Taylor Fertitta is a third generation financial advisor who comes from a deep seated tradition of being committed to providing an incredible wealth management experience to clients. He serves his clients with the ethos that his Grandfather gave to him, “Always treat the clients across from your desk how you would want to be treated.” Taylor is highly skilled at delivering to families the robust investment offerings, retirement preparation strategies and wealth planning services of Merrill Lynch Wealth Management combined with the lending and banking solutions that Bank of America offers to clients.
 
Taylor has been honored with the opportunity to speak annually on national calls for his contributions on the topic of maintaining client satisfaction through regularly adding value to clients lives through consistent and proactive outreach. Proactive outreach allows his wealth management team to get out in front of life events and financial needs, which provides adequate time to do the proper planning and exploration of potential solutions to whatever a client’s need may be at the time.

Taylor has many roles on the Mathews Group but is primarily focused on relationship management, building financial strategies, building out custom managed investment portfolios and enhancing a client’s experience through technology.

Russell C Smith, CIMA, Senior Financial Advisor started his career with Merrill Lynch Wealth Management in 1992.  He spent over 10 years with Merrill before moving into other Investment specialties. In his 25 plus years in the industry, he has gained extensive experience in using traditional and non-traditional investments, including Hedge Funds, Private Equity and other alternatives.  He uses a multi-disciplinary approach that encompasses investment management, retirement planning, trust and estate planning services as well as charitable giving and more.  For Russell, all of this starts with a thorough understanding of each client’s personal experiences, their investment temperament along with their many financial objectives.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Lisa considers herself a problem-solver and has, since joining Merrill in 2000, demonstrated a passion for working together with clients. When timely answers are needed on account questions and services, Lisa is often the first stop for advisors and for clients.

Melissa joined Merrill in 2016, delivering customized service support to clients, and a high level of internal services to the advisor team. She appreciates being part of a group that plays a key role as the team helps you manage your investments so you can pursue your desired retirement lifestyle.