Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Merrill Lynch

The Pearce Group

Private Wealth Advisors

Phone

410.321.4340

Address

901 Dulaney Valley Road
Suite 516
Towson, MD 21204

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We measure our success by the success of the clients we serve.

Our group's mission is to develop and nurture long-term relationships that enable us to help clients pursue their individual, corporate and family goals - today and in the future.


Transcript of Video

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.

Lisa M Froehlich

Wealth Management Banking Specialist

Merrill

Patricia Sue Lueckert

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #532638

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.

Kent V Pearce

Barron's "Top 1,200 Financial Advisors" 2024
Published on March 8, 2024. Rankings based on data as of September 30, 2023.*

Barron's "Top 100 Financial Advisors" 2020-2023
Published annually March - April. Rankings based on data as of December 31 of prior year.

Forbes "Best-in-State Wealth Advisors" 2023 - 2024
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Wealth Advisors" 2018-2024
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.

Forbes “Best-in-State Wealth Management Teams” 2023-2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

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

Welcome

As a client of The Pearce Group, you'll have access to the experience and skill of highly trained financial advisors, who are supported by a wealth management platform and thought leadership program we believe are second-to-none.  We offer an objective and flexible framework that we can use to help you organize your financial life, whether your aim is growth, wealth preservation, succession planning or wealth transfer.


We offer a highly disciplined wealth management philosophy, specifically targeted to address the needs of a high-net-worth clientele - individuals and families, corporate executives, business owners, foundations, venture capital firms and private and public businesses, including companies that interact with the New York Stock Exchange, AMEX, and NASDAQ.  We also call upon Merrill specialists, as needed, to help us deliver wealth management strategies that focus on the long-range goals of professional athletes in the NFL, NBA, NHL, and MLB. 

We begin each relationship by taking the time to fully understand each client's unique financial situation.  We then use that information to shape a thoughtful, customized approach that can make use of numerous products and services from one of the world's largest full-service investment firms.  Our global perspective helps you adjust to financial challenges and identify unique opportunities.

 

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.

Philosophy

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. Calculating how to manage 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? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

Foundations and Endowments

An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The strategies we construct are carefully designed to help promote stability, efficiency and growth under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Private Equity and Hedge Fund Principals

Your investment expertise as a hedge fund or private equity principal has likely resulted in substantial personal success. We have experience working with a select group of individuals in your industry. Drawing on our extensive capabilities and the broad resources of a global institution, we work to help you coordinate and manage your finances with the aim of simplifying the complexities of your financial life, including wealth transfer advice and guidance from Merrill and access to the banking convenience of Bank of America for your banking, lending and trust needs. We also provide access to Bank of America for your working capital needs in support of the day-to-day needs of your business.

Intergenerational Family Wealth

As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the rising generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps  us to see and share best practices to help you achieve them.

Professional Athletes

As a professional athlete, you understand how grit and determination have helped you succeed in a challenging environment, as well as the unique financial needs that come with your success. At Merrill Private Wealth Management, we are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to help simplify the complexities of your financial life and build the legacy you envision.

Entertainment Industry Professionals

As rewarding as success in the entertainment industry can be, income is not always consistent and careers can be subject to swift change. Managing your finances requires a disciplined, knowledgeable and experienced approach to help you make the most of your success, with strategies for helping manage risk and providing for your future. Merrill Private Wealth Management provides personalized, boutique-like services to help you enjoy the rewards of your profession while striving for financial goals that will benefit yourself and your family. Drawing on the extensive capabilities of a global institution, we offer financial strategies aimed at simplifying the complexities of your financial life and building the legacy you envision.

Article Features (2022)

Markets Are Volatile. Here Are the Strategies Advisors Recommend (Barrons.com)
"Investors have their work cut out for them this year, with markets tumbling and inflation soaring. The Fed looks set to impose another large interest-rate hike Wednesday, and Treasury yields are rising rapidly—which means more red ink for bond portfolios this quarter. But an uptick in volatility is not necessarily a bad thing—there are opportunities to be found even in this whirlwind, advisors say."... (Click Markets Are Volatile. Here Are the Strategies Advisors Recommend. | Barron's (barrons.com) to read more) Sep 22'


5 Reasons to Reconsider Downsizing in Retirement (aarp.org)
"Downsizing your home in retirement can free up cash and lessen the burden of managing a large abode. But there are also reasons you may want to stay put, particularly with mortgage rates rising and inflation soaring"... (Click 5 Reasons to Reconsider Downsizing in Retirement (aarp.org) to read more) Aug 22'

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.