The Schell Group
“Clients are driven to succeed and we’re driven to provide value,” Chris Schell explains. “Our process begins before investments are ever discussed. And our efforts extend to enhancing distinct areas of a client’s financial picture – from the company they built, to the concentrated stock they hold, to the retirement lifestyle they envision. Appreciating a client’s concerns and aspirations is the cornerstone of the wealth management experience we deliver to clients.”
"For long-term portfolio growth, we focus on valuations and whether investments should be owned. We also favor sectors moving 'above the trend' sourced from the firm's top-ranked global research analysts. Finally, we're mindful of diversification, cost and tax efficiencies – and may include bonds and ETFs" –given our extensive experience managing tax-free municipal bond portfolios," Chris points out.
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.
