The McCracken Salazar Bhakta Group

The McCracken Salazar Bhakta Group has over 100 years combined of financial markets experience, and clients have entrusted us with approximately $656 million in assets as of January 1, 2024. Our primary goal is to understand clients and help them achieve their goals. Once we understand their financial situation and needs, we use our group knowledge and experience to provide available strategies. These services go beyond investments and include life insurance, education planning, retirement planning, and estate planning services as well as credit and lending services from Bank of America, N.A.

Our group also has knowledge and experience in helping individuals with concentrated stock positions. We offer these clients diversification strategies and utilize options to generate income and/or reduce risk.

We believe clients benefit from our in-depth Wall Street institutional fixed income experience. This experience allows us to give clients that are looking to diversify away from the stock market advice on fixed income instruments and individual bonds.

Our group also gives clients the ability to choose between having discretionary and/or non-discretionary accounts. A discretionary account passes the day to day decision making to our group freeing clients with time and energy to focus on their daily routines. 

Our group includes two service associates whose mission is to enhance the client experience and integrate banking services from Bank of America, N.A.


* Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.