The Mollenkamp and Sullinger Group
At The Mollenkamp and Sullinger Group, we take pride in helping families attain their goals and enjoy their lives. This is at the forefront of our mission in the financial services industry. Merrill and Bank of America give us the all the tools we need to accomplish this for anyone we have the pleasure to work with.
We take a holistic and hands-on approach with every relationship we have at The Mollenkamp and Sullinger Group. When onboarding a client, we begin with getting an understanding of the client, their life priorities, and goals. After we gather the proper information, we leverage our teams extensive experience in the industry and the tools we possess at Merrill and Bank of America, to develop a plan that works for our team and the client. After implementing the plan, we review it and use our acumen to help make sure it stays on track and make adjustments when need be.
CPFA®, CRPS™
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.
