Shearer & Reed Wealth Management Team
We bring shared ideas and resources to clients, offering a goals-based wealth management approach that puts our clients, rather than the market, at the center of the wealth management process. We help identify and prioritize clients’ goals and then provide access to the global investing resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America to address them. These goals might include planning for and funding children’s or grandchildren’s educations, helping to ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then develop a financial strategy aligned with those goals.
We bring shared ideas and resources to clients, offering a goals-based wealth management approach that puts our clients, rather than the market, at the center of the wealth management process. We help identify and prioritize clients' goals and then provide access to the global investing resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America to address them. These goals might include planning for and funding children's or grandchildren's educations, helping to ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then develop a financial strategy aligned with those goals.
"Our team approach allows us to work together to address our clients' most complex needs" - Mike Shearer, CFP
AWMA™, CRPC™
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.
