The Duckworth Haggerty Group works closely with individuals, families and institutions as they address the complex challenges of preserving, enhancing and managing their wealth. When we listen deeply and work purposefully, we can help improve the quality of our clients’ lives.
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #444294
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Barron's "Top 1,200 Financial Advisors: State-by-State" 2011 -2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2021, 2022, 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2018
Published on October 2, 2018. Rankings based on data as of March 31, 2018.
Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
"Your client experience will be delivered by outstanding team members who are driven to simplify and improve your life, and have access to a vast array of services.”
Michael Duckworth
Managing Director
Private Wealth Advisor
The Duckworth Haggerty Group works closely with individuals, families and institutions as they address the complex challenges of preserving, enhancing and managing their wealth. We are driven by the strongly held belief that our purposeful effort—matched with our individual and collective skills—can help clients improve the quality of their lives.
Michael Duckworth, Jennifer Haggerty, Helen Sims Duerr, and Chris Lattimore, our team's Private Wealth Advisors, are highly trained and dedicated to the delivery of innovative financial strategies often demanded by the intricacies of substantial wealth. With more than two decades of professional experience to draw upon, our advisors focus on small numbers of ultra-high-net-worth clients so they can devote the necessary time and understanding to help them manage the financial responsibilities—including retirement and tax minimization strategies—that can accompany great wealth.
Our approach is multidimensional and includes investment advice and guidance; risk management; retirement income planning services; wealth transfer, trust and estate planning services; and care coordination* for families with special needs, as well as access to Bank of America banking services.
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Merrill Private Wealth Management
Merrill Private Wealth Management provides tailored strategies to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to 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.
Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
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