We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
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.
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
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2023
Published annually in February - March. Rankings based on data as of September 30 of the 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.
Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2011-2013
Published annually in February. Rankings based on data as of September 30 of the prior year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Barron's "Top 1,200 Financial Advisors: State-by-State" 2017, 2019-2021
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2019-2023
Published annually Jan- April. Rankings based on data as of June 30 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.
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.
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.
Clients usually come to The Hise/Lowry Group with significant assets. We understand that
most clients seek to use their wealth to work toward significant achievements, to explore new
possibilities, and to strive to leave a legacy that can last generations. Our goal is to join you on
that journey and offer the tools, resources and insight that can help create a smoother path.
Helping to meet every financial need:
In conjunction with the investing capabilities of Merrill Lynch Wealth Management and the banking convenience
of Bank of America, N.A., our team can offer you highly customized wealth management
services that integrate virtually every aspect of your financial life. We can help with:
The Hise/Lowry Group offers you the services of Merrill Private Wealth Management Group professionals, giving you direct access to the global investment resources and capabilities of the firm. We provide the personal service of an exclusive and select boutique-like firm and focus on small numbers of ultra-high-net-worth clients in order to devote the necessary time and understanding needed to help manage great wealth. Our rigorously trained private wealth advisors, James Hise and Michael Lowry, can offer you advice and guidance on business succession, wealth transfer, trusts through Bank of America N.A., private equity, real property and more.
To be able to provide the personal attention and responsiveness they are committed to offering clients, James and Michael team with Merrill financial advisors who can add insurance and investment analytics and access to Bank of America Private Bank's trust and estate planning services to The Hise/Lowry Group’s overall capabilities.
We think that, once you see our approach to wealth management, you’ll see it’s the kind you need and deserve. Thank you for considering The Hise/Lowry Group at Merrill Lynch Wealth Management for your wealth management services.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
People often ask us about our approach to helping affluent families bring clarity and
structure to their financial lives. There is no secret. It’s a simple concept: we put the
numbers last.
You see, we’ve found that putting the numbers last is the best way to put the client
first. Rather than start with complex spreadsheets and investment matrices, we take a
different approach—one that starts with the how, the what and the where: your stories
behind your numbers.
Once we have that deep understanding, the numbers become clear—and so do our
strategies. We can help you organize your income and expenses so that everything,
from paying regular living expenses to funding complex wealth transfer strategies,
becomes easier and more efficient. We can help you refine your portfolio so that it’s
built upon assets that make sense relative to their risk and utility toward your goals.
And we can help you design a wealth management strategy based on your values on
your terms.
We offer private wealth management that seeks to enhance the quality of your life
while helping you preserve and potentially grow your assets.
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.
Get the latest investment insights, tips and strategies to help you live your best financial life.
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