Your wealth reflects your hard work, sacrifices, and hopes for the future—entrusting its management is a deeply personal and meaningful decision. At The Fecel Team, we recognize the importance of this trust and are committed to upholding it.
With over 75 years of combined experience, our multigenerational team is proud to serve accomplished individuals and families who have earned their success through hard work and dedication. We continue this legacy by offering personalized advice, clear communication, and unwavering attention to detail—all intending to simplify your life and help you pursue what matters most.
For business owners, we understand that your wealth is often closely tied to the future of your enterprise. That’s why our comprehensive approach analyzes your full financial picture. Whether you're thinking about selling your business or passing it on to the next generation, we facilitate strategic conversations to support your objectives. Our focus is on creating a strong financial foundation and incorporating tax-efficient strategies and sustainable cash flow management to make the process smoother, less stressful, and more personally and financially rewarding.
Whether your goals involve building, preserving, or transitioning your wealth, we take the time to deeply understand your unique personal and professional priorities across generations. Our guidance is designed to help you navigate the complexities and opportunities that come with significant wealth, always keeping your needs and interests at the center of everything we do.
We invite you to discover how The Fecel Team delivers a distinctive client experience—built on trust, collaboration, and a steadfast commitment to helping you achieve your goals today and for the future.
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.
CFP®, CPFA®, CPM®
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.