The BRCS Group

Our practice approaches each client's unique needs using goals-based financial strategies, retirement planning services, college funding and personalized investment advice and guidance. Both sides of the balance sheet are considered during client reviews and we provide customized wealth management strategies for each client. We use proprietary investment portfolios that are not available to self-directed clients or to clients at other firms.

In conjunction with these services, we are supported by specialists, state-of-the-art technology and top-rated BofA Global Research. We believe educating clients, having transparency of fees, and putting the client's best interest first helps provide the optimal client experience.

Our team works closely with the legal and accounting professionals who also advise Merrill clients and their families. We understand clients depend on our advice and guidance to help transfer wealth to the next generation in the most cost-effective way. We assist clients in every aspect of their financial lives and often are their first point of contact when faced with major life events.

Laurie's team prides themselves on providing first rate service, responding promptly to clients needs. We identify potential problems that a client may not be aware of and make recommendations to help alleviate potential issues down the road.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. 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. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firmsin 2022 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.