The Tallman Team

Merrill Lynch Wealth Management
10000 Avalon Blvd
Alpharetta, GA 30009
(770) 360-6056
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Tallman Team
Merrill Lynch Wealth Management
Welcome

Economies and markets ebb and flow, so our goal is to help clients overcome any financial uncertainty. For the Miller/Tallman Group, predictability in our relationships is highly important for helping each client to find clarity amidst confusion—while relieving each of them of day-to-day responsibilities. As such, we seek to create consistency in both how we support clients and the processes we follow. So, no matter how the world around them changes, they can manage their wealth with direction and purpose. 

Along the way, detailed analysis drives our support. From assessing risk in clients’ lives to structuring assets efficiently for growth, deliberation and rigor are at the heart of our work. To this goal, we continually deepen our own knowledge through education and keep abreast of evolving financial landscapes. With our support, clients receive modern, forward-looking strategies that help them prepare for tomorrow while serving their goals today. 

As a financial ally, we believe each client must receive access to our team matched with modern resources and educated perspectives. So, we provide monthly calls and quarterly reviews that help keep them in the know, while connecting them to information that can support their goals. We also coordinate our strategies with their other advisors, such as CPAs and attorneys. By being available to clients—with thorough, technology-driven support—they receive ongoing insight and services to help foster sound financial decisions. 

Whether we are designing financial strategies or supporting families’ next generations, we stand ready to help guide each person and create the future they imagine.

About Us
Philosophy

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.

Meet Our Team
William Tallman,

CFP®,CRPC™,SE-AWMA™

Senior Vice President, Wealth Management Advisor
770.360.6056
Charles Tallman,

CPWA®,CRPC™

Vice President, Wealth Management Advisor
678.746.5693
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.
Richard Keith Watkins
Senior Wealth Management Lending Officer
NMLS #652562
Joseph L Crews
Retirement Specialist
Brad Linn
Wealth Strategies Advisor
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.