The Duffman Group

Merrill Lynch Wealth Management
4242 Six Forks Rd
Raleigh NC 27609
(919) 420.1423
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Changes in life can require changes to your investment approach. Whether it’s a small or significant event, what was right for you at one time may not be right at another time. Your Merrill advisor can offer you the resources, investment choices and strategies—along with access to banking services such as customized lending and credit from Bank of America—that can help you position yourself for the retirement lifestyle you desire.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today’s changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
Preparing for Retirement
Recognition
Mary Duffman
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023-2025
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
The Duffman Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

Experience matters, and we believe we have the kind of experience that can bring you a valuable life perspective. Merrill's wealth management planning is customized to help you address your unique concerns and goals, one-by-one. A disciplined planning process is followed to better understand how you think and feel about investing. That helps us assess the financial resources necessary to pursue each specific goal, such as retirement income planning, education funding and wealth transfer. Knowing the right questions to ask, the team offers access to a global network of research and specialists, and we can help create a framework designed to optimize your short- and long-range goals.

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.

Meet Our Team
Mary Duffman,

CPFA®

Senior Vice President, Senior Financial Advisor
919.420.1423
James F Lassiter
Vice President, Senior Consultant
919.829.2002
LaDonna Jones
Assistant Vice President, Wealth Management Associate
919.420.1429
Erica P. Ray
Wealth Management Client Associate (FP)
919.420.1431
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.
Pam D Parker
Wealth Management Banking Specialist
Merrill
Louis Li
Alternative Investments Regional Specialist
Merrill
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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