The Orr Group

Private Wealth Advisors
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We work with a select group of families and individuals to address the complex challenges of managing significant wealth. Our mission is to help you simplify your wealth and your life, giving you more time for the personal and professional pursuits that are most meaningful to you.

Meet the Team

Your team includes private wealth advisors with Merrill Private Wealth Management as well as financial advisors from Merrill Lynch Wealth Management. Together, they work to help meet the specialized needs of individuals and families and to build relationships based on trust and personalized service. Read more about our team.

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.

John Pellegrini

Market Linked Investments Specialist

Bank of America, N.A.

Rawson Hubbell

Wealth Strategist


Tim Mulosmanaj

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #484022


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.

William F Orr

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Barron's "Top 1,200 Financial Advisors: State-by-State" 2020 - 2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "Best-in-State Wealth Advisors" 2021 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Timothy G Mellott

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Cherie M Edwards

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 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

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.

A Collaborative, Cohesive Team


Teamwork, with clients and each other, is at the heart of our client-centered culture. When you choose to work with The Orr Group, you will have support from a team with extensive experience, complementary skills, and a commitment to exceptional service. 

As a Merrill Private Wealth team, we have been rigorously vetted for core competencies that include accreditations, specialized skills, and the ability to deliver the broad and deep resources of Merrill and Bank of America.

The senior members of our team have a shared history as colleagues and friends. Bill Orr and Tim Mellott have worked together for more than 30 years, and with Cherie Edwards for over 20 years. Through the years, we have experienced some of life’s most important events together and with our clients. As leaders, we are committed to building a team that truly cares for clients and each other.     

Individually and together, we thrive on challenges. We’re committed to exploring them from a client perspective, never resting until we find a resolution. Our goal is to provide you with a highly personalized experience that exceeds expectations.

Focused Client Relationships

Our team works with a select group of individuals, families, and family foundations throughout the U.S. By focusing on a limited number of client relationships, we believe we can provide a higher level of service with frequent communication and close attention to detail.

Admittedly, we aren’t a fit for everyone. We’ve found that we work best with people who share our core values. We’re committed to cultivating deep, ever-expanding relationships based on mutual respect, candor, and transparency. We understand that to earn your trust, we must continue to create value for you and your family.      

Most of our relationships begin with the wealth creator. Each has a unique story to tell about how they acquired their wealth, what it means to them, and how they plan to enjoy it during their lifetime and leave a legacy for future generations. We feel privileged to be part of their lives as we help them pursue their most meaningful financial goals. Often, as relationships deepen, they extend to several generations of the same family.                 

Helping You Simplify Complex Wealth

Our planning-based approach centers on your unique wealth management goals. We help you think through the process of simplifying and organizing your wealth to align with your priorities and core values. Then, we work with you to create financial strategies that reflect your vision for what you want to accomplish with your wealth.

In our initial meetings with you, we reach deep to identify potential concerns and uncover financial blind spots in areas from cash management to estate planning. Our granular discovery process focuses on finding opportunities to help you streamline your financial life.

Our approach is forward-looking. If you are anticipating an event, such as inheritance or selling a business, we can help you think through possible scenarios before it occurs. We can also recommend tax-efficient strategies for passing on wealth during and beyond your lifetime, giving more to the people you love and the causes you care about.

If you have accumulated significant wealth, passing it on to the next generations is probably a key concern for you. We’ve found that most wealth creators want to give a hand up, not a handout. One of our most important roles is to help families engage in financial wellness discussions driven by their core values. Often, these discussions focus on preparing younger family members to receive wealth through transfer or inheritance.      

We aspire to provide a single source for all your wealth management needs by connecting you with a wide range of Merrill and Bank of America resources. At your discretion, we coordinate with your tax and legal advisors to implement wealth management strategies.       

About Us

We focus on developing customized financial strategies for high-net-worth individuals and their families. Working with us means you have a caring advisor helping you to pursue your goals. We are committed to understanding your unique challenges, priorities, and financial resources. You may be concerned with preserving and growing your wealth or leaving a legacy to your family or a charity. Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

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.