Pitts Watts Group, formerly Pegram Pitts Group at Merrill Lynch Wealth Management is comprised of Bradley R. Pitts, Tammy Watts-Quesinberry, Candace Farabee, and Andrea Lawson. Established over 20 years ago, our team takes a customized planning approach by evaluating all aspects of a client’s goals and financial situation and then, developing an appropriate strategy to help meet their needs. Building relationships and caring for our clients is at the heart of what we do. We enjoy working with individuals, families, business owners, and non-profit organizations to become their vital resource regarding financials. We understand the larger impact of wealth planning on a client’s business and family, and often work with multiple generations to help them make sound financial decisions. Our analysis includes an assessment of goals, investments, lending needs, insurance, and estate plans. We collaborate with other professionals, such as attorneys and tax advisors, to implement a client’s comprehensive plan. In addition, Pitts Watts Group utilizes the vast tools and capabilities of Merrill to provide financial solutions based on each client's risk tolerance, time horizon, liquidity needs and overall investment goals. Brad, Tammy, Candace, and Andrea truly care about helping each client achieve their goals and maintain financial independence and stability.
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.