The Douglass Group

Merrill Lynch Wealth Management

600 Hamilton St
Allentown, PA 18101
(610) 398-4252
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Douglass Group
Merrill Lynch Wealth Management
Welcome

The Douglass Group is dedicated to serving the financial needs of a select cadre of families and individuals who possess substantial wealth. We offer strategic wealth management for business owners, entrepreneurs, Fortune 500 executives, wealthy retirees, private investors and institutions. These clients have come to The Douglass Group, in our opinion, because they realize their wealth demands special care.

Prospective clients often ask, "Why should we work with The Douglass Group?" We believe that they find the answer in who we are, what we do and how we do it. Our team has more than 100 years of collective experience helping affluent families make prudent choices about managing their wealth. That's seven combined decades of offering wealth and investing strategies through a number of market and economic cycles, across waves of ever more complicated financial products and services.

We believe that clients seek us out for goals-based guidance on the complex matters affecting their futures, and we also believe that they find value in engaging our insights across multiple wealth management disciplines.

About Us
Our Approach

Clients, especially those preparing for the next stage of their lives, face a number of challenges in managing significant wealth. Our team understands the obstacles, the opportunities and the many forms of risk. We are adept at developing strategies that help clients create the kind of future they want–on their terms, within their outlook.

In helping you define and chart a path toward your goals, we take into consideration your assets, your objectives and, just as important, your attitude and habits regarding money. We'll look at how you can segment your assets into portfolios targeting preservation, income and liquidity, intermediate and long-term growth, plus any special objectives you have. We'll also look at how to help you:

Manage For Risk:

Is there too much or too little risk in your portfolio? Are your goals matched correctly with the risk you're willing to take? How and where can your exposure to risk be offset where needed?

Structure For Growth:

How much growth and liquidity do you desire? How can the impact of taxes and inflation be minimized? Which alternative investments, if appropriate, have potential long-term growth?

Prepare The Portfolio Against The Unexpected:

What tactics could respond to adverse markets? What strategies can help your family manage in case of lost income or the loss of the primary earner? How could changes in family structure affect the overall portfolio?

We'll also help you review your portfolio and we can make tactical suggestions on modifying asset allocations or percentages based on performance and market trends.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
Meet Our Team
Alfred Douglass III
Senior Vice President, Senior Relationship Manager
610.398.4246
Alfred Douglass,

CFP®, CIMA®, CPFA™, CPWA®, CRPS™

Managing Director, Wealth Management Advisor
610.398.4252
Kim Kametz,

CRPC™

Vice President, Senior Financial Advisor
610.398.4287
Jill Hahn,

CRPC™

Assistant Vice President, Wealth Management Associate
610.398.4251
Jill Rapchak
Wealth Management Client Associate
610.398.4211
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Brenda Dolan
Wealth Strategies Advisor
Bank of America, N.A.
George M Scafidi
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.