Women’s superpower: Investing

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Tyler Sutherland, CEPA

Vice President
Senior Financial Advisor
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Merrill Lynch
Wealth Management

Together with a team of dedicated specialists, I construct customized long-term financial strategies designed to achieve cash flow needs while maintaining exposure to public and private markets for consistent performance aimed to assist in achieving financial goals.

Profile

Tyler Sutherland joined Merrill Lynch Wealth Management in 2016. He organized his wealth management practice specifically designed to cater to financial needs and priorities of business owners and high-net-worth individuals. Together with a team of specialists, he offers his knowledge, experience and resources to advance beyond the basic needs of investment management by customizing strategies for life's major moments. Tyler holds the CERTIFIED EXIT PLANNING ADVISOR (CEPA) designation and works closely with business owners to understand the current value of their business, how that value plays into the business owner's long term financial goals, and what steps need to be taken in order to help achieve the financial life they desire after transition of the business. He is proficient in the Value Acceleration Methodology for business owners, retirement and tax mitigation strategies, appropriate financing solutions, charitable donations, and portfolio construction and management based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals.

He attended the University of Phoenix, where he studied business. He holds the FINRA series 7 and 66 registrations and is an active registrant through the Nationwide Mortgage Licensing System (NMLS ID: 305087). Earned the Certified Exit Planning Advisor (CEPA) designation. Awarded the Merrill Insurance Accreditation Program (IAP) title, he is experienced in both estate and wealth transfer planning strategies. 

Tyler resides in Cottonwood Heights and enjoys boating, mountain biking, hiking, canyoneering, watching his son play lacrosse and being together with his three children and two grand children.

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

  • EDUCATION

    University of Phoenix

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

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.

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    #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

      I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.

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      Articles

      DISPLAYING:

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      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.