Westmoreland Group

Private Wealth Advisors
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The Westmoreland Group delivers the intimacy of a boutique with the resources and opportunities of a global institution.  We provide our clients with privileged access to resources typically reserved for the largest institutional investors in the world.  Substantial wealth is different.  It deserves substantially different care.

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.

Rod Westmoreland

Rod Westmoreland

Managing Director

Private Wealth Advisor

404.264.2066
Hugh T Moody

Hugh T Moody,

Senior Vice President

Sr. Private Wealth Relationship Manager

404.264.6039
Kevin S Mikan

Kevin S Mikan,

Senior Vice President

Private Wealth Relationship Manager

404.231.4188
Veronica  Morrissette

Veronica Morrissette

Senior Vice President

Private Wealth Manager

404.231.7892
David A Streib

David A Streib,

Vice President

Private Wealth Analyst Investments

404.231.6982
Kelly H Carroll

Kelly H Carroll,

Vice President

Private Wealth Relationship Manager

404.264.2080
Alex Watts

Alex Watts

Vice President

Private Wealth Manager

404.231.2510
Katie Horn

Katie Horn,

Assistant Vice President

Private Wealth Relationship Manager

404.231.2099
Eric B Kelley

Eric B Kelley,

Assistant Vice President

Private Wealth Relationship Manager

404.231.2570
Joseph  Schager

Joseph Schager

Private Wealth Analyst Investments

404.264.2051
Amy M Baly

Amy M Baly,

Private Wealth Relationship Manager

404.231.8003
Kate L Hooper

Kate L Hooper,

Private Wealth Analyst Business Development

404.264.2055
Kennedy Erin Dollar

Kennedy Erin Dollar,

Private Wealth Relationship Manager

404.264.6035
Ava  Arjmand

Ava Arjmand,

Private Wealth Relationship Manager

404.264.2915
Dylan Thompkins

Dylan Thompkins,

Private Wealth Relationship Manager

404.231.2404
Suzanne B Thompkins

Suzanne B Thompkins

Private Wealth Associate

404.231.2472
Sandy  Furrh

Sandy Furrh,

Registered Private Wealth Associate

404.264.2089
Caitlin D Connor

Caitlin D Connor

Private Wealth Associate

404.231.8096

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

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.

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 wealth and compensation require. We can help you manage the risk of 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.

Intergenerational Family Wealth

Managing your family’s wealth across multiple generations goes beyond protecting and preserving assets, minimizing taxes and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Lynch’s Private Banking and Investment Group helps a select group of families with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create strategies that reflect your family’s intentions and help ensure that 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 enables us to see and share best practices to help you achieve them.

Family Offices

As private wealth advisors with Merrill Lynch’s Private Banking and Investment Group, we work with some of the most prominent families to help them manage the ongoing complexities of their wealth. Our deep experience with family offices enables us to tailor a range of services to meet your specific needs. We can provide access to solutions ranging from investment and wealth management to governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.

Women

As a woman of wealth, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges—for example, planning for the statistical probability of outliving a spouse—managing your wealth means avoiding preconceived assumptions while gaining a full understanding of who you are as investor and what you’re trying to achieve for your career, your family and your legacy. Merrill Lynch’s Private Banking and Investment Group works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We look to get to know our clients on a personal level so we can offer private, boutique-like services and the resources of a global firm to create strategies specifically for their life and needs.

Professional Athletes

As a professional athlete, you understand the significant rewards that sports can provide, the grit and determination that allow you to succeed in a challenging environment, and the unique financial needs that come with wealth. Merrill Lynch’s Private Banking and Investment Group works with a select group of current and former professional athletes as they pursue their financial and legacy goals. 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 strategies designed to simplify the complexities of your financial life. This includes access to trust and estate planning services from Bank of America and, through Merrill Lynch, strategies for the operation of a business, and education of family members to help bring your legacy vision to life.

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 Lynch’s Private Banking and Investment Group can help entrepreneurs and business owners balance their personal lives with their life’s work. We are dedicated in providing the experience and resources to support your ongoing success.

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.

Westmoreland Group

Private Wealth Advisors