Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Davis, Dickerson & Associates offers targeted financial advice and customized investment guidance to a demanding clientele that includes affluent individuals, families and institutions.
We understand the complexities surrounding wealth today, including managing investment portfolios in the context of interconnected global markets. But along with challenges, we believe that significant wealth presents extraordinary opportunities.
Our mission is to help clients pursue their long-term financial objectives. For individuals and families, we strive to develop customized wealth management strategies and assist them in building broadly diversified, investment portfolios. For institutions, we guide governing boards and committees in designing their investment process, including strategic asset allocation, asset manager selection and can provide access to the Investment Policy Statement service available through Merrill.
Each of our team members, as well as our skilled client service colleagues, have years of experience working with affluent clients, many of whom are exceptional business people and accomplished investors. We are proud that they look to us for advice and guidance on matters that are critically important to them.
We focus on spending time to get to know clients. In order to serve you best, we believe in having a solid understanding of your financial needs, goals and aspirations. We spend a significant amount of time up front to learn everything you want to share about your personal life, financial concerns and any future planning. Establishing trust is crucial to maintaining a life-long, thriving client relationship that will benefit multiple generations.
Working together to service your individual needs
With over 50 years of combined experience, our team is committed to working as a unit in order to provide the best service and wealth management advice. We believe that wealth management is only effective when collaboration is involved, so that is why we work closely as a team to help ensure the highest level of service. You will have your own personal contact on our team, but we work together on every relationship, combining our abilities and experiences to offer individualized wealth management advice and guidance.
Our team is also very committed to the community in which we live. Members of our team volunteer with numerous organizations including, the Food Bank of East Texas, the Texas Rose Festival Association, Junior League of Tyler, several Rotary Clubs, and several local churches.
We all have one goal in mind, client satisfaction, and our team will work together to reach that goal!
Our core focus is on wealth structuring and tax-aware investing. Over the years, however, we have responded to clients' needs by extending our capabilities into these important wealth management areas:
Our financial advisors as well as our knowledgeable client service colleagues focus on servicing your needs while exceeding your expectations. We know that each individual client has a specific set of needs and concerns, to which we tailor our service model. We strive to have a full understanding of your life and the things that matter most to you.
We have ongoing communication with clients in order to maintain a solid relationship and understanding of your needs and goals. Communication is critical to our Goals-Based Wealth Management process, because lives are constantly in motion causing financial situations to change.
We value the honesty and productivity of face-to-face interactions. We schedule periodic reviews at your office or ours. Throughout the year, we host client events—some educational, some purely social. Staying connected to clients is a part of the business we truly enjoy.
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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
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.