Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The Wilson Group & Associates
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Merrill Lynch
Wealth Management
We serve our clients with personalized attention, objective advice, and disciplined investment management to help them attain their most important goals. Our diverse backgrounds and talents help us get at the core of our clients' objectives and help them achieve them with purpose and precision.
The Wilson Group & Associates
Welcome
Our team brings financial services experience and knowledge to the mission of helping you meet your goals. We devote the time, market knowledge, and resources necessary to gain an in-depth understanding of your personal priorities and financial situations.
Fostering relationships that allow us to serve our clients across generations is important to us, and we strive to remain a constant in their lives. We see every interaction as an opportunity to listen, learn, and help navigate life’s challenges.
We have a deep commitment to the communities in which we live and work, and actively volunteer with numerous social and environmental organizations. Acting as a conduit between those who can affect change and those who want change, our goal is to make our communities better places to live, raise families, and work. We bring that same commitment to our client relationships, helping them fulfill their financial and personal goals.
Impact Investing
Our team believes that true financial success is achieved when your portfolio enables you to reach your goals. We believe that reaching those goals can achieved with investments that reflect your values.
In addition to holding companies accountable for earning a profit, a growing number of our clients want investments that represent responsible corporate behavior and sustainable competitive advantages. We evaluate a company’s traditional financial qualities, plus seek to invest in those businesses that pursue responsible approaches to the environmental, social, and corporate governance (ESG) challenges our world faces. Our commitment to sustainable investing helps our clients create positive change while generating positive financial returns over the long term.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Impact Investing
Our team believes that true financial success is achieved when your portfolio enables you to reach your goals. We believe that reaching those goals can achieved with investments that reflect your values.
In addition to holding companies accountable for earning a profit, a growing number of our clients want investments that represent responsible corporate behavior and sustainable competitive advantages. We evaluate a company’s traditional financial qualities, plus seek to invest in those businesses that pursue responsible approaches to the environmental, social, and corporate governance (ESG) challenges our world faces. Our commitment to sustainable investing helps our clients create positive change while generating positive financial returns over the long term.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Women & Investing
Women today live longer, spend more years in retirement, and face health care costs that are increasing faster than previous generations. These challenges are amplified further because of the multiple roles as part of the “Sandwich Generation”. Many women work full time while raising a family and caring for aging parents and other family members. Additionally, women are increasingly responsible for their day-to-day finances and retirement planning.
Our diverse team has a nuanced understanding of the needs of women, many of whom will take full responsibility for their finances due to being sole income earner, divorced, or outliving their spouse. Our role is to help our clients successfully navigate these challenges, take charge of their financial well-being, and give them the confidence to embrace their future.
We are happy to meet with you virtually!
Who We Are
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.
Kenya Owens
Wealth Management Banking Specialist
Merrill
Bryant Wolfson
Alternative Investments Sales Desk Specialist
Bank of America, N.A.
Brenda Dolan
Wealth Strategist
Merrill
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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
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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.
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.
The Power of the Right AdvisorTM
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.
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