The Snyder/Balducci Group is a dynamic team of 20 wealth management professionals at Merrill Lynch Wealth Management that offer a customized boutique-like experience serving clients in the areas of investment management, wealth planning, access to private banking services through Bank of America, risk management strategies, legacy planning strategies, tax-minimization strategies, wealth transfer and more. We believe what makes our group distinct is the high level of customization, proficiency, and superior service that we aim to provide to our clients through our comprehensive, specialized team infrastructure and disciplined investment process, coupled with Merrill’s broad Investment platform, as well as access to BofA Global Research’s industry-recognized research and the banking capabilities of Bank of America.
BofA Global Research was named one of the Top Global Research Firms in 2024 by Extel, formerly Institutional Investor Research
Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. 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. Rankings and recognition from Extel 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.
We focus on helping a limited number of select financial industry professionals, entrepreneurs and c-suite executives pursue their financial goals while working in concert with their other professional advisors such as their accountant, attorney and insurance agent. Over the past two decades of working with clients, we have found that many wealthy families are seeking a similar solution for their finances. With very successful careers, an extremely busy family schedule, and the aspirational desire to pursue their hobbies, there is very little time to focus on personal wealth management. Outsourcing their wealth management, financial planning, and private banking has become critical to free up time for those other pursuits. The Snyder/ Balducci Group works to deliver on our commitment to simplify our clients' financial lives so they can focus on what matters most to them. We have centered our practice on this core concept and we have assembled our team to strive to provide our clients with the highest level of service. We feel a great sense of reward and purpose and are proud of the work we do to help clients reach their goals.
CAP®, CEPA®, CIMA®, CPFA®, CPWA®, CRPC™
CEPA®, CIMA®, CRPC™
ChSNC®, CFP®, CPWA®, CRPC™
CRPC™
CAIA®, CFA®, CFP®
CIMA®
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.
