The Fletcher Mobley Group brings a comprehensive and caring approach to its wealth management discipline. With over 100 years of combined experience at Merrill and genuine devotion to each client's well-being, the group seeks to preserve clients' hard-earned wealth from market uncertainty and events that pose a challenge in people's lives. Proud to have received numerous referrals from clients, local CPAs and attorneys, our team serves a diverse array of high-net-worth individuals, business owners, corporate executives, retirees, as well as those whose current endeavors require seasoned and trusted guidance. Reflected by the long-term family relationships they have built, the group aims to serve as a dedicated resource by looking out for clients and their families.
At the heart of our approach is a simple principle: understanding what matters most to you. Whether it's buying your first home or your vacation home, planning for your children's education, modeling your retirement, building a sound estate plan, or simply growing your wealth - we begin by sitting down with you to listen. From there, we build a personalized financial plan designed to reflect your goals - one we'll continue to shape and refine as your life evolves. As a small, dedicated team backed by one of the world's largest wealth mangement firms, we offer the best of both worlds: personalized attention with institutional capabilities. When you work with us, you'll have direct access to a team who knows you personally, understand your goals, and is by your side every step of the way.
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.
