The Foard Lund Wilson Group
The Foard Lund Wilson Group is a veteran Merrill Lynch Wealth Management team headquartered in Columbia, Maryland with a satellite office in Ocean City, MD. The team believes it offers three pillars integral to each client’s long-term success: (1) A focus on in-depth financial strategy; (2) An emphasis on customized investment management; (3) A commitment to the highest levels of client service. John Foard, Tim Lund, and Joe Wilson offer complementary strengths and mindsets. While each is firmly anchored to core values of honesty and client well-being, each applies a distinctive outlook and skillset.
Tim Lund heads the team’s financial analysis and wealth planning efforts. Thorough and deliberate, Tim spearheads the team’s long-range efforts to streamline and organize multiple aspects of clients’ financial lives.
John Foard, in turn, is the team’s portfolio manager. John applies his extensive knowledge of the capital markets to help translate client goals into concrete strategies. He looks to help clients capitalize on opportunities while remaining mindful of their timelines and risk profiles. “Our approach is goal oriented – not product oriented,” John explains. “We create investment programs that are specifically designed for each client, each family.”
Joe Wilson's 30+ years in the industry give him the veteran experience valued by new and experienced investors. His versatility in dealing with a variety of client situations makes him an important component of the team's "go anywhere" mindset.
Supporting these initiatives is Juliette Smith (Columbia) who leads the team’s client service model. Highly experienced in addressing client needs and requests, she embodies the team’s client focus. If an issue is important to a client, it is important to the members of The Foard Lund Wilson Group.
The team welcomes the opportunity to provide value by creating a positive impact on clients' lives, proceeding at the client's pace and comfort level. They offer a suite of services and offerings:
- In-depth wealth management
- Tailored investment management
- Trust and estate planning services
- Cash-flow analysis
- Retirement income strategies
- Education funding
- Long-term care insurance
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.
