The Dyer Team
Merrill Private Wealth Management
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.
At The Dyer Team, we appreciate the intense tenor of modern life—and we're up to the challenge of clarifying and smoothing a path forward for clients and their families. We advise wealth creators – busy and dynamic individuals who have complex financial lives, multiple demands on their time, and high standards of excellence.
These clients recognize that their financial lives need foundational organization and analysis, clarity, and strategic direction. Typically, they are senior executives, wealthy families, entrepreneurs, or financial-industry principals who are knowledgeable and sophisticated, but don't have time to distill the many decision points that significant wealth can entail.
We work to make life easier for these clients and their families. Through transparent advice, in-depth analysis, and ongoing diligence, we strive to enhance their lives – financial and nonfinancial—so that they can pursue their aspirations and objectives with purpose and confidence.
Our team offers access to a suite of family office services, coordinated with the clarity and insight gained from an ingrained understanding of the people we serve. That directness, we believe, advances client objectives more effectively, heightening our impact and providing clients with a single, reliable resource to get things done.
CIMA®
CFA
CRPC™
CEPA®, CPFA™, CPWA®, SE-AWMA™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
