Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Merrill Lynch

Tarver & Campbell Wealth Partners

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Merrill Lynch
Wealth Management

Tarver & Campbell Wealth Partners believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
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Welcome

Our team, Tarver & Campbell Wealth Partners, was founded in 1980 and strives every day to deliver excellence through Intentional Client Service, Thoughtful Wealth Planning and Disciplined Investment Philosophies  Our team boasts 175 years of collective experience at Merrill Lynch Wealth Management with approximately $2,996,364,000* of entrusted assets & liabilities under our care (* as of 11/30/2023). 

We take great pride in the work we do for Clients and consider it a privilege when charged with the responsibility of assisting families in achieving their financial goals.  We value the opportunity to work with Clients, as well as their other trusted professionals, to provide a thorough, multi-faceted approach to each of their unique family objectives.  We strive to earn the trust and loyalty of our Clients every day, but also that of their future generations. 

Focus On Retirement Planning

Over the last few decades, life expectancy has risen dramatically. Today’s retirees are not only living longer, they are living healthier longer. So a question to be answered is “What do you do with those extra years and how will you pay for them?”

No matter how much income you may have, putting a retirement strategy in place could be the most important thing—the first thing—you can do as you work with the team on your overall financial strategy. The team can help you determine your lifetime cash flow requirements, you can then focus on the other pieces of your financial life, including legacy and family needs, volunteering for charitable work, leisure time activities, acquisition of collectibles, and building a second home. Let’s talk about customizing and implementing a strategy to help you achieve a comfortable retirement.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Our Philosophy

With more than 175 years of collective service, members of our large, experienced team are proud of our longevity with Merrill and with each other. Senior partners, Kevin Taylor and Jason Tarver, have been working together since 1996. Our tenure in the industry has shown us that successful, long-term client relationships are dependent on exemplary service, which is why proactive client communication, timely responsiveness, precision, and accuracy are at the heart of our culture.

Each of our team members brings to the table diverse experiences and professional concentrations and designations, giving us a broad financial perspective from which to consider your wealth management needs. We are all equally familiar with every client relationship and collaborate together in offering the personalized support and attention you expect and deserve.

As a multigenerational team, we feel that our diversity in age assists us in effectively communicating and building lasting relationships with every generation of your family. Blending our collective skills helps us to apply a broad knowledge base and different points of view as we collaborate to serve you and your family at every stage of your financial lives.

We enjoy spending time with our clients in order to gain a deeper understanding of who you are and what’s important to you. We have a thoughtful, disciplined communication schedule so you can expect to hear from us on a regular basis. Throughout our process we strive to unwind the complexity surrounding your wealth management. Our goal is to keep you informed about economic and financial market conditions and continually refine the wealth management approach that works best for you.

We see every interaction with you and your family as an opportunity to listen, learn, develop and monitor—together.

Core Service Principles

With more than 175 years of collective service, members of our large, experienced team are proud of our longevity with Merrill and with each other. Senior partners, Kevin Taylor and Jason Tarver, have been working together since 1996. Our tenure in the industry has shown us that successful, long-term client relationships are dependent on exemplary service, which is why proactive client communication, timely responsiveness, precision, and accuracy are at the heart of our culture.

Each of our team members brings to the table diverse experiences and professional concentrations and designations, giving us a broad financial perspective from which to consider your wealth management needs. We are all equally familiar with every client relationship and collaborate together in offering the personalized support and attention you expect and deserve.

As a multigenerational team, we feel that our diversity in age assists us in effectively communicating and building lasting relationships with every generation of your family. Blending our collective skills helps us to apply a broad knowledge base and different points of view as we collaborate to serve you and your family at every stage of your financial lives.

We enjoy spending time with our clients in order to gain a deeper understanding of who you are and what’s important to you. We have a thoughtful, disciplined communication schedule so you can expect to hear from us on a regular basis. Throughout our process we strive to unwind the complexity surrounding your wealth management. Our goal is to keep you informed about economic and financial market conditions and continually refine the wealth management approach that works best for you.

We see every interaction with you and your family as an opportunity to listen, learn, develop and review—together.

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Approach

Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.

The value of the relationship with you includes:

  • helping you make informed decisions
  • recognizing your life priorities and goals
  • understanding your investment style
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

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

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

  • " Our team has been built on a foundation of trust, honesty and integrity.  We strive every day to deliver thoughtful wealth management strategies designed around the specific intentions for each family with whom we work.  We take great pride in that responsibility and have been honored to work with many of these families for two, three and even four generations. " 


    Mr. Jason E. Tarver
    Managing Director
    Wealth Management Advisor
    Portfolio Manager
    Tarver & Campbell Wealth Partners

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.

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.