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

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Merrill lynch

The Dennison Group

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Merrill Lynch
Wealth Management


Selecting a Financial Advisor is one of the most important and deeply personal choices many individuals will ever make. Ultimately, you are entrusting your financial future to a professional you hope will honor your choice with service and guidance that preserve and empower your wealth — and family — for generations.

Approach

An effective approach to wealth management requires working closely with you to help identify and define your goals. The process begins by understanding what matters most to you. We help create a financial strategy to pursue your goals that reflects your investment style and is built around your life plan.

Whether you are focused on growing, preserving or transferring wealth the team is committed to helping you address your financial goals at every stage of your life.

Capabilities

In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the credit and lending capabilities of Bank of America, services are available that can help you address virtually every financial challenge you face.

Focus On High-Net-Worth Individuals and Business Owners

We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:

  • 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 and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals
The team’s industry knowledge and experience helps them provide you with:
  • Potential risk management strategies
  • Trust and estate planning services
  • Tax-minimization strategies
  • Access to Bank of America for your credit and banking needs
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.

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.

Philosophy

You live in a world that’s constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That’s why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Welcome

At The Dennison Group, we recognize the weight of investors’ trust so we make a lifelong commitment to support clients with complete wealth management at every stage. Though their goals, perspectives and lifestyles are unique, many of the most successful client connections are built on the following shared values:

Career Passion
Our team is passionate about financial guidance and client service, and we enjoy supporting investors who are equally devoted to their own careers. We focus on serving highly compensated individuals who work hard at what they do — and want to know their money is working equally hard to support the financial freedom they desire.

Family Commitment
We believe deeply in the power and importance of family, and we enjoy supporting clients across generations. We will work to uncover every aspect of your current and lifelong needs, and build a framework to transform today’s significant earnings into lasting wealth for you and your family.

Complex Financial Needs
We believe investing is just the beginning of our responsibility as Financial Advisors. In our relationships, we strive to help clients address their families’ complete financial needs across their breadth of objectives. Whether they have concentrated stock positions, are members of the sandwich generation or face other challenges, we focus on serving investors whose financial lives demand sophisticated, personalized support, including:

• Retirement planning
• Home financing (NMLS#620056)
• Banking Services from Bank of America, N.A.
• Investment management
• Education planning
• Long-term care
• Insurance solutions
• Estate planning strategies
• Philanthropic giving

Our most deeply held principle at Merrill Lynch Wealth Management is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals and then offer approaches to achieve them. At Merrill, we have unparalleled resources that include extensive planning experience, financial strategies and state-of-the-art technology designed to streamline any financial picture. Let us put those resources to work for you.

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.

Adrian Gonzalez

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #620223

Mary Elizabeth Murphy

Retirement Specialist

Bank of America, N.A.

Dianne Walter

Senior Trust Officer

Bank of America, N.A.

Past Events

Vanguard Economic Outlook

February 8th, 2024|11:00 AM - 11:30 AM CST

Please join us on Thursday, February 8th at 11am CST as guest speaker Bill Puggini, a Senior Portfolio Specialist for Vanguard, shares a presentation about factors that may impact the global economy in the coming year.

    2024: A Foundational Year

    April 25th, 2024|11:30 AM - 12:00 PM CDT

    Join us on April 25 at 11:30am CDT, as Ryan Casey, ISG Portfolio Strategist, discusses the overall macroenvironment and the wildcards that could unfold in specific areas that will likely be the largest arbiter of asset class returns for 2024.

      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.