Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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In 1965, Lavona Kuhn began her career at Merrill Lynch Wealth Management in Amarillo, TX. She had no idea that in the years to come, she would build a team of professionals who could help deliver the vast resources of Merrill. The Kuhn Group brings together individuals with unique talents and experience enabling us to serve clients with a broad variety of needs. Our mission is to not only provide high quality wealth management services, but also to continuously work to develop personal relationships with clients. We believe in a client focused mindset – one committed to listening to, and understanding the goals of clients.
Through the different seasons in your life and cycles of the market, we want to assist you in designing, implementing and monitoring a personalized wealth management strategy focused on what matters to you. From family to philanthropy, our approach to wealth management aims to help you reach your financial goals.
As much as the market changes, so does the lives of our clients. We understand each individual has a unique situation and thus specific needs, goals and preferences that need to be addressed.
Our investment philosophy keeps this fact front of mind to help ensure your Asset Allocation is always reflective your current circumstances, goals, feelings about risk, and family dynamics. This is not a static process, but is in fact an ever-evolving, ongoing process which includes Rebalancing when the market drives styles and sectors out of balance, and even Re-allocating when the your situation, goals, feelings, or family dynamics change. Asset Allocation is responsible for greater than 90% of an investor’s portfolio returns, and we believe asset allocation management is the most appropriate approach to proper Behavioral Investment Management.
Our clients feel confident in knowing they have a plan in place to help achieve what is most important to them, their life proprieties. So whether your priority is having a high degree of confidence in your retirement outlook, or knowing your wealth transfer plan is leaving the legacy you have envisioned, or simply knowing that regardless of market conditions your assets are properly invested with the optimal risk/return balance, our team will take steps to help ensure you have done everything possible to meet your goals.
Our Goals Based Approach to wealth management puts the investor at the center of the wealth management process. We want to identify and prioritize which goals matter most to you. Whether that's buying your dream home, paying for college, managing future health care expenses, or preparing to pass on your wealth to the next generation, we start by listening and learning more about you.
Using the Merrill Investment Personality Assessment is just one way we are able to gain a deeper understanding of your investing preferences. This enables us to help you design, implement and monitor a personalized wealth management strategy tailored to pursuing your personal financial goals.
What is in your best interest?
Leveraging the individual strengths of our team, we are able to serve clients with needs that range from retirement and estate planning services, to portfolio and risk management. With access to the vast resources of Merrill Lynch Wealth Management and Merrill Edge, along with trust and banking services of Bank of America, we help you identify the platform that is best for you. The investment insights of Merrill Lynch Wealth Management combined with the banking convenience of Bank of America enable us to help you simplify your financial life. We want to be the financial resource that you can come to when you have any questions or concerns.
No matter what stage of life you are in, we can work together on a wealth management plan for the future. Understanding your life priorities and values is the first step in building your personalized wealth management strategy. Together, we will explore your life priorities.
Health: Managing healthcare expenses, now and in the future
Home: Upsizing, downsizing, remodeling or buying a vacation home
Family: Taking care of those closest to you
Leisure: Spending your free time in ways meaningful to you
Giving: Volunteering, mentoring others and giving to charities
Work: Working in retirement, selling or starting a business
Finance: Bringing it all together and defining your financial goals
This conversation works to narrow down what matters to you, so your plan can be customized around your life priorities. Identifying and discussing these life priorities will continue to be a central part of our regular conversations.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. 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.