Advisors Jeffrey Mason, Susan Edwards and Troy Edwards collectively have more than 50 years of service at Merrill. Jeff is a Senior Vice President, Wealth Management Advisor and Portfolio Manager and Susan is a Vice President, Wealth Management Advisor and Portfolio Manager, demonstrating high distinction among their peers. Additionally, Susan holds the Certified Private Wealth Advisor®, CPWA® Chartered Retirement Planning Counselor™, CRPC™ designations.
We believe that a desire to address the needs of your family is at the heart of why people have financial goals. As a family-oriented practice, we strive to be the only financial advisors you and subsequent generations may need. A common thread among clients is the need to preserve the capital they’ve accumulated to pursue their future lifestyle in the way they envisioned; assist with the needs of the next generation; and help support their chosen philanthropic efforts.
Jeff, Susan and Troy work cohesively together to offer a meaningful presence when it’s most needed. Their professional capabilities, emotional support and thoughtful strategies are available to help you navigate key milestones that can occur in your life, business or career, including:
- A substantial liquidity event, such as the sale of a professional practice or business
- Receiving an inheritance, or taking control of a substantial 401(k) or IRA
- Financing an education or second home
- A decision to retire, change career or other life transistion.
- The need to establish a retirement plan for your business
Life changing events such as these may be accompanied by a variety of “what if questions.” We strive to be upfront and transparent, talking you through each situation, helping you make choices that are consistent with your goals and assisting you with the implementation of your wealth management strategy. Our team approach can help reduce anxiety, while offering you a clear focus for the future.
*Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
We believe clear and consistent communications can create an environment where we can have frank conversations about anything that concerns you. When appropriate, we welcome your adult children into these discussions and help guide you to engage them in a meaningful way. By facilitating an open dialogue, you and your loved ones have an opportunity to get "on the same page" when it comes to your resources, your family's money and your priorities.Importantly, our service ethic extends to all of your family members and we believe building long-term relationships with the next generation can help ensure your legacy, while assisting them with a head start on pursuing their goals. Our customized approach is designed to go beyond investments and explore the intersection of your finances with other life priorities such as your health, home, leisure, business, and philanthropy. By leveraging the insights of Merrill, combined with access to the banking, credit and lending of Bank of America, our team can streamline the process of helping you and your family address virtually any financial need.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
