The Maynard Group

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The Maynard Group

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Our wealth management approach matches strategies with passions.

The Maynard Group

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Our wealth management approach matches strategies with passions

If you're like most of the people we work with at The Maynard Group, you're among a select few whose resources give you the independence to create the kind of life you want. We can recommend strategies to help you pursue your goals, assist you in tracking your progress toward them and work with you to adjust your investment strategy, if needed.

A thorough understanding of your lifestyle and goals

We help families from Hawaii to Florida manage their wealth. Our disciplined process looks beyond the numbers to focus on how you live now and how you want to shape your life over the next 5, 10 or 20 years. We try to find ways to help you maximize your income and assist you in developing portfolios that target your objectives while seeking to manage risk. Our team can also help you in preparing your finances for life in retirement.

An overarching structure that evolves with you

The families we serve have varied business and personal interests. We help them develop strategies for monetizing equity and partnership stakes, with business sales and purchases, and with insurance and wealth transfer. We also offer access to Bank of America's credit and lending services on nonliquid assets such as aircraft and boats, real estate, fine art and antiques.

Our goal is to create an integrated, efficient framework that adapts to changes in your life and outlook, as well as to the cycles of the financial markets.

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Helping clients lead exceptional lives—from one generation to the next

The Maynard Group is privileged to work with an extraordinary cross-section of clients. They include families who own one or more closely held businesses, leading executives of public and private companies and medical professionals. It's a group whose interests and aspirations are as varied and dynamic as they are.

We have witnessed firsthand the hard work and dedication they have put into their achievements, and we understand the kind of legacy they want to leave. We're ready with advice, guidance and strategies to help these families enjoy the lives they've created today and construct a foundation for their children and grandchildren to build on tomorrow.

A focus on the next generation

One of the first things we do in meetings with new clients is to map out their family tree. This aids us in understanding the people we are seeking to serve and their particular circumstances, so that we can help design strategies customized to their individual situation. Often, these families are already collaborating in creating and distributing wealth and opportunity. We can help bring together the different facets of their financial lives in a cohesive wealth management structure that includes estate and retirement planning services. In coordination with their other trusted legal and tax advisors, we can explore structures such as family trusts, partnerships and corporations and gifting strategies.

We encourage family meetings to foster an open and honest dialogue about financial matters. Our team also strives to work directly with individual members of the next generation to help prepare them for the eventual transfer of wealth and introduce them to resources for pursuing their own goals and ideals.

Serving individuals, strengthening the community

We're proud of our investing skills, but one of the best investments we know isn't found on any exchange. We believe that time spent with organizations such as Angel Flight and Big Brothers Big Sisters offers rewards that go far beyond money.

These rewards come from the delight of a little boy attending his first professional basketball game and the gratitude of a mother whose child has been whisked from our plane to receive medical care. Whether we're on Main Street or Wall Street, our goal is to use our talents and resources to serve individuals and our community.

Strategies for people committed to doing good

Many of the people we serve also devote time and resources to charitable pursuits. We can help them explore philanthropic strategies. A key part of our job is assisting them with structuring their portfolios in ways that may help them engage in the work they love.

A highly trained, experienced team dedicated to helping you

Wayne Maynard and his son Ryan Maynard combine their talents and capabilities to offer families insightful perspectives on managing wealth for the long term. They keep up with changing market and economic conditions, in addition to maintaining certifications calling for up to 120 hours a year of continuing education.

Supported by the team's dedicated registered client associates, Sandra Lassberg and Jasmine Tran, Wayne and Ryan are committed to providing outstanding, responsive service and working to enhance your family's financial well-being.

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A powerful combination of services and resources

Families usually come to us seeking guidance for many different facets of their financial lives. We strive to help them understand that, as their outlook evolves, so too must their wealth management approach. We think you'll find our team is adept at recommending strategies and services for the way you live today—and how you want to live tomorrow.

Advice and Guidance
Goals-based wealth management process1
Education funding strategies1, Extensive global research1,
Tax minimization strategies together with your outside tax advisors1, Investment personality assessment1

Retirement
Managing income retirement1, Managing 401(k) during job transistion1,
Planning for retirement1, Health care expense planning1,
Retirement income planning1

Banking
Everyday cash management1, Savings products2

Strategies for Business
Liquidity and cash management2, Commercial loan fiancing2
Retirement strategies1, Succession planning1

Tracking Progress
Asset information and measurement1, Client review1,
MyMerrill.com®1, Statements1, Wealth Outlook1

Credit and Lending
Credit Cards2, Home financing2,
Home equity financing2, Securities-based lending2

Estate Guidance Services
Charitable giving2, Insurance and Annuities1,
Private family foundations2, Trusts2, Donor-advised funds2

Investments
Alternative investments1, Concentrated stock services1,
Equity and fixed-income strategies1, Managed account programs1,
Market-linked investments1, Unit investment trusts1, Closed-end funds1

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

  • Nearly all of the families we work with are focused on maintaining their current lifestyle during retirement. Where we really strive to add value is in offering advice and guidance intended to give them the freedom to have a lobster dinner on the beach, go on a hunting trip or fly to a small town to eat lunch without having to think about their retirement strategy.Wayne R. Maynard, Senior Vice President, Senior Consultant

Meet the Team

Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.

Kelly Mullin

Kelly Mullin

Director, Retirement Plan Manager

Andrew McFarland

Andrew McFarland

Insurance Specialist

Joseph Michael Cuff

Joseph Michael Cuff

Structured Credit Specialist

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

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.

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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

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.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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