.

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.

Robert N. King

Forbes “Best-in-State Wealth Advisors”  2018 – 2022

Joseph Read Folline

Forbes “Best-in-State Wealth Advisors”  2018 – 2022

Sonya Arnold Motes

Forbes “Best-in-State Wealth Advisors”  2019, 2020, 2021 and 2022

Forbes’ “America’s Top Women Wealth Advisors” 2020 and 2021

Forbes “America’s Top Women Wealth Advisors Best-in-State” list in 2022

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.

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

      We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

      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.


      Merrill_Capabilities_Brochure.png

      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.



      Anthem video thumb.jpg 
      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.