The Tyndal Group

Merrill Lynch Wealth Management
222 2nd Ave S
Nashville, TN 37201
(615) 747.5606
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To deliver intentional wealth planning & financial strategies for the families, individuals and institutions that we serve.
The Tyndal Group
Welcome

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.

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Meet The Tyndal Group
About Us
Welcome

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.

Wednesday, April 24th 2024
People care about elections. Markets don't.
Thursday, August 22nd 2024| 12:00 PM
Perspectives on Artificial Intelligence
Meet Our Team
Mat Tyndal,

CEPA®, CFP®, CPFA™, CPWA®, CTFA

Vice President, Wealth Management Advisor
615.747.5606
Thomas Panagon,

CEPA®, CFP®, CPFA™

Vice President, Financial Advisor
615.747.5702
Fran Aboushousha,

CEPA®, CFP®

Financial Advisor
615.747.5639
Kelli Roggensack,

CFP®

Officer, Registered Private Wealth Client Associate
615.747.5648
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.
Michael Harper
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1325576
Michael Duffy
Private Wealth Strategies Advisor
Jason T. Viglianti
Associate Investment Advisory Specialist
Merrill
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.