Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
McBride & Associates
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Merrill Lynch
Wealth Management
McBride & Associates
exists to help you visualize your financial goals
exists to help you visualize your financial goals
so you can pursue your life's dreams.
We work with you to simplify, steward, and
care for every aspect of your finances.
We build trust slowly, by consistently delivering
services that cannot be commoditized.
McBride & Associates
Welcome
Our advice and approach are guided by an interest in your goals and priorities, and our success is defined by helping you reach your goals. Our goals-based wealth management approach places the investor at the center of our focus, not the market. We start by carefully listening to understand your unique concerns, priorities, risk tolerance, time horizon, liquidity needs, and goals. From there, we will work with you to develop a customized approach that connects your personal, professional or business goals. Over time, we’ll meet to track progress to your goals and make adjustments to your approach, as needed.
Philosophy
We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
Approach
Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you — your kids' names, how hard you worked to get where you are and how you define success. We'll work together with you to understand your investment personality, prioritize your goals and build a financial approach that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. When it comes to your success, there’s only one financial approach that really matters — yours.
Capabilities
Our wealth management process begins by getting to know you and understanding your goals. We start by developing a thorough understanding of what you value most, your risk tolerance, time horizon, liquidity needs, and what your goals may be. In our one-on-one discovery meetings with you, we draw on the analytical skills and deep experience of our advisor team to review your portfolio and objectives so that we can work closely together to create a financial approach that helps you pursue your goals.
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.
Tommy McBride
Barron's "Top 1,200 Financial Advisors: State-by-State" 2014 - 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Forbes "America's Top Wealth Advisors" 2017 - 2023
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Who We Are
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.
Christopher D Myers
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #982033
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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
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.
Articles
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.
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.
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.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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