Delivering Merrill's global footprint through a boutique culture, The Hill Country Group at Merrill lives out our mission every day, to shift the paradigm around financial planning and redefine wealth management. Our team has over 100 years of experience with the world's top financial institutions, including JP Morgan, Wells Fargo, UBS, Fidelity, US Bank, Edward Jones, Morgan Stanley, and now Merrill. Utilizing the best-practices from each, we crafted a top-down, process-driven system that fuels our proactive approach to financial planning, implementation, ongoing service and support.
Our team holds the prestigious Merrill Institutional Consultant (MIC) designation, awarded to fewer than 120 advisors at Merrill. This distinction underscores our ability to deliver tailored, sophisticated financial strategies for institutions, high net worth families and business owners pursuing any meaningful transaction.
THCG was built with intention from the ground up, seeking out first round draft picks to lead each critical discipline in a holistic wealth managment framework. Our clients benefit from the collaboration across the verticals, with the following team members leading:
The Wealth Management industry has gone through a number of major paradigm shifts in the 21st century including the rise of financial planning, the shift from brokerage to advisory business, active management via mutual funds to passive indexing through ETFs. Today, our team continues to harness change:
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.