The Dozier Myers Group
With an exceptional level of care and service the Dozier Myers Group works with a select group of philanthropically minded value creators, their families, and their heirs. Our clients have created financial wealth either through high compensation or owning their own business. We focus on tax smart planning and engage with our clients as they first create value, then realize that value and finally seek to preserve and share the wealth that they have created.
Our clients are generous to their families and communities. We consider it a privilege to help them make the most of their wealth.
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.
CFP®, CIMA®, CPFA®
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.
