Transier & Green

Private Wealth Advisors
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We provide highly 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 Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Christopher Wilkinson Green

Christopher Wilkinson Green

Senior Vice President

Private Wealth Advisor

214.303.5866
Karen Melissa Transier

Karen Melissa Transier

Managing Director

Private Wealth Advisor

214.303.5867
Lora Talley Beasley

Lora Talley Beasley

Senior Private Wealth Associate

214.303.5863
Laura Kay Martin-Bernard

Laura Kay Martin-Bernard

Senior Private Wealth Associate

214.303.5879

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, 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

Transier and Green

We provide financial services and strategies for ultra high net worth individuals, families and foundations. We serve thirty clients who have entrusted us with approximately $1 billion of assets as of December 31st, 2017. Clients include entrepreneurs, public company executives and owners of private corporations. Since 1998 we have focused on providing attentive personalized service to a select group of clients tailoring our approach to reflect their distinctive priorities. We are proud of our record of service helping clients advance their goals, streamline their financial lives and manage wealth in effective, meaningful ways. Our talents and skills are enhanced by the global network of professionals within the Private Banking & Investment Group at Merrill Lynch (PBIG).

We believe we offer the best of both worlds to clients: the extraordinary global resources and capabilities of Merrill Lynch and Bank of America yet the intimacy and exceptional service of our closely knit team within PBIG. We purposely limit our client base in order to deliver the immediate attention that clients expect and deserve.

Our Approach

We appreciate that every client is unique. Our approach involves tailoring financial strategies to address the goals and objectives of each client. We recognize the value of being nimble in order to adjust to the changes that life inevitably deals each family over time. We believe that the optimal relationship between advisor and client is not exclusively rooted in the financial metrics of investments, but rather is blended with an understanding of what matters most to clients on a personal level. Our role is to work with clients to craft a customized strategy to address their unique set of concerns and goals.

 

Our Range of Services

We focus on how to support lifestyle goals effectively by managing risk through customized financial strategies. We are experienced in the following areas:

  • Implementing Investment Policy Statements
  • Determining an appropriate asset allocation: an important early step in the investment process
  • Investment management: traditional and alternative investment selection
  • Liquidity and cash management
  • Personal banking needs
  • Tailored lending and liability management
  • Hedging and monetization of concentrated equity and stock option positions
  • Wealth preservation and transfer strategies
  • Pre-transaction planning: outright sale, recap or IPO
  • Philanthropy: integrated charitable plans and family foundations
  • Client education: financial boot camps, tailored programs and individual access to specialists

Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Banking products and services provided by Bank of America, N.A.

What Differentiates Us

Our team distinguishes itself in the following ways:

  • Linking the investment process with the client’s vision and purpose by focusing on a family’s values and aspirations as well as its assets
  • Providing a single point of contact for a broad range of wealth management services
  • Using a consultative approach that educates the client throughout the investment process
  • Offering a personal, flexible and customized approach - one size does not fit all
  • Coordinating with the client’s other advisors (i.e. CPA, estate planning attorney) to help ensure that everyone is on the same page in serving the family effectively

Multi Generational Focus

We understand that affluent families have unique needs, concerns and goals. We connect families with highly respected professionals who promote constructive communication across generations. Discussions center on a family’s collective vision, goals and legacy for their wealth. Studies have shown that periodic and consistent family meetings combined with other best practices can have a very positive impact on sustaining family wealth across multiple generations.



References available upon request


 

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group 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 its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch 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 that 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 sophisticated, highly customized 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 Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group 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 Lynch 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 that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs

Transier & Green