A thoughtful financial strategy begins with clarity-knowing where you are today, where you aspire to be, and what it will take to get there. At the Stacy Gray Group, we take a deeply personalized approach to planning, drawing on the strength of Merrill's investment expertise and the extensive credit and lending solutions of Bank of America to help navigate every stage of your financial journey.
We believe in transparency-so you have a clear view of the strategies we implement, what you're paying for, and the value and potential risks each decision entails.
As life evolves and markets shift, we stay closely engaged-meeting with you as needed to review and adjust your strategy so it remains aligned with your goals.
Our clients benefit from access to a wide range of potential solutions, including income and retirement planning, education funding, and strategies for executives with concentrated stock positions. In addition, we offer in-house wealth transfer planning and estate services to help you build a legacy that reflects your values and provides for future generations.
As your single point of contact, we coordinate seamlessly with your broader advisory team-working alongside your attorneys, accountants, and other trusted professionals to help ensure your financial life is fully integrated-and always centered around your vision for the future.
Our dedicated advisor team shares a common goal: to help affluent households and small business owners pursue meaningful goals. We can also work with your "outside" professionals, such as attorneys and accountants, to help understand your financial situation, risk tolerance, time horizon, liquidity needs, and important goals. In addition to offering personalized strategies tailored to your goals—such as funding your children's education, helping ensure your wealth can last in retirement, and planning for potential health care costs—we can assist in creating a financial strategy designed to help your family transfer wealth to the younger generation.
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.
