The Linke-Pearson Group is a Merrill Institutional Consulting™ team based in Stamford, Connecticut. We work with a select group of clients nationwide, offering customized investment management strategies and precise implementation. We believe we’re different in the way we approach your needs, foster your long-term aspirations and care about your day-to-day well-being.
Our story as a team is not typical. Our senior leaders, Allan and Scott Linke, are brothers. But our family connection to Merrill Lynch Wealth Management does not end there. A member of our family was one of the original partners dating back to 1916. Since then members of our family have continuously worked at Merrill, fulfilling roles ranging from CEO to operations. We are proud to have a family-run team within Merrill Lynch Wealth Management that continues that tradition. We see our outreach as a family business – a perspective that manifests in the way we interact with client families and with our own team members.
Our sensitivity to family legacies –the sacrifices, concerns and satisfactions they entail—helps us to work effectively with multiple generations, catering to each person’s (and organization's) priorities and needs. We invite you to learn more about our team, our family and the ways we can help your own family members pursue their goals more effectively.
Merrill Institutional Consulting™ (MIC) is part of the Global Wealth & Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”), and offers products and services for the benefit of institutional and ultra-high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner, & Smith Incorporated(also referred as “MLPF&S” or “Merrill”) who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Banking products, services, and activities are offered by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation.
MLPF&S is a dually registered broker-dealer and investment advisor and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed, or provided by companies that are affiliates of BofA Corp.
The Linke-Pearson Group is a wealth management team based in Stamford, Connecticut. We work with a select group of clients nationwide, offering customized investment management strategies and precise implementation. We believe we're different in the way we approach your needs, foster your long-term aspirations and care about your day-to-day well-being.Our story as a team is not typical. Our senior leaders, Allan and Scott Linke, are brothers. But our family connection to Merrill Lynch Wealth Management does not end there. A member of our family was one of the original partners dating back to 1916. Since then members of our family have continuously worked at Merrill, fulfilling roles ranging from CEO to operations. We are proud to have a family-run team within Merrill Lynch Wealth Management that continues that tradition. We see our outreach as a family business – a perspective that manifests in the way we interact with client families and with our own team members.Our sensitivity to family legacies –the sacrifices, concerns and satisfactions they entail—helps us to work effectively with multiple generations, catering to each person's priorities and needs. We invite you to learn more about our team, our family and the ways we can help your own family members pursue their goals more effectively.

CKP®, CPFA®, CRPC™
ChFC®, CFA®, CFP®, CPFA®, CPWA®, SE-AWMA™
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.
