Cromer Grant & Associates

Merrill Lynch Wealth Management
2170 Satellite Blvd.
Suite 400
Duluth, GA 30097
(678) 474-1866
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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.
Cromer Grant & Associates
Merrill Lynch Wealth Management
Welcome

The world has transformed in recent years, becoming more complex and more connected, making trusted advice more important today than ever before.   Families can have many competing goals, and the array of asset classes and instruments available to achieve those goals has increased. At the same time, people are living longer and spending more time in retirement. This can have a dramatic effect on the right financial approach.

As you’re your financial team, Cromer Grant & Associates believes that building a structure around common life priorities can be a useful starting point.

Portfolio performance is important, but what client families really care about is achieving the goals that matter to them. Our Goals-Based approach to wealth management helps our client families transcend traditional strategies to enable them to achieve personally meaningful outcomes. With this approach, we help client families define meaningful goals and priorities, optimize resources and choose effective strategies.

About Us
Welcome

The world has transformed in recent years, becoming more complex and more connected, making trusted advice more important today than ever before. Families can have many competing goals, and the array of asset classes and instruments available to achieve those goals has increased. At the same time, people are living longer and spending more time in retirement. This can have a dramatic effect on the right financial approach.

As you're your financial team, Cromer Grant & Associates believes that building a structure around common life priorities can be a useful starting point.

Portfolio performance is important, but what client families really care about is achieving the goals that matter to them. Our Goals-Based approach to wealth management helps our client families transcend traditional strategies to enable them to achieve personally meaningful outcomes. With this approach, we help client families define meaningful goals and priorities, optimize resources and choose effective strategies.

Meet Our Team
William Grant,

CEPA®,CPWA®,SE-AWMA™

First Vice President, Resident Director - Wealth Management Advisor
678.474.1866
Michael Cromer,

CRPC™

Senior Vice President, Wealth Management Advisor
678.474.1874
Lynn K Nicolaysen
Assistant Vice President, Wealth Management Associate
678.474.1860
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.
Hulett Sumlin
Wealth Management Lending Officer
NMLS #437928
Tina Byrnes
Investment Solutions Group Portfolio Strategist
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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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.
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.
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.