Bo is deeply committed to providing highly customized wealth management strategies, advice and services to a select group of clients, whose unique needs, goals and values are the center of his dedicated focus. His services include tax-efficient and risk-managed investment planning and management, asset preservation, wealth transfer planning, and philanthropic planning and management. He enjoys working with individuals, families, businesses, foundations and endowments, and Native American tribes and tribal enterprises. His business is built on four simple, yet enduring, tenets:

• Stewardship: We understand the importance of the wealth we are asked to help manage. We know that it represents the hard work and achievements of yesterday and today, and the foundation for what our clients will accomplish tomorrow. We view ourselves as stewards of the assets entrusted to us by every client. Stewardship encompasses the ideas of ethical and prudent decision making, objectivity, responsibility, and proper governance.

• Understanding Your Mission: We believe in a goals-based approach to wealth management. Whether you are an institution or a multi-generational family, our stewardship begins with a deep discussion and understanding of your core values, goals and objectives.

• Investment Discipline: We understand and appreciate that every client is different, so we offer customized financial strategies that reflect the unique circumstances of each client. In managing portfolios, we remain focused on risk management and “triple-net” performance – that is, results net of fees, taxes and inflation. We believe strongly that it is not what you earn that matters, it’s what you keep.

• Leadership: In times of market stress, too many investors make rash decisions that are fueled by emotion rather than the conviction that comes with a principled, academic approach to investing. Grounded in the science of finance, our approach allows us to help clients navigate the cycle of market emotions with confidence as markets fluctuate, rising above reactionary thinking.

Bo's team includes Wealth Management Client Associates Bradley May, Priscilla Fisher, Derek Hodson, as well as Merrill investment and Bank of America banking specialists in key areas of wealth management: insurance, annuities, corporate retirement plans, trusts and estate planning services, philanthropic services, municipal markets, managed solutions, custom lending, and structured investments.

Bo joined Merrill Lynch Wealth Management in 2002 after graduating from Cornell University, and earning both a J.D.* and M.B.A. from the University of Oklahoma. He holds the Chartered Retirement Planning Counselor™ designation, and he is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Bo has consistently achieved the Firm's Community Volunteer Honor Roll. A native of Tahlequah, Oklahoma, Bo currently resides in Tulsa with his wife, Lindsey, and their two daughters, Littie and Kylie.

*Although Bo is a member of the Oklahoma Bar Association, he does not provide legal advice in his current role at Merrill.