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

The DO Wealth Management Group

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Merrill Lynch
Wealth Management

The DO Wealth Management Group is committed to helping you in achieving your financial aspirations, goals, and dreams. We believe every client is entitled to the highest level of personalized service and care. We place you at the center of the wealth management process and work together to design a goals-based financial strategy that can assist you in with your financial security and independence.
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Welcome

Thank you for considering The DO Wealth Management Group as your financial advisors. Our team of professionals offers a Goals-Based Wealth Management approach that caters to the specific needs of each client by placing them, rather than the market, at the center of the wealth management process. Leveraging our personal brand of customized service, we focus on developing tailor-made strategies for U. S. and Internationally based families, corporate executives, business owners, and foundations.

With over 40 years of combined experience, our breadth and depth of industry knowledge combined with the global investing resources of Merrill and banking convenience of Bank of America can assist you in reaching your unique vision for financial security and independence

Philosophy

We believe that your unique goals should be the foundation of your financial strategy. We work with a team of specialists and leverage the tools and insights of a global financial institution to facilitate and take care of every aspect associated with the financial lives of our clients.

As wealth advisors, we resist fads and group think, we are relentless in our focus on risk-adjusted performance, and we work diligently to identify managers and strategies that we believe can help deliver consistent, prudent returns relative to a client’s long-term goals.

We believe that while significant wealth brings complex challenges, our experience, passion, and perspectives can help you simplify your life and achieve your most important priorities today, tomorrow, and for many years to come.

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. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about 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 others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

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.

Business Owners and Corporate Executives

As an entrepreneur and business owner, you may be thinking about investing in your company’s growth, implementing efficient and innovative management strategies, selling all or part of your business, as well as engaging in succession planning in preparation to transfer your business to the next generation. Our team is dedicated to ensuring the future success of your business by providing a suite of services such as customized lending offerings, retirement plans, employee benefit solutions, and exit planning strategies. 

For corporate executives, we understand the customized estate planning and financial strategies that your wealth and compensation require. We can help you manage the risk of concentrated equity holdings, evaluate prospective benefit and compensation plans available, and navigate complex SEC regulatory related requirements connected to trading and reporting mandated guidelines.

Whether you are a business owner, entrepreneur, or a corporate executive, we offer a series of tools that can help to simplify your wealth management needs, and assist in developing short and long term strategies to benefit you and your loved ones.

*Lending Services are through Bank of America, N.A.

Private Foundations and Non-Profit Organizations

Private foundations and non-profit organizations can benefit greatly from well thought out wealth management planning and investment experience. Our institution has extensive experience in addressing some of the more common challenges and needs inherent in these types of charitable entities that are passionate about improving the lives of individuals, families, and communities as a whole.

As wealth advisors, we understand the challenges you face in maintaining operational efficiency in order to maximize the utilization of the resources the foundation or non-profit organization has been entrusted with. Drawing on our extensive experience and capabilities, our firm can provide a customized approach in order to help accomplish your organization’s goals and objectives.

International Capabilities

Individuals and families with multinational wealth face a particularly broad set of challenges. Equipped with the knowledge and understanding that comes from serving clients from multiple cultural backgrounds and nationalities, we take the time to establish well defined strategies and objectives that best fit the lifestyles, needs, and goals of our clients.

By structuring a multi-jurisdictional financial strategy, implementing a customized wealth management approach, and crafting a robust legacy and estate planning strategy, we can help you preserve and grow your wealth in the years to come.

Our Group

Supported by the global resources of Merrill, our group 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.

James D Fox

Structured Credit Executive

Bank of America, N.A.

Ryan Casey

Investment Solutions Group Portfolio Strategist

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.