It is our conviction that good advisors need to be good listeners, and that critical skill is a key piece of what we at The GO Team bring to client relationships. We are also committed to continuing our education through a variety of honored and respected financial industry designations: collectively we hold the CIMA®, CRPC™, and CFP® certifications–- all so we can provide you with meaningful and prudent recommendations. We understand the complexities families face with financial decisions over the course of a lifetime, and we strive to be an objective and trusted resource to help better our clients' lives.Serving a unique group of affluent clients -- many of whom have been referred by attorneys, accountants and trust professionals -- The GO Team provides personalized wealth management advice that draws on the research and resources of Merrill, along with the lending and deposit offerings of Bank of America. The GO Team’s mission is to make our clients financially secure. Focused on building enduring investment advisory relationships, Mike Gray and Davey Oetting help retirees, business owners, highly-compensated professionals and families with multi-generational wealth evaluate all aspects of their financial wellbeing.*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.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
