With over 60 years of combined industry experience, the Fleming McDavid Group is here to help you manage your financial affairs in a way that is personalized towards you and your family. From our initial meeting to our annual portfolio reviews—and during every interaction in between—we strive to offer the highest level of service.
Our Commitment to you:
You are at the center of everything we do
We work as a team, combining our diverse talents and resources to help you create strategies designed to move you toward your goals
Every team member is involved in serving every client, you can expect a swift response when you call with questions or issues
Part of our philosophy is to educate you and your family about issues that may affect your financial well-being, so that you can make informed decisions and understand what is going on
To better understand you, your aspirations and your needs, we conduct several client events each year, some educational, some purely social
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
ADPA™
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.
