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.

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Conger Swope Blackner Group

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Merrill Lynch
Wealth Management

Accessible, knowledgeable and experienced, we are committed to building and maintaining strong client relationships.  We're passionate about what we do and we bring that passion to helping every client make what may be the most important financial decisions of their lives.

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.

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

Welcome

Everything we do takes into account clients personal perspectives and priorities.  Our common goal is to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals.  Our process is designed to help provide a customized, consistent experience that goes beyond wealth management to help address clients' life priorities.  We strive to build a long-term relationship as we help you navigate financial complexities.  As your life and the markets change, we will meet to track progress and adjust your strategy as needed.

Our Philosophy

We live in a world that's constantly changing.  Markets can fluctuate frequently, potential investment opportunities can arise daily, and regulations are amended regularly.  That's why we believe that you and your situation are the best starting points from which to help plan your financial future.  Our team takes into account where you are today, where you want to be tomorrow, and what you want to accomplish along the way, and builds a financial framework that is rooted in the unique complexities of your life.  We believe you will find value in a relationship with a team that is committed to knowing who you are and what you want to accomplish in life, and is dedicated to helping clients achieve their goals.  Our advice and strategies are guided by what's important to you, and our success is defined by your satisfaction over time.

Our Approach

We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.  We are advisors truly dedicated to your success.  Our approach is simple, transparent, and supported by thoughtful investment guidance.

We believe clients realize the full value of our relationship, including:

  • Helping you make significant decisions
  • Recognizing your life priorities and goals
  • Understanding your investment personality
  • Helping you prioritize and pursue goals
  • Being transparent by making possibilities, fees and risks clear
  • Taking steps to help you preserve income during a life challenge
  • Educating the younger generation about investments and markets

Our Services

Our Wealth management process begins before we make a single investment recommendation.  We start by developing a thorough understanding of what you value most, your risk tolerance, time horizon, liquidity needs, and what your goals may be.  In our discovery meetings with you, we draw on the analytical skills and deep experience of our advisory team to review your portfolio and objectives so that we may assist you as you pursue your goals.

The Conger Swope Blackner Group works together to offer strategies that come from years of combined wealth management knowledge and experience.  We understand you have sophisticated personal and business circumstances that require customized financial strategies to help address your multiple objectives and interest in potential new opportunities.  Leveraging the global resources at Merrill Lynch Wealth Management, we can assist in areas such as retirement income planning, guidance on concentrated stock positions, traditional investment and impact investing strategies.  We can customize a financial strategy we develop together to help you with your approach and investing for what matters to you.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Our Client

We offer clients a breadth of strategies, premier customer services and financial tools based on their unique circumstances.  We begin by defining and prioritizing your financial goals based on the following seven areas.

  • 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

We draw on the depth and breadth of our team and Merrill Lynch Wealth Management support to offer:

  • Risk management strategies
  • Trust and estate planning services
  • Wealth management strategies
  • Access to Bank of America for your credit and banking needs

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.

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    #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.

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      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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      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.