The Fletcher Mobley Group
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.
CEPA®, CFP®, 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.
