Managing wealth is more than just investments and assets. It’s the ability to take care of loved ones, to navigate through the different stages of life, to reduce worry, and to lead a more fulfilling life.
The Fox Group understands that mindset.
Our team has been taking care of families at Merrill since 1981. We believe we’ve created a different kind of culture:
Our team founder, Jim Fox, established our team with a vision in mind: “We go the extra mile for clients. And we’re there for them, helping them solve problems, remove obstacles, and showing them how much we care about them.”
Today, Jim’s son, Mike Fox, leads our team with the same qualities: integrity, character, and a desire to foster positive long-term outcomes for each family. Our team understands families because we are one ourselves—5 members strong, spanning 3 generations.
We’re proud to have gained national recognition for our work:
J. Michael Fox
Together, we look to create an exceptional client experience, helping clients take positive action toward more purposeful and satisfying financial lives.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.Clients come to us from diverse backgrounds, professions, and geographies:
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.