The Bradley Group at Merrill was founded with the goal of delivering the vast resources and pre-eminent services of one of the world’s most prestigious wealth management firms.
By taking a more holistic approach to the wealth management process, our group aims to assist clients in every aspect of their financial lives. We strive to keep clients focused on where they want to go, advise them on how to get there, and continually emphasize the importance of maintaining a long-term disciplined approach to realizing their dreams.
We make every effort to provide an exemplary level of service and world-class advice to all clients. Our ultimate objective is to become a lifetime and essential resource to those who have entrusted us with their financial well-being.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
