Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

Merrill Lynch

Miller & Hare Wealth Management

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Merrill Lynch
Wealth Management

Significant wealth requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.

Miller & Hare Wealth Management

Welcome

Miller & Hare Wealth Management is a leading wealth management team that caters to the needs of ultra-high-net worth clients. We work with corporate executives, entrepreneurs, business owners, affluent families, and family offices throughout the Southwest who are drawn to our customized approach, in-depth knowledge, and ingrained service ethic. We draw upon the talents of many individuals, all focused on the same goal: delivering value to the client.

Core Values

  • Honesty & Integrity
  • Pursuit of Excellence
  • Passion to Enrich Others
  • Build Lasting Relationships

Our Purpose: To Serve Others

GLOBAL INVESTMENTS

  • UHNW Financial Strategies1
  • Alternative Investment Strategies1
  • UHNW Investment Advice & Guidance1
  • Risk Management Strategies1

 
BUSINESS-RELATED SERVICES
  • Executive Services1
  • Global Banking & Markets2
  • Global Commercial Banking2
  • Retirement & Benefit Plan Services1,2

 
WEALTH STRUCTURING
  • Philanthropic Strategies2
  • Trust & Estate Strategies2
  • Financial Education & Thought Leadership1,2
  • Insurance Strategies1
  • Access to Family Office Services1

 
CASH MANAGEMENT AND LENDING
  • Cash Management Services2
  • Residential Real Estate Lending2
  • Securities-Based Lending3
  • Custom Lending2


 
1 Capability offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Capability offered by Bank of America, N.A., and its bank affiliates.
3 Securities-Based Lending products provided by Merrill Lynch, Pierce, Fenner & Smith Inc. as well as Bank of America, N.A.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Meet Our 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.

Timothy J Bennett

Division Structured Credit Executive

Bank of America, N.A.

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.

      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.

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      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 Advisor®
      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.

      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.