The Hunt-Bass Group
Established in 1997, The Hunt-Bass Group is dedicated to helping address the complex wealth management needs of ultra-affluent individuals and families. This select clientele has entrusted the group with approximately $2.6 billion in client balances as of November 15, 2023. The team limits the number of relationships it serves so it can spend the necessary time and energy to provide each with personalized, concierge-like service and customized advice and guidance.
The Hunt-Bass Group understands that managing substantial wealth requires sophisticated, individualized strategies. Drawing on the investment insights of Merrill and access to the banking convenience of Bank of America, the team follows a detailed, multidisciplinary approach that is shaped by the members’ extensive background in financial services and investing. Supported by two highly skilled analysts and one dedicated private wealth associate, Private Wealth Advisors Scott Bass and Roger Hunt work to help serve clients’ diverse needs through a process they describe in terms of heart, head and body:
- Wealth management is the heart, concerned with clients’ passions, aspirations and vision.
- Investing is the head, an intellectual effort to help generate returns in ever more complex markets.
- Our services form the body, providing capabilities required for everyday life.
"Clients' most valuable commodity is time. We want to be the first call when anything changes in a client’s financial life. With our help, we hope they can maximize their time in other areas that matter most to them."
Roger Hunt, CFA®
Managing Director
Private Wealth Advisor
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
CFA, CRPC™
CFP®, CPWA®
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
