Midyear Outlook 2022: Turning volatility into opportunity

Midyear Outlook 2022: Turning volatility into opportunity

Chris Hyzy, Chief Investment officer for Merrill and Bank of America Private Bank sits down with special guest Ian Bremmer, President, Eurasia Group and GZERO Media plus experts from BofA Global Research to discuss what they’re watching for in the second half of the year that could affect the markets and bring potential new opportunities.

Register Today

Midyear Outlook 2022: Turning volatility into opportunity

Midyear Outlook 2022: Turning volatility into opportunity

Chris Hyzy, Chief Investment officer for Merrill and Bank of America Private Bank sits down with special guest Ian Bremmer, President, Eurasia Group and GZERO Media plus experts from BofA Global Research to discuss what they’re watching for in the second half of the year that could affect the markets and bring potential new opportunities.

Register Today

Merrill Lynch

The Fecel Team

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Merrill Lynch
Wealth Management

Accessible, knowledgeable and experienced, we are committed to designing financial strategies to help turn goals into reality. We’re passionate about what we do and we bring that passion and our decades of experience to helping each client make what may be the most important financial decisions of their lives.
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Welcome

Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

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Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

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 help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

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

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • 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 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.

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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.

Donald Craig Fecel

Forbes “Best-in-State Wealth Advisors”  2020, 2021 and 2022

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.

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.

Paul Baugher

Wealth Management Banking Specialist

Merrill

Dianne Walter

Wealth Strategist

Merrill

Valerie G Tiemann

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #621526

Upcoming Events

Houston Food Bank Event

Houston Food Bank – The Noble Energy Room, 535 Portwall St., Houston, TX 77029

August 20th, 2022|11:30 AM - 3:00 PM CST

We are hosting a special luncheon and an opportunity to volunteer with the Fecel Team at the Houston Food Bank.
We would love for you to join us.

Hosted By:
The Fecel Team - Merrill Lynch Wealth Management
D. Craig Fecel II, CFP®, CPM®, CRPC®
Jeremy Character
Feriz Halili

Saturday, August 20th, 2022  11:30 a.m.
Houston Food Bank – The Noble Energy Room
535 Portwall St.
Houston, TX 77029

Please come wearing comfortable clothes that you can potentially get dirty and move freely in, including closed toe shoes or sneakers. We welcome your entire family and hope to demonstrate the value of volunteering for our community. However, the food bank minimum age for volunteering is 6, and we will not be able to provide care for those under 6 during the volunteer portion of the event.
To reserve your place today or for more information:
Call Tamara Stoerner, Wealth Management Associate – Assistant Vice President, at 713.840.5957 or email Tamara_Williams@ml.com.

    For more information: 713.840.5957 or Tamara_Williams@ml.com

    Past Events

    Market Outlook 2022

    February 16th, 2022|4:00 PM - 5:00 PM CST

    Wednesday, February 16, 2022

    4:00 p.m. – 5:00 p.m. Central
     

    Join us as the Chief Investment Office (CIO) and BofA Global Research shares what’s in store for the markets, economy, and emerging themes to watch in 2022.

    Speaker:  Joe Quinlan
    Head of Market Strategy for CIO, Merrill and Bank of America Private Bank
     
    Doug Leggate
    Head of Oil & Gas Equity Research, BofA Global Research

     

    Key Insights will Include:

    Where the economy, inflation and policy could be headed
    The outlook for equities, fixed income and the longer-term investment landscape
    Approaches to their portfolio ideas and strategies as they navigate 2022
    The outlook on the oil markets and why they expect U.S. oil and gas sector could regain investor relevance

     
    Click here to reserve your place for this exclusive, live virtual event.
    Webcast details will be provided upon registration.

      Workout and Wine

      SPENGA - Tanglewood Location , 5706 San Felipe St. , Houston, TX 77057

      February 26th, 2022|12:30 PM - 2:15 PM CST

      We are hosting a special event to show our appreciation for our clients and friends. Join us for an afternoon workout and wine sampling as we have Master Instructor, Natalie Pierron, take us through SPENGA’s 20-20-20 format. SPENGA’s 20-20-20 format features 20 minutes of spin, 20 minutes strength training, and concludes with 20 minutes of yoga and is built to support all levels of fitness. Wine and refreshments will be available following our workout. 


      We would love for you to join us.

      Hosted By:
      The Fecel Team - Merrill Lynch Wealth Management  
       
      Saturday, February 26th, 2022 at 12:30 p.m. – 2:30 p.m.

      SPENGA - Tanglewood Location
      5706 San Felipe St.
      Houston, TX 77057
       

      To reserve your place today or for more information:
      Call Tamara Stoerner, Wealth Management Associate – Assistant Vice President, at 713.840.5957 or email Tamara_Williams@ml.com.

        Washington Update 2022

        May 12th, 2022|3:00 PM - 4:00 PM CST

        Merrill invites you to the first in a two part virtual event series featuring Andy Friedman,
        a dynamic and insightful speaker and author known for his unique ability to
        translate difficult tax and fiscal information coming out of Washington, D.C. into
        potential growth strategies for business owners, executives and high net worth
        investors. Andy will discuss his perspective on the current political environment,
        prospective legislation and strategies for investment and retirement planning.

        Thursday, May 12, 2022
        3:00 p.m. - 4:00 p.m. Central | 2:00 p.m. - 3:00 p.m. Mountain

        speaker
        Andy Friedman, The Washington Update

        Please RSVP for the virtual event by Wednesday, May 11, 2022.

        Click here  to register.

        Please note the registration link cannot be accessed via Internet Explorer.
        Please use an alternative web browser i.e. Safari, Google Chrome, etc.

          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.

              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.