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.
The Kendrick-Collesano Wealth Management Group of Merrill assists individuals and businesses in reaching their financial goals through personalized financial strategies, based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals. Our team, along with our access to a network of specialists, works with clients (in conjunction with their attorneys and/or CPA's) implementing Merrill's goals-based Wealth Management Process to establish objectives, set strategy, implement recommendations and proactively review progress. Our team was named to the Forbes "Best-in-State Wealth Management Teams" list in 2024 (Published on January 9, 2024. Rankings based on data as of March 31, 2023.)
As trusted advisors, we act as client advocates and conduits, leveraging our unmatched, industry leading, integrated wealth management resources and capabilities (Planning, Lending, Investments, Trust & Estate planning services, Business Banking and retirement solutions etc.) through Merrill, Bank of America, Bank of America Private Bank (US Trust) as well as all of our affiliates and cutting edge technology, truly makes for an exceptional client experience.
Our dedicated client associate team, including Martha Gakou, Jaime Blauvelt, and Patricia Coyne follow a proactive service model. The team educates clients on the numerous resources that Merrill and Bank of America have to offer (integrated Merrill and Bank of America websites and mobile applications, My Financial Picture, Web Bill Pay, Direct Deposit, scheduling portfolio reviews and proactive client support, just to name a few). Our primary team goal is to provide a superior client experience, and deliver the robust resources and capabilities of our enterprise.
To experience our cutting edge integrated technology via www.mymerrill.com, an interactive "test drive" is available upon request.
Industry Awards:
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. 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. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
CRPC™
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.
