The Byer Wealth Management Group
Merrill Lynch Wealth Management
600 North Pine Island Rd.
Suite 300
Plantation, FL 33324
(954) 916.2816
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Mission Statement
The Byer Wealth Management Group is dedicated to the Goals-Based Wealth Management process, centered around your personal dreams, goals and desires. Every client is entitled to receive the highest level of personalized service and care that our team has to offer.
Welcome

We value the underlying relationships that develop with clients. Understanding your ultimate goals is the cornerstone of our process. We are committed to investing in you.

Recognition
Ralph Byer
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2020
(Published on March 13, 2020. Rankings based on data as of September 30, 2019.)
Forbes "America's Top State-by-State Advisors", 2021
(Published on February 11, 2021. Rankings based on data as of June 30, 2020.)
Forbes "Best-in-State Wealth Advisors", 2018, 2021-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Byer Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
Philosophy

The Byer Wealth Management Group assists a select group of Families, Professional Athletes and Corporations with Wealth Preservation & Growth strategies including Legacy Planning through a Goals-Based Wealth Management Platform. We offer customized solutions based upon risk tolerance, time horizon, liquidity and overall investment goals to help your Family achieve its goals.

Our DNA Sequence – Design, Nurture & Align – is the building block of our process. Our investment discipline includes the combination of low correlated asset classes, globally blended, including growth and value styles. Periodic rebalancing with tax minimization is paramount.

Our Wealth Management Process Includes: Financial Guidance, Legacy Implementation, Estate Coordination, Retirement Management, and Tax Minimization Strategies.

We focus on your family goals by leveraging Merrill's vast resources: Risk Management, Retirement Income Strategies, Wealth Transfer, Trust & Estate Planning Services, Concentrated Stock Positions, Liquidity Events, Home Financing and Customized Lending through Bank of America, Philanthropic Planning, Long Term Care, and Legacy Management.

Meet Our Team
Ralph Byer
Managing Director, Wealth Management Advisor
954.916.2816
Andrea Higgins,

ChFC®

First Vice President, Wealth Management Advisor
954.916.2815
TIFFANY GALLIK,

CFP®

Senior Financial Advisor
954.916.2853
Carolina Benzadon,

CFP®, CPFA™

Assistant Vice President, Wealth Management Advisor
954.916.2824
Janet H Scheer
Assistant Vice President, Wealth Management Associate
954.916.2826
Dennis Brian Whalen
Officer, Registered Senior Wealth Management Client Associate
954.916.2830
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.
Nick Foley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1190976
Violeta R Wagner
Wealth Management Banking Specialist
Merrill
Nicholas Karpinski
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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.

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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.