Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

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The Sharpe Group

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Merrill Lynch
Wealth Management

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*Published annually Jan – April. Rankings based on data as of June 30 of prior year.

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.

Iain A Sharpe

Forbes "Best-in-State Wealth Advisors" 2021
 Published on February 11, 2021. Rankings based on data as of June 30, 2020.

Forbes "Best-in-State Wealth Advisors" 2018
Published on February 15, 2018. Rankings based on data as of June 30, 2017.

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Click here to learn more about advisor recognitions

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.

Dianne Walter

Wealth Strategist

Merrill

Adrian Gonzalez

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #620223

Ryan Casey

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

"Thank you for considering The Sharpe Group to help you manage your wealth.  We help a select group of affluent families, executives, business owners and business entities handle the opportunities and challenges that come with preserving and growing wealth.  Wealth Management is an ongoing process that brings you and your family's goals and aspirations to life. Whether you are in the wealth creation, preservation or transfer stage of your life, we will customize our services and offer sophisticated strategies to help you fulfill your financial objectives.  With over 50 years of combined experience, our breadth and depth of industry knowledge combined with our access to the full resources of Merrill can help you pursue and maintain your vision of financial success."
Iain A. Sharpe
Managing Director
Wealth Management Advisor







*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Capabilities

Our years of experience through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We’ll work with you to build a personalized investment approach that helps you pursue your goals – no matter the financial environment. We’ll take into account your objectives, time horizon and liquidity needs and, perhaps most important, your sensitivity to risk and investment personality.

Philosophy

No two people are alike. Consequently, there is no single wealth management approach that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and potential opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Approach

Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.

We believe clients realize the full value of our relationship, including:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • 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

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.

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.

Enjoy convenient, secure account access with MyMerrill®

We’re here to help you pursue your goals — and to make your busy life a little easier. With MyMerrill, you can access your investment accounts how, when and where you want to.

Here are some links to help you understand how it works.
• MyMerrill Overview 
• Online Delivery and MyMerrill enrollment 
• MyMerrill Mobile App  
• Secure Message Center 
• My Financial Picture  
• MyMerrill Security Features 
• Mobile Check Deposit 
• e-Signature 
• Authorize Account Access (3rd Party) 
• Touch ID 
• My Merrill For Prospective Clients  


To gain access or to learn more about these features, please contact Helen Brown.

Retirement Benefits Consultant

As Merrill Retirement Benefits Consultants (RBC), The Sharpe Group is one of select group of highly qualified and credentialed Merrill advisors focused on defined contribution plans who can add value to your plan by:

  • Offering access to 3(21) fiduciary services1
  • Helping you shape your financial strategies
  • Offering thoughtful advice without a proprietary investment requirement
  • Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time
  • Working with you to create a plan that is designed to drive employee engagement and positive participant behavior
  • Assisting in the delivery of employee financial wellness programs and education
  • Helping employees connect their life priorities with their finances to help them pursue what matters most to them
 
 
1 Fiduciary Advisory Services is an investment advisory service sponsored by Merrill. It will only be offered to defined contribution plans recordkept by Merrill and plans recordkept by our Advisor Alliance providers. It is available for plans up to $500 million in plan assets. For more information on plan eligibility speak to your Merrill advisor.

Past Events

Taking Control of Your Retirement

Flemings Steakhouse, City Centre , 788 W Sam Houston Pkwy N, Houston, TX 77024

December 1st, 2022|6:30 PM - 8:00 PM CST

Join us for an informative seminar during which you'll get a better understanding of:

  • Common retirement risks such as longevity, withdrawal, investment and inflation risks - and ways to help manage these risks.
  • How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
  • Techniques for building a portfolio aligned to your priorities - leveraging a range of potential solutions. 

To reserve your place today: Call Helen Brown 713.840.4722 or email Helen_Brown@ml.com

Have a friend or family member who would enjoy this topic, please ask them to call and make a reservation. 

    Taking Control of Your Retirement

    Flemings Steakhouse, City Centre, 788 W Sam Houston Pkwy North , Houston, TX 77024

    December 6th, 2022|6:30 PM - 8:00 PM CST

    Join us for an informative seminar during which you'll get a better understanding of:

    • Common retirement risks such as longevity, withdrawal, investment and inflation risks - and ways to help manage these risks.
    • How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
    • Techniques for building a portfolio aligned to your priorities - leveraging a range of potential solutions.
    To reserve your place today: Call Helen Brown 713.840.4722 or email Helen_Brown@ml.com

    Have a friend or family member who would enjoy this topic, please ask them to call and make a reservation.

      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.

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        #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

          We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

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          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.