The Tyndal Group
We are planners. Our financial planning conversations are driven by what is personally meaningful to our clients, and we work closely to educate and counsel on any financial decision they are presented with.
We are connectors. Referring our clients to the services, resources, and people within Bank of America and Merrill that can best help them accomplish goals and simplify their financial lives.
We are collaborators. Communication with our clients first, and their circle of trusted advisors so that our advice can be effective and specific for their needs.
Our mission is to align your families' personal, financial, and business goals. To deliver on this mission, our team has designed an interactive planning process that begins with understanding your current financial position and evolves as your family evolves.
CEPA®, CFP®, CPFA™, CPWA®, CTFA
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.
