Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
We do not subscribe to a “one size fits all” philosophy. The work we do is customized for you and your financial situation. This means taking into account where you are now, your tolerance for risk, liquidity needs as well as your time horizon.
We focus on understanding clients’ goals and objectives so that we can help them to develop a targeted, customized approach. Whether the subject is retirement, education for children or grandchildren, estate planning services or philanthropic objectives, quantifying their goals is critical in developing an appropriate investment strategy.
Once your goals are clearly articulated, we help you implement your investment strategy. This process includes a thorough review of assets and liabilities, as well as an intensive understanding of your comfort level with risk. Our experience has shown that risk management within an investment portfolio is a key driver of long-term investment performance. Our approach is scalable and nimble, able to respond quickly to market opportunities as needed.
From implementation forward, we monitor the portfolio, as well as your progress toward your goals. Through regular communication, we provide periodic performance updates, and are able to recommend adjustments as the market and economic environments dictate.
As a client, you will have a dedicated three-person wealth management team, with each member having a specific role and skill set. You will be served by a senior wealth management advisor and two registered client associates with access to additional resources such as a Wealth Management Lending Officer from Bank of America, N.A., who can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. In addition, we will consult with other specialists within Merrill Lynch and Bank of America as needed, in concert with your personal tax advisor and estate planning advisor and/or attorney.
At our core, our commitment to our most valuable asset – our client, is based on our five principles of superior service:
* The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
With over 30 years of experience, Mead & Associates has distinguished itself by providing customized advice and guidance serving individuals, families and foundations, with our mission to help our clients achieve their goals. The clients we work with come from all walks of life: they are business owners, professionals, athletes and corporate executives. We pride ourselves on our client focus and the strong relationships we develop with individuals, families and foundations.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.
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.
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.
Wealth Management Banking Specialist
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.