Bolton and Associates Wealth Management Group
Merrill Lynch Wealth Management
6060 Poplar Ave
Memphis, TN 38119
(901) 756.2073
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Mission Statement
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.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Kelly Bolton
Managing Director, Senior Financial Advisor
Working Mother's "Top Wealth Adviser Moms", 2020-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "America's Top Women Wealth Advisors", 2021
(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Bolton and Associates Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

With over 175 years of combined industry experience, Bolton and Associates has developed a keen understanding of wealth management. The knowledge obtained through our years of experience has led to our tailored holistic approach to wealth planning. We collaborate with clients to develop a strategy that is designed to meet their individual financial goals. Bolton and Associates also works closely with many small businesses, corporations, medical groups and non-profit organizations to assist with their complex needs and ever changing structure.

We strongly believe that this approach coupled with Merrill's service offerings, resources and research* has enabled us to provide clients with value-added service and results. We welcome the opportunity to provide you with this high level of service and client commitment.

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Meet Our Team
Kelly Bolton,

CPFA™

Managing Director, Senior Financial Advisor
901.756.2073
Stephanie McEver
First Vice President, Senior Financial Advisor
901.756.2042
Meggan Glass,

AWMA™

Assistant Vice President, Wealth Management Specialist
901.756.2038
Cheryl A. Dye
Officer, Registered Wealth Management Client Associate
901.756.2002
Lisa A. Ravlija
Registered Wealth Management Client Associate
901.756.2112
Sally Chandler
Registered Wealth Management Client Associate
901.756.2022
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.
Joshua H Jasien
Market Linked Investments Specialist
Bank of America, N.A.
Jason T. Viglianti
Associate Investment Advisory Specialist
Merrill
Jeremy Rumpf
Employee Benefits Specialist
Bank of America, N.A.
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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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.