McBride & Associates was formed as a wealth management team at Merrill Lynch Wealth Management in 1998 with a simple yet vital idea: clients must always come first. Since then, our experience and our team has grown substantially, but our goal has never changed. We still exist - as we always have - to help clients visualize their financial goals so they can purse their life's dreams.
Our advice and guidance are grounded by a focus on your goals and priorities, and helping you reach your goals. Merrill's strategic, planning-based process places you, the investor, at the center of attention, not the market. The process begins by carefully listening to you, understanding your unique concerns, priorities, risk tolerance, time horizon, liquidity needs, and goals. From there, the team will work with you to develop a customized strategy that connects your personal, professional and business goals. Over time, we'll meet to track progress to your goals and make any necessary adjustments to help keep your plan on track.
CAP®,CFP®,CIMA®,CPWA®,SE-AWMA™
CAP®, CEPA®, CFP®, CRPC™
CFP®, 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.
