MacMahan, Tater, & Associates

Private Wealth Advisors
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At MacMahan, Tater, & Associates, our mission to our profoundly esteemed clients, is to build a trusted relationship that is highly respected & valued by taking ownership of their financial complexities simplifying their lives.

Meet the Team

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.

Additional Resources

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.

Christopher Terry

Residential Real Estate Specialist

Bank of America, N.A.

NMLS #966253

Grady West III

Wealth Strategist


Valerie Galinskaya

Wealth Strategist



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.

Jennifer L MacMahan

Forbes "Best-in-State Wealth Advisors" 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2021
Published on October 12, 2021. Rankings based on data as of March 31, 2021.

Scott C Tater

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Strategies designed to help you achieve your goals

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.

Our Approach

MacMahan, Tater, & Associates

MacMahan, Tater, & Associates is a Private Wealth Advisory team for C-Suite executives, entrepreneurs, & multi-generational families. As our client, our relentless commitment is dedicated to simplifying the complexities of your life; drawing from our extensive experience, celebrated collaboration with our team of specialist, and our unwavering passion to deliver excellence & intangible value, we will work with you to help meet all of your financial & personal goals.

We serve a small number of significant clients providing the highest caliber of strategies and services that attests to our deep-seated interest in client well-being. Our clients look to us to streamline their financial complexities posed by their dynamic lives. We implore the opportunity to serve as your trusted advisors to develop personalized strategies to unwind complexity and deploy wealth efficiently.

We understand that affluence can entail a level of decision-making and coordination that can be daunting. As Private Wealth Advisors, we help our clients navigate critical crossroads in their financial lives, helping them make informed decisions that reflect their own distinctive circumstances and goals. We have deep firm knowledge and believe Merrill offers the greatest resources and opportunities for our ultra-high-net-worth clientele. We take a holistic approach to wealth, embedding multiple disciplines within our analyses, strategic designs, and service models as well as support from our team of specialist along with our broad breadth of resources across our entire enterprise including:

  • Customized portfolio management
  • Planning-based services
  • Liability management
  • Income Planning
  • Trust and estate planning strategies
  • Tax Minimization strategies
  • Wealth advisory
  • Philanthropic services
  • Corporate Executive Services
  • Exit Strategy Planning
  • Concentrated equity management
  • IPO Services & Support
  • Pre- and post-sale strategies for business owners
  • Administrative and lifestyle services
  • Custom Financing
  • Access to personal and corporate banking through Bank of America, N.A.
  • Airplane Financing
  • Art Lending

We are truly here to serve & be of value.


We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

A Commitment to Service

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.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

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.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.