The Rhodes Group

Merrill Lynch Wealth Management

185 Asylum Street
Floor 14
Hartford, CT 06103
(860) 728-3535
Learn more about an advisor's background on
The Rhodes Group has been helping individuals, their families, and their businesses reach their personal and financial goals.  We combine the attentive and professional service of a small group with access to the intellectual capital, in-depth due diligence, plus top-quality research and technology of one of the largest global financial services companies.  The Team offers a combination of experience, process, and client commitment that we feel helps forge long-lasting relationships.
The Rhodes Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Lourdes Rhodes
Assistant Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Lourdes Rhodes,

CFP®, CPFA™

Assistant Vice President, Wealth Management Advisor
860.728.3535
Andrea M Martin
Registered Senior Wealth Management Client Associate
860.728.3914
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
John P Walsh
Retirement Specialist
Bank of America, N.A.
Jason C Glines
Regional Lending Specialist
Bank of America, N.A.
NMLS #1067709
Roberto Velasquez
Wealth Management Banking Specialist
Merrill
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.