The Ginn Group
Merrill Lynch Wealth Management
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance. We believe education is the core to successful financial advice and guidance. We educate our clients in an effort to help them make informed financial decisions. Helping you pursue your goals starts with getting to know you and your family. Our job is to understand what matters most to you. We'll work together to create a financial approach that reflects your investment personality and is built around your priorities. You'll receive advice to help you navigate changes in your life.
Concise, conversational, actionable: In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
Topics explored:
- Is an interest rate cut still in the cards for 2024?
- What the U.S. election could mean for the markets
- Large cap vs. small cap? Equities vs. fixed income? U.S. vs. global?
- How artificial intelligence and other innovations could reshape the markets
CFP®, CPFA™, CRPC™
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.
