The Liparoto, Hollis & Gibson Group

The Liparoto, Hollis Gibson Group believes that strong relationships are built through the teamwork and involvement delivered through our advisors, wealth management client associates, access to the global investment capabilities of Merrill, and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance, and for you to find immense value in the dedication and diligence offered to you at each step of the financial planning process. With access to outstanding research, superior investment professionals, a team of internal Merrill specialists, and a dedication to excellence, this wealth management team is eager to tackle your financial needs.

Each client brings unique needs to the team, coming from a variety of financial backgrounds-- families, business owners, retirees, and professionals. The group starts by listening to the individuals' concerns before constructing a roadmap to implement a disciplined strategy. Once they have prioritized client needs, they can offer customized advice and guidance that is understandable and trackable. By regularly asking clients timely questions and providing meaningful advice, their goal is to continue to earn the trust and confidence of the clients they serve.

Understanding that needs evolve over time, the team reviews each client's goals on a regular basis. Selling a business, welcoming a new grandchild, or the loss of a loved one are just a few examples of events that change lives. By coaching clients through these types of events, every member of their team builds strong rapport that deepens the relationship they have with clients well beyond investment decisions. They strive to be the trusted advisor to the families they serve to meet the demands of today's changing world.

Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.