Women’s superpower: Investing

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Meet Our 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.

Keller Hardy

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1043656

Adam J. Ward

Retirement Specialist

Bank of America, N.A.

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

Approach

Working with the team means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to your life priorities. Helping you pursue your goals starts with getting to know you and your family. Understanding what matters most to you helps in the creation of a financial strategy that reflects your investment style and is built around your priorities. You’ll receive advice to help you navigate the inevitable changes that can occur in life.

Capabilities

Years of experience working with clients through multiple market fluctuations have given us insight into how we may best help you pursue your goals. Working collaboratively, we can develop a personalized investment strategy specifically designed to pursue your lifestyle goals, no matter the financial environment. Your objectives, time horizon, liquidity needs, investment style and, perhaps most importantly, your sensitivity to risk will be taken into account. This can help ensure your financial strategy is aligned to what matters most to you.

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

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Welcome to The Eveland Group

At The Eveland Group, our entire team strives to honor Charles Merrill's commitment to putting clients' interests first. Working with us means working with advisors truly dedicated to your success. We are entrusted with over $800 million in client balances as of December 1, 2023. Our wealth management approach is comprehensive, transparent and supported by thoughtful investment guidance. We take the time to understand you and your goals, then work with you to design custom strategies aligned with your investment style and life priorities. Our commitment to delivering top-tier service forms the cornerstone of client relationships and satisfaction. We invite you to contact The Eveland Group to learn how we can help you turn your financial goals into reality.

Past Events

2024 Market Outlook Webinar--AM SESSION

https://goto.webex.com/goto/onstage/g.php?MTID=e55bc2646bebade67875763a0d15f7748

February 8th, 2024|11:30 AM - 12:30 PM EST

Join us for an informative market outlook webinar to kick off 2024!

Please choose the time that is most convenient for you and click on the WebEx link to register. Registration is required prior to the event.

    2024 Market Outlook Webinar--PM SESSION

    https://goto.webex.com/goto/onstage/g.php?MTID=e5a509e351ef3b635e5c3e35f9d4bf74b

    February 8th, 2024|5:30 PM - 6:30 PM

    Join us for an informative market outlook webinar to kick off 2024!

    Please choose the time that is most convenient for you and click on the WebEx link to register.  Registration is required prior to the event.

      Medicare & Beyond--Protecting Your Wealth From Healthcare Costs in Retirement Webinar

      https://goto.webex.com/goto/onstage/g.php?MTID=e2bd271ba9eb4906501f27d143b181ca7

      November 30th, 2023|11:30 AM - 12:30 PM EST

      The Eveland Group invites you to join us for an informative webinar on Protecting Your Wealth From Healthcare Costs in Retirement.  You'll hear about ways to estimate and plan for potential out-of-pocket healthcare costs; strategies to protect your wealth from the impact of a significant health event; and ways to build a healthcare funding strategy that complements your larger financial goals.

      There are two identical sessions.  Please click on the link for the session you wish to attend in order to register in advance.

        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.


            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.