Butterworth Ard Wealth Management Group Team Photo

Butterworth Ard Wealth Management Group

Merrill Lynch Wealth Management

3700 N Capital Of Texas Hwy
Austin, TX 78746
(512) 712.1512
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Our mission is to help you with the complexities of your financial life, so that you can devote more time and energy to the activities that are the most meaningful to you. We strive to help you preserve the wealth you need to support yourself and your family today and to create a legacy for the future. We believe that our commitment to hard work, respect and personalized service are the reasons we have developed long-lasting client relationships, some of which span nearly 25 years.
Butterworth Ard Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Over the past quarter century, we have weathered a variety of economic cycles. We understand the importance of maintaining a disciplined approach to help you address short-term market distractions and make thoughtful decisions based on your risk tolerance, time horizon, liquidity needs and overall investment goals. Rather than chase high returns, our goal is to help you preserve the wealth you need to support yourself and your family today and to create a legacy for the future.

Recognition
Sam Butterworth
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Philosophy

We place the utmost importance on achieving the proactive calculation and minimization of risk. This includes the ongoing calculation and evaluation of the risks of specific investments, the overall economy, and the impact of risk upon every portfolio on a technical and fundamental basis. The goal of our approach is to strive to capture as much of the upside as possible when conditions are right and preserve investments in the downturns.

Our strategy relies on three critical components:

  • Discipline – We integrate Merrill's quantitative, rules-driven approach to determine equity, real asset, and fixed income weightings. We do not act on emotion.
  • Risk Management – We have a systematic "exit strategy" to reduce risk exposure under extreme market circumstances. Risk management is our primary goal.
  • Transparency – We have a clear understanding of our holdings, including how each performs in up markets, and more importantly, in down markets.
Meet Our Team
Sam Butterworth
Senior Vice President, Wealth Management Advisor
512.712.1534
John Ard,

CFP®

Vice President, Wealth Management Advisor
512.712.1530
Justin Rodriguez,

CFP®

Vice President, Financial Advisor
512.795.2189
Abraham Choi
Assistant Vice President, Senior Financial Advisor
512.795.2506
Tiffany N Contreras,

CRPC™

Assistant Vice President, Wealth Management Specialist
512.712.1512
Allison E Hendrickson
Wealth Management Client Associate - Resident Director Assistant
512.795.2197
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Merrill Lynch Logo
Gina Fulgencio
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Erron G Wilson
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #620175
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.