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

Chapman, Hope, & Associates

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Merrill Lynch
Wealth Management

The Chapman-Hope team always puts the client first.

Thank you for your interest in our team.  We are an experienced, client-focused group of advisors and financial professionals.  And we are passionate about helping others make the most of their financial resources.  At Chapman, Hope, and Associates, we care about our clients and we enjoy our work.  And we strive to provide each of our clients with a wealth management experience that is enjoyable and prosperous.  Our practice is based at Merrill Lynch Wealth Management since we believe the firm delivers our clients best-in-class resources and an outstanding platform that puts the best interest of our clients first.

Our Approach

At Chapman, Hope, and Associates, our top priority is understanding each client’s unique vision.  We take the time to ask thoughtful questions about your goals and to listen carefully to you.  Over time, our team employs a disciplined approach to investing and planning that helps bring your goals to fruition.  Throughout the US, we meet in person with our clients at least annually, and also proactively reach out with frequent updates and insights.  We have found that a well-informed client is an empowered and satisfied client.  David Chapman and Julie Hope are certainly able to consult with you regarding daily investment activity, although many of our clients prefer long-term financial strategies to be executed at our discretion.  Our team stays in close touch with each client and with multiple generations of client families in order to help ensure everyone, especially older clients, are well cared for and their resources can be optimally preserved for the future.

Our Capabilities

Our team develops strategies designed to help preserve and grow our clients' wealth.  We have extensive experience helping clients with income management and retirement planning, family and charitible wealth transfer, and estate planning services.  We also provide advice on education plan savings, insurance, and lending.  Additionally, we offer guidance for executives and families with concentrated stock positions.  We offer the ability to work closely with your other professionals, such as attorneys, accountants, and other specialists.  Our ability to provide the investment insights of Merrill Lynch Wealth Management and the global banking resources of Bank of America helps clients to comprehensively manage all aspects of their financial lives.

Delivering Caring, Proactive Service

Jennifer Mathiason and Calla Ferguson work hard every day to offer our clients consistently excellent service.  They are committed to showing each client that we care.  Our goal is to help make managing your financial life more convenient, secure, and more enjoyable for you.  Jennifer and Calla's roles include assisting with:

- Account opening and new relationship requests
- Fund transfers, check issuance, and deposits
- Providing statements, tax documents, and other communications
- Website navigation and technology help

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.

Christopher Gonzalez

Credit Consultant

Bank of America, N.A.

NMLS #1054272

Stephen M Grobecker

Retirement Specialist

Bank of America, N.A.

Karen Cushman-George

Wealth Management Banking Specialist


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.


    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.


      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.