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 wealthy 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 the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Matthew P Miller

Matthew P Miller,

Managing Director

Financial Advisor

615.750.1010
Chirag N Delwadia

Chirag N Delwadia,

Vice President

Private Wealth Relationship Manager

615.750.1014
Sarah M Harris

Sarah M Harris

Registered Private Wealth Associate

615.750.1005
Andy E Wood

Andy E Wood,

Assistant Vice President

Private Wealth Analyst Investments

615.750.1063

Additional Resources

Jana Hunter

Jana Hunter

AI Specialist

Jeffrey Hyman

Jeffrey Hyman

UHNW Insurance Specialist

Gary Randal Harrell

Gary Randal Harrell

Structured Credit Specialist

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Matthew P Miller

Forbes “Best-in-State Wealth Advisors”  2019

Barron’s 2018 “America’s Top 1,200 Financial Advisors: State-by-State”

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 Bank of America Merrill Lynch 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.

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.

The Private Banking and Investment Group at Merrill Lynch

The Private Banking & Investment Group bridges the global capital markets and private client businesses. This intersection represents best in class 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 monitoring
  • 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, N.A.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of wealthy 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, help you monitor it and 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 we 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.

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.

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 wealth, 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 a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

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 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.

The Miller Group

Private Wealth Advisors