The Milner Group
Welcome
Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.
We would also like to welcome our newest memeber of the The Milner Group, Matt Williams. After working for nineteen years in the lending industry, fifteen of those with Bank of America, Matt made a career decision. He decided to move to Merrill Lynch Wealth Management. Why the change? He felt strongly that Merrill® offered him everything he was looking for in a long-term career in which he could help clients pursue their financial objectives and dreams—including a goals-based wealth management process, access to global resources, innovative technology, and services that he believes could enhance the ability of clients to pursue what matters most to them. Matt has a BBA degree with a major in Marketing from Baylor University. He currently lives in Dallas with his wife and two daughters.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
