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Soto Sawyer Crosby Group

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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.

Tim Phillips

Tim Phillips

Trust Specialist

Bank of America, N.A.

Chris J. Reilly

Chris J. Reilly

Retirement Plan Specialist

Merrill Lynch

Brian Kuhn

Brian Kuhn

Insurance Specialist

Merrill Lynch

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

There is a constant in life – one defined by a never-ending need to care for what matters most to you. Whether considering family, home, health, work, giving, leisure, or retirement you have goals and concerns that are important to you. While the order of importance of these priorities changes as life progresses, the basic tenet of caring for those you love most remains fixed to your core values and beliefs.

Understanding this, The Stuckey Sawyer Soto Group focuses on working with Retirees, Business Owners, Professionals, Doctors, and successful families to help clients achieve their personal and financial goals. Whether transitioning careers, seeking to maximize high earnings, nearing retirement, or seeking a more personal, values-based relationship with an experienced wealth management team, the service provided to you goes beyond investment management of your portfolio. It’s about you and your family, and your priorities at every stage of life.

You’ll have questions along the way; concerns that will be listened to with patience and addressed with care as we walk alongside you through the inevitable changes that occur in life.  You will benefit from a team that can help bring structure and simplicity to the process of aligning your concerns to financial resources; a team that engages both spouses (and children when appropriate) regardless of their level of financial expertise; a team dedicated to helping you and your family, across generations, with what matters most to you.

 

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

The Team

An introduction to The Stuckey Sawyer Soto Group goes beyond a combined 60 years of financial services experience. The reason for this is simple – caring for you goes beyond managing your financial accounts.

As you work with the team you will experience a unique blend of sophistication in investment and portfolio management (backed by Merrill) combined with simplification in helping you understand how your finances align to your goals, and from this, having clarity in the adjustments that can be made in strategy to adapt to the changes that occur in life.

You will see why relationships have developed into a deep bond of trust and care across multiple generations of the same family, and from this, why the team has become a sounding board for ideas and questions not only for career, business, and retirement, but for life in general.

Who We Work With

The team focuses on helping Retirees, Business Owners and Professionals that are interested in maximizing their current financial situation to benefit their future. This includes affluent individuals who desire ongoing alignment of their financial resources to their essential goals and long-term aspirations. Doing so provides these individuals and their families with a wealth management plan designed to assist them with what matters most, now and well into the future. This includes:

  • Retirees – seeking a long term commitment with prudent investment and risk management principles that help you achieve a successful and dignified retirement
  • Business owners – seeking an advisory relationship that understands business models, risks, and local economies; a team capable of helping you navigate your unique complexities to a successful stage of life post-business.
  • Professionals – established high income earners seeking help ensuring strong earnings are allocated to maximize future wealth and align to family and retirement goals

Service Model

The team’s service model is designed to provide you with the communication and support you desire and deserve. From onboarding to multi-generational engagement you will receive a level of care that aligns to your needs along each stage of your journey in life. Components of the service model include:

  • Understanding Your Life – This critical first step is focused on gathering the information needed to understand all aspects of your family’s financial picture. This includes your assets, liabilities, goals, aspirations, risk tolerance, and concerns. The team will help you articulate what is most important to you and your family, and from this, help you align your financial resources to your life priorities.
  • Creating Your Financial Strategy – The understanding above enables the development of a customized investment approach aligned to your goals. Your plan is consistently reviewed and adjusted as needed to help you achieve the most out of life for you and your family.
  • Providing Ongoing Care – Life changes. What remains constant as a client of The Stuckey Sawyer Soto Group is the consistent contact, reporting, accountability, and ultimately care and consideration given to you and your family. Our team is here to provide a friendly touch, and with this, is always ready to listen and help you in any way possible connect to a better financial life.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.

      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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      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.

      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.