Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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At The Hill Group, we have earned industry accolades and a largely referred clientele for our ability to create enduring relationships and positive results.
With our advisors’ tenures ranging from over 40 years (Jeff), his brother (Ken) over 30 years, Jeff’s son (Nick) over 10 years, to two years (Colin), we excel working with client families, young and older, existing and new, with a unique blend of skills, knowledge and capabilities.
What distinguishes our team? In addition to our proud tradition of excellence, we are among a select number of groups in which three advisors hold the CERTIFIED FINANCIAL PLANNER™, CFP® certification. Their training reflects our devotion to planning – helping clients explore, prioritize, and fulfill their most cherished goals.
Our objective? To develop an intimate appreciation of how clients view their wealth – and the opportunities, responsibilities and challenges that come with it. Once purpose is defined and family values/dynamics are understood, we can evaluate distinct aspects of clients’ wealth. By listening to clients, we learn. And by learning, we can craft meaningful strategies that address multiple aspects of clients’ financial needs:
At The Hill Group, we believe that clients appreciate our team’s energy, acumen, and more than 110 years of cumulative wealth management experience. This unique synergy allows us to bridge generational gaps and talk comfortably with clients of all ages about mutual interests and experiences, not only financial matters. Talking frequently and casually, we are able to help “the next generation” of clients’ families.
As a multi-generational family team, we look at the impact of financial decisions on entire families for the short- and long-term. It is important to assist, educate, and provide for clients’ growing and adult children, and often, their elderly parents. On many occasions, we “bring all stakeholders to the table” to develop and explain integrated approaches that span investment planning, retirement planning, tax minimization, and estate planning strategies.
Each of us is proud to deliver the sophistication of Wall Street with the sincerity and integrity of Main Street.
At The Hill Group, “we serve people, not just their portfolios.” That’s why we need to know what makes you tick financially and emotionally. Each of us are passionate about what we do – and appreciating what you think, feel, and hope to accomplish.
Clients can expect The Hill Group to:
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:
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.
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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Wealth Strategies Advisor
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
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 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.
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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
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