Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.

Learn more

Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.

Learn more

Merrill Lynch

The Wheel Landry Newman Group

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Merrill Lynch
Wealth Management

Having financial goals is one thing, having a comprehensive wealth strategy is another.  We help people build and execute a more complete strategy that can provide them with confidence in their financial outlook.

The Wheel Landry Newman Group

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Welcome

To our team being advisors means more than just picking investments, it's about walking the path of life with clients. It means serving as a trusted and essential guide to a select group of clients who need an advisor team with a passionate commitment to go beyond what is expected from investment advisors in order to protect and advance their financial interests. It means getting to know them, getting to know their families and providing them with the proper guidance needed to make a difference in their lives.  To that end, we have developed a systematic "lifestyle management" practice that thrives on deep relationships and a collaborative spirit to guide clients through actual or anticipated wealth creation events; such as, the sale of a business, a new or extended player contract, book advances, a legal settlement, inheritances and the like.

Who are these clients?  Clients have a variety of backgrounds, they are entrepreneurs, business owners, athletes, consultants and families who have garnered wealth and prefer to offload much of the responsibility of managing that wealth to trusted professionals. 

What can these clients expect?  While each client has their own specific needs and goals, the process is the same; i.e., build a personal wealth outlook that encompasses savings and investments, expense management, outside business interests, lifestyle continuance, career transition planning as well as other important life events. This process and outlook serves as the basis for safeguarding and maintaining client wealth throughout their lifetime.

Why do we do this?  Because we get a tremendous amount of satisfaction from being the trusted financial advisors that assist clients in achieving fruitful and rewarding lives. Additionally we enjoy meeting new people and learning about their successes. What about other advisors?  We work collaboratively with agents, business managers, accountants, attorneys and other advisors that a client may have in order to best serve the client.

Why should you choose the Wheel, Landry, Newman Group?  Collectively we have nearly 70 years of industry experience encompassing both personal finance, as well as, institutional markets.  Additionally we know what it's like to invest in private offerings, utilize alternative investments, walk factory floors, procure and establish supply chains, as well as participate in high level college and professional sports. 

Why is this important?  These experiences give us a rich knowledge and a keen sense to source and problem solve almost any scenario; thus making it easier for us to be an essential resource to our clients. Our knowledgeable and dedicated staff prides itself on the delivering highly personalized service you can trust and rely on.

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Working With Us

Our clients come from various backgrounds, including professional athletes, medical professionals, business leaders and entrepreneurs.  They have demanding schedules that are dedicated to their family, careers and community so it's only natural that they want to ensure that their wealth is being overseen with the same diligence that they bring to their professional lives.  Often they neither have the time nor desire to personally make investment, tax, estate or other financial decisions without professional assistance.

Many of our clients are introduced by word of mouth from existing clients, accountants and attorneys who have found trust in our core values of integrity, consistency and diligence.  We are based in Vermont and work with clients across the United States.  Please contact us to learn more about our process or to schedule a meeting.

Practice Areas of Note

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Our Philosophy

We believe wealth management is about far more than investments. Built around your life and your priorities, it should organize your entire financial life into a fully coordinated strategy. We guide clients through a step by step process to help make that happen. Our process is equally important to help ensure that your strategy is managed with consistency and diligence.

With the right collaboration and process, you can achieve a more complete wealth strategy. A holistic approach to your financial life can be complex, but our process can help you connect all the dots and guide you each step of the way.

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Our Process

We’ve seen the importance of a defined process while working alongside clients at all stages of life.  Your planning needs can evolve and grow more complex over time, requiring your strategy to proactively adapt to life’s changes.  Our process helps ensure that we address our seven key elements of wealth management on a regular basis.

Throughout our process, we believe you should have a clear view of:

  • Your entire financial picture,
  • Your needs and objectives,
  • A custom strategy to connect all the dots.

Our process is truly customized, including:

  • Both sides of your balance sheet,
  • Retirement, tax, and estate planning services,
  • Investment and risk management,
  • Philanthropic aspirations and more.

Meet the Team

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.

Additional Resources

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.

Brenda Dolan

Wealth Strategist

Merrill

Michael Ferris

Alternative Investments Regional Specialist

Bank of America, N.A.

Kate Seaver

Wealth Management Banking Specialist

Merrill

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.

    #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

      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.

      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.

      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.