Blair White Group
The Blair White Group is located at Merrill Lynch Wealth Management in Wilson, North Carolina. With over 85 years of combined wealth management experience, our group manages the finances for a select number of individuals, families and businesses. Originally formed in 1995, our team has served clients throughout North Carolina and across the United States over the last 29 years.
We believe that the interest of our clients must always come first. In our practice we pride ourselves on providing thoughtful advice, diligent investment management, and a detailed wealth planning process. We work closely with clients to develop and implement customized financial strategies focused solely on the unique needs of each client. We draw upon the global investment insights of Merrill while also providing access to the banking and lending resources of Bank of America.
Our multi-generational team is well suited to address your most complex financial situations today, while remaining agile as the financial world continues to evolve. We are here for you now and our team will continue to be here for future generations. We invite you to contact us to discuss how we can help you achieve your financial goals.
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
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.
