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The Miller Group

Private Wealth Advisor
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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.

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.

Recognition

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.

Matthew P Miller

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

Barron's "Top 1,200 Financial Advisors: State-By-State" 2023
Published on March 10, 2023. Rankings based on data as of September 30, 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

The Miller Group

The Miller Group focuses on addressing the financial needs of ultra high net worth clients. Our team has significant experience in private banking with particular skill in investment management, estate planning services and capital markets. Bolstered by the capabilities and offerings of both Bank of America and Merrill we provide a range of wealth management services and strategies while connecting clients to an extensive network of specialists. We recognize that affluent clients have distinctive priorities. We have structured our team to address clients’ day to day needs with speed and precision while advancing their long term objectives with judgment and care.



*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Our Philosophy

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

Our team serves ultra high net worth families located throughout the United States. We have significant experience in helping business owners and corporate executives navigate liquidity events and implement detailed wealth management plans to pursue their objectives. We work with multiple generations of client families to structure wealth, enhance financial knowledge, streamline governance and enact philanthropy.

Merrill Private Wealth Management

Merrill Private Wealth Management bridges the global capital markets and private client businesses. This intersection represents services normally reserved for institutional clients coupled with customized offerings for ultra affluent individuals and families:
  • Wealth management objective setting
  • Asset allocation
  • Professional money manager selection
  • Performance measurement and tracking
  • Multi-firm consolidated reporting
  • Risk management
  • Capital markets execution
  • Concentrated stock strategies
  • Liability management and customized lending recommendations
  • Wealth transfer and philanthropic planning strategies
  • Private banking services through Bank of America Private Bank. 

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.