The Flotteron Group
Merrill Lynch Wealth Management
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
The Flotteron Group has been helping individuals, families and businesses around the U.S. achieve their financial and life goals for over 40 years. Through a commitment to understanding your interests, passions, and personal situation, we provide services which go above and beyond mere financial advice and guidance.
The group is led by Joseph Flotteron, Steven Walker, Harish Pasupuleti, and Matthew Flotteron. Our focus areas include not only successful individuals, but also family foundations, business enterprises and professional practices . Each member of our seven-person team focuses on the unique needs of our clients and we frequently provide guidance on a wide range of financial matters, including financial planning, investment management, business management/sales, institutional retirement, philanthropy, educational funding, retirement planning, and generational wealth planning.
Our clients have entrusted us with over $900 million of client balances as of 12/31/2023 and we are proud that many of our client relationships date back over four decades. We provide a boutique feel while leveraging the scale of Merrill's investment resources and Bank of America's banking solutions.
New clients to our group typically have $1,000,000+ of investable assets and are seeking consolidated and a comprehensive approach to wealth management strategies.
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.
