Headquartered in Frederick, Maryland, The Atkinson McGowan Becker Team provides customized wealth and investment advice to a select group of individuals and families. Led by Merrill veteran T.J. Atkinson, Keenan Becker, and Annette Nicolay the team differentiates its approach through the caliber of its strategies and the sincerity of its client commitment. Long-term relationships are the hallmark of the team’s service model; the group is privileged to work with multiple generations of client families—some of whom span four generations. Whatever a client’s life stage or path to wealth, the team embraces the opportunity to deliver extraordinary service, cemented through ongoing efforts to advance each client’s goals with precision and care. Client referrals are the primary source of new relationships, a fact that both gratifies and humbles the team. “We’re proud to become part of client families,” T.J. explains, “and they, in turn, become part of ours.”
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
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.