Grove Ostendorff Ledford Diehl & Szymanski Group
Merrill Lynch Wealth Management
4242 Six Forks Rd
Raleigh, NC 27609
(919) 829.2033
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Mission Statement
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Welcome

The GOLDS Group is a team of experienced professionals that take the time to get to know you and understand your life priorities while helping you align your financial resources to achieve the most out of your life. Based in Raleigh, NC and serving clients throughout the United States, we look forward to the opportunity to serve you.

Recognition
R. Grove
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Grove Ostendorff Ledford Diehl & Szymanski Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Mission

Our mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. We will work with you to design and bring to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Meet Our Team
R. Grove,

CPFA™

Senior Vice President, Senior Financial Advisor
919.829.2033
E Ostendorff,

ChFC®, CLU®

Senior Vice President, Wealth Management Advisor
919.829.2089
Jenna Diehl,

CFP®

First Vice President, Wealth Management Advisor
919.829.2049
Matthew J Szymanski,

CPFA™

Senior Vice President, Senior Financial Advisor
919.829.2073
Alexander Starnes,

CPWA®

Senior Financial Advisor
919.829.2081
Walker Grove
Financial Advisor
919.829.2044
Catherine Kelly Foxworth
Registered Senior Wealth Management Client Associate
919.829.2087
Ashley M Jackson
Wealth Management Client Associate
919.420.1417
Kathleen Elizabeth Bruton
Wealth Management Client Associate
919.829.2088
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kristin Wood
Wealth Management Banking Specialist
Merrill
Deborah S Smith
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505114
About Merrill

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.

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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.