We work for clients and their families to organize, educate, advise and execute all aspects of their financial lives, so they can focus on what is important to them, achieve their goals and live their 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.
National Structured Credit Executive
Bank of America, N.A.
Private Wealth Strategist
Merrill
Senior Structured Credit Executive
Bank of America, N.A.
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” 2024 and 2023
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes “America’s Top Wealth Management Teams Private Wealth” 2023
Published on November 7, 2023. Rankings based on data as of March 31, 2023.*
Barron's "Top 1,200 Financial Advisors: State-by-State" March 2024, 2023, 2022, 2021, 2019, 2018 and 2017.
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "America's Top Wealth Advisors" 2023, 2022, 2021, 2020, 2019, 2018, 2017
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Forbes "Best-in-State Wealth Advisors" 2023, 2022, 2021, 2020, 2019, 2018
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes “Best-in-State Wealth Management Teams” 2024 and 2023
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes “America’s Top Wealth Management Teams Private Wealth” 2023
Published on November 7, 2023. Rankings based on data as of March 31, 2023.*
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.
At the Dyer Team, we appreciate the intense tenor of modern life—and we’re up to the challenge of clarifying and smoothing a path forward for clients and their families. We advise wealth creators – busy and dynamic individuals who have complex financial lives, multiple demands on their time, and high standards of excellence.
These clients recognize that their financial lives need foundational organization and analysis, clarity, and strategic direction. Typically, they are senior executives, wealthy families, entrepreneurs, or financial-industry principals who are knowledgeable and sophisticated, but don’t have time to distill the many decision points that significant wealth can entail.
We work to make life easier for these clients and their families. Through transparent advice, in-depth analysis, and ongoing diligence, we strive to enhance their lives – financial and nonfinancial—so that they can pursue their aspirations and objectives with purpose and confidence.
Our team offers access to a suite of family office services, coordinated with the clarity and insight gained from an ingrained understanding of the people we serve. That directness, we believe, advances client objectives more effectively, heightening our impact and providing clients with a single, reliable resource to get things done.
At the Dyer Team, we work well with decision makers who appreciate the value of thoughtful action. In a world of increasing complexity, they need a trusted resource to evaluate their financial circumstances, assess their options, and pinpoint possible solutions.
We believe our team excels at this challenge, presenting clients with the information they need to make deliberate and informed decisions. Thirteen people strong, our team conducts rigorous research and provides transparent analysis, helping clients pursue their own best interests.
We're highly skilled in systematically examining interdependent issues - investments, assets, executive compensation, trust and estate planning services, lending, cash flow - and triangulating the key factors that impact clients' wealth, lives, and legacies. We're also clear communicators and ongoing educators, resolute in our efforts to measurable value and restore precious free time to the clients we serve.
When financial needs are simple, wealth management can be fairly straightforward. Advisors can engage clients at the account level, proposing remedies for distinct needs.
When wealth becomes more complex, however, that approach is no longer sufficient. At the Dyer Team, we engage clients at the balance-sheet level, helping them reconcile, unify, and integrate multiple aspects of their financial lives. The balance sheet is our launching point for diagnosis, allowing us to incorporate additional dimensions and connect clients to capabilities enterprise wide.
Our work is deeply customized because it has to be. Each client’s balance sheet is unique, requiring the “heavy lifting” that we undertake: researching the scope and scale of client wealth, assessing risks, and pinpointing possible enhancements and efficiencies to align with rigorous planning.
That process, we maintain, is not a finite exercise but a continuing challenge. People and priorities change. So do the capital markets, economic environments, and legislative agendas. We welcome that dynamism as an opportunity to drive value, bringing a nimble mindset and a readiness to help clients pursue what matters most to them as conditions change.
When wealth takes on a certain scale, it can often assume parallel complexity. Multiple providers, touch points, hand-offs, and decision trees can cloud—rather than smooth—the path ahead.
At the Dyer Team, we have consciously built our group as a trusted authority for a host of needs, assembling the requisite professionals under a single roof, and delivering these services with the diligence and coordination that are our hallmarks.
Too often, we believe, a client’s financial picture can become fragmented by a patchwork approach that involves multiple relationships, firms, and providers. That situation tends to yield inefficiencies while also amplifying risks. Clients lack a clear perspective on the many moving parts of their wealth. Layered decision making can also delay decisive action and forestall opportunity.
We look to remedy those gaps by serving as a consolidated gateway for ultra-high-net-worth families. We have the tools, acumen, and technology that clients need, grounded in a singular understanding of their circumstances. That combination, we believe, is a powerful method to guide the lives and legacies they envision.
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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