Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tyler has been in the financial services industry for more than 6 years and joined Merrill Lynch Wealth Management in 2017.
Tyler holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc.
As a Merrill Lynch Wealth Management financial advisor, Tyler focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. Tyler works with high-net-worth individuals and families to understand their financial situation,risk tolerance, time horizon and liquidity needs, help them articulate their short- and long-term goals, and then recommends a financial strategy aligned with what clients strive to achieve. Tyler does so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.
Tyler can provide access to research developed by BofA Global Research, one of the largest and most respected research organizations in the world.
Using the vast resources of Merrill, we can also assist with income management, education funding, retirement planning, and guidance for executives with concentrated stock positions, traditional and alternative investments*, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and tax specialists, to help pursue your goals.
*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.
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Indiana University/Purdue University at Fort Wayne
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 I can help you create a financial approach that reflects your personality. Only then can I 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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