The Dorman Vickers Group
Merrill Lynch Wealth Management
Clients come first at Merrill Lynch Wealth Management. We will collaborate closely with you to fully understand the various aspects of your financial life and what matters most to you. Once we know your unique needs and priorities, we'll focus on your success and the goals you've set for yourself and your family. Whether you are still accumulating wealth, enjoying retirement, or considering how to transfer your wealth, we are committed to helping you achieve your financial goals.
We believe that communication is the key to building and maintaining a strong client relationship, no matter where you are located. Furthermore, many relationships have broadened to multiple generations of the same family. We believe this is a testament to our commitment and dedication to providing service, advice, and guidance to each client.
Clients have entrusted our team with approximately $910 million in balances as of February 14, 2024. Our experience allows us to deliver customized portfolio management, tax minimization strategies, retirement and estate planning services, and educational funding. Through consistent interaction with clients and our experience through various market conditions, we strive to guide clients down the path of financial success and leave a legacy of their wishes.
Clients come first at Merrill. We'll collaborate closely with you to fully understand the various aspects of your financial life and what matters to you most. Whether you are still accumulating wealth, enjoying retirement, or considering how to transfer your wealth, we are committed to helping you achieve your financial goals.
The Dorman Vickers Group has over 100 years of combined experience working with clients throughout the country. We believe that communication is the key to building and maintaining a strong client relationship, no matter where you are located.
Our experience allows us to deliver customized strategies for wealth management, tax minimization, retirement and estate planning services, and educational funding strategies. Through consistent interaction with clients and our experience through various market conditions, we strive to help clients pursue the goals that are important to them.
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.
