The Hall & McKenna Group

As Wealth Management Advisors with Merrill Lynch Wealth Management, we focus on connecting all aspects of each client's life in order to help prioritize and pursue the goals that matter most to them and their families.

Our process is designed to help deliver a customized and consistent experience to assist high-net worth clients with a focus on the life-cycle of wealth:

• Accumulation
• Preservation
• Distribution

The financial planning process will address a wide range of complex issues faced by wealthy individuals and their families including:

• Portfolio Strategies
• Retirement and Estate Planning Services
• Wealth Transfer
• Family Dynamics
• Risk Management
• Asset Preservation
• Closely-Held Business Ownership
• Charitable Giving

Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives.

Using a goals-based approach to wealth management, we work with individuals, families, executives, business owners and philanthropic organizations.

_{Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.}

_{Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.}