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Transier, Green, and Firth

Private Wealth Advisors
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My colleagues and I provide customized services to a select group of individuals and families. We are deeply committed to offering personalized attention and financial strategies aligned to your unique financial goals, helping to simplify your life now and for the years to come.

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.

Melissa Transier

Melissa Transier,

Managing Director

Private Wealth Advisor

214.303.5867
Chris W. Green

Chris W. Green

Senior Vice President

Private Wealth Advisor

214.303.5866
Robert J Firth

Robert J Firth,

Senior Vice President

Private Wealth Advisor

214.303.5876
Joe Firth

Joe Firth

Private Wealth Manager

214.303.5886
Eric Gough

Eric Gough,

Private Wealth Investment Management Specialist

214.303.5883
Lora T. Beasley

Lora T. Beasley

Senior Private Wealth Associate

214.303.5863
Laura K. Martin-Bernard

Laura K. Martin-Bernard

Senior Private Wealth Associate

214.303.5879
Melinda A Hartsfield

Melinda A Hartsfield

Private Wealth Associate

214.303.5851

Additional Resources

David Work

David Work

Trust Specialist

Bank of America, N.A.

Matthew Wesley

Matthew Wesley

Wealth Strategist

Merrill Lynch

Timothy J Bennett

Timothy J Bennett

Division Structured Credit Executive

Bank of America, N.A.

Solutions 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

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.

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 $1.2 billion in assets as of July 2019. 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 Merrill Private Wealth Management.

We believe we offer the best of both worlds to clients: the extraordinary global resources and capabilities of Merrill and Bank of America yet the intimacy and exceptional service of our closely knit team within Merrill Private Wealth Management. 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, family foundations and donor advised funds
  • Client education: financial boot camps, tailored programs and individual access to specialists

Some or all alternative investments may not be in the best interests 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.

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 $1.2 billion in assets as of July 2019. 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 Merrill Private Wealth Management.

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

Multi Generational Focus

We understand that affluent families have unique needs, concerns and goals. We connect families with highly respected internal 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.



 


 

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 approach 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.

Transier, Green, and Firth

Private Wealth Advisors