The Coulter Grayson Group

Merrill Lynch Wealth Management
Three Skidaway Village Square
Savannah, GA 31411
(912) 598-3826
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Knowing clients on a deeply personal level allows us to deliver more genuine, real-world wealth management. Our goal?  To help clients enjoy the people and passions that bring meaning to their lives.
The Coulter Grayson Group
Merrill Lynch Wealth Management
Welcome

At The Coulter Grayson Group, we have a proud heritage and a growing clientele. While the ages and stages of clients’ financial lives span generations and the nation’s geography, a majority of those served by Brian Coulter and Jennifer Grayson are active and retired executives whose achievements in the corporate sector and passions for the Savannah lifestyle continue to bring them joy.

In addition to a concentration of male and female executives, we proudly serve former military officers, retired couples, widows, and generations of families that have long called Savannah their home, as well as others who’ve moved here. Beyond risk-managed investing and 360-degree wealth management, our roles as financial advisors often evolve to be clients’ good friends – hosting oyster roasts, golf clinics and movie theater days, educating their children, and celebrating their birthdays, weddings and anniversaries.

Why do clients come to us? We believe they hear about the genuine care and focus we provide. While clients have accumulated wealth, many with stock options and 401k assets, for example, hire us when they “know what they don’t know.” We find that clients value our acumen and attention. Without the time or desire to make complex decisions on their own, they typically turn to us when retirement questions and considerations take precedent.

As Brian and Jennifer explain, “The stories we hear from clients – about their lives and livelihoods – inspire us. We learn from clients, as we expect they learn from us. They’ve seen our children grow up and vice versa. It’s our privilege to connect the dots in their financial lives and collaborate with their Realtors, CPAs, attorneys, and physicians, when helpful. We truly welcome the opportunity to build a relationship with you, as well – one that brings you financial, personal and emotional benefits.”

Videos
Memorial Day
Recognition
Brian Coulter
Senior Vice President, Senior Resident Director
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Caring For Clients

At The Coulter Grayson Group, we're at our best serving as each client's ready resource – on retirement, legacy and longevity planning, and issues that revolve around aging, Social Security, Medicare and insurance. For decades, we've proactively assisted clients in clarifying goals that align with their core values. It feels good to serve clients who value our involvement in their lives and integrity in serving their best interests.

Everything we do for clients begins with our goals-based, planning process. And it's not a one-time event. Throughout each relationship, new insights about a client continue to give us direction. No two clients are identical and neither are the strategies we create. By listening closely to what clients say (and often don't say), we can address their evolving concerns and aspirations.

Among the questions we may ask: "What keeps you up at night? Are you worried about medical expenses or outliving your money? What are your plans for travel and/or visiting family? How do you fund medical expenses? Do you have long-term care insurance? We also provide clients with a worksheet to determine their expenses. In addition, we run a full analysis of those expenses vs. income.

At clients' most challenging times – the loss of a spouse, a family's member's illness, or divorce – we devote ourselves to serving their emotional wellbeing. By helping clients make unhurried and conscious financial decisions, we can help them regain confidence in building, spending and/or sharing their wealth.

With our banking pedigrees and close relationship with a local branch of Bank of America, N.A., we offer streamlined access to residential and securities-based lending. We also provide wire transfers, monitor clients' credit card activity when they travel, order checks and more.

And because legacy planning can be daunting and expensive, we sit with clients and "map out" questions that an attorney may ask. We also can coordinate with clients' attorneys and our firm's specialists – to align strategies that put everyone (including you and your family) on the same page.

At The CG Group, we're here to help clients enjoy the rewards of a fulfilling life. It has long been our mission to provide the type of wealth management that brings clients a positive outlook, memorable experience, and desired results.

Meet Our Team
Brian Coulter
Senior Vice President, Senior Resident Director
912.598.3804
Jennifer Grayson,

CFP®,CPFA™

First Vice President, Wealth Management Advisor
912.598.3826
Robin B Pulaski
Assistant Vice President, Wealth Management Associate
912.598.3816
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.
Ryan Thrower
Wealth Strategies Advisor
Scott Griffin
Wealth Management Lending Officer
NMLS #112175
Kristen Rodgers
Wealth Management Banking Specialist
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.