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.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Philosophy

We 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, we will work with you to develop an approach designed to help address your financial needs.

Welcome

Lingle Group at Merrill Lynch Wealth Management is a team dedicated to providing an investment approach that is customized to help clients address their unique needs using a goals based, risk adjusted strategy. We attribute our success to the accountability to our clients, a refusal to compromise principal and a willingness to constantly reevaluate assumptions. With over 40 years of collective experience, our team has managed to thrive through some of the most difficult economic environments in our country’s history. We create a customized framework designed to optimize short and long term goals and provide access to global research, industry specialists and top money managers. We help implement strategies for complex issues such as credit and borrowing needs, retirement planning, philanthropic planning, wealth preservation all while working with clients' estate planning attorneys and CPAs.

 

Brian has been in the financial industry since 1999, joining Merrill in 2009.  He was born into a military family and as a result, he experienced living in many places around the world before arriving in Alaska.  During his time in Anchorage, he trained as an alpine ski racer which helped him to build a dedicated work ethic.  He met his wife, Heidi in college and in 1996 they moved to Juneau.  Brian and his family recently relocated to Salt Lake City, Utah to take advantage of the advanced health services for his two daughters Hannah and Sophia.  Currently, he participates in holiday fund raising events, other community projects and enjoys golf, paddle boarding and beach volleyball.

 

Heidi started her career at Merrill in 2019.  She joined her husband, Brian, in the Lingle Group as a Financial Advisor focusing on relationship management.  She is committed to putting the client’s needs first and has a drive to help people with their finances so they can reach their goals.  She comes to the finance industry from the fitness world.  During her time as a Fitness Director, she acquired skills that transfer well to the team’s financial business.    Heidi was born and raised in Alaska.  She moved to Salt Lake City in 2015 with her husband and two daughters, Hannah and Sophia.  She enjoys hiking, biking, triathlons and trail races.   She is often dragging her husband to do endurance events with her including a 30k trail run in Moab.  She loves seeing new places through activities.    Her free time is spent hanging out with her family and dogs. 

 

Laura has been in the financial service industry since 1999, joining Merrill in 2018.  She also brings 10 years of experience in the insurance industry.  She is a graduate of the University of Phoenix, with a B.S. degree in Business Administration.  She volunteers for the Sundance Film Festival when she can.  She enjoys being outdoors, skiing in the winter months and gardening in the warmer months. She enjoys spending time with her son, extended family and two dogs.

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