The MHTS Group
Our team brings together the best of both worlds—deep experience and fresh perspective. With several teammates boasting over 25 years of tenure at Merrill and a combined 160+ years of industry experience, we’ve built a foundation of trust, insight, and long-term client relationships.
But we’re not just seasoned—we’re also forward-looking. Our team includes a strong bench of next-generation advisors, ensuring that the legacy we’ve built continues with energy, innovation, and a commitment to evolving client needs.
We’re proud of who we are—and even more excited about where we’re going.
Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.
The value of the relationship with you includes:
- helping you make informed decisions
- recognizing your life priorities and goals
- understanding your investment style
- helping you prioritize and pursue goals
- being transparent by making possibilities, fees and risks clear
- taking steps to help you preserve income during a life challenge
- educating the younger generation about investments and the markets
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
CPFA®, CRPC™
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.
