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.
At The Hollywood Group, we believe wealth management is about more than numbers — it's about aligning resources with purpose. Money is a tool, and when guided with intention, it can support your goals, strengthen your family, and carry forward the legacy you envision.
We view every client relationship as a partnership built on trust. By listening closely and tailoring strategies to your unique priorities, we provide structure and guidance while staying flexible to life's changes. Our goal is simple: to help you move forward with clarity today and confidence in tomorrow.
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.