The McCannon, Dyer & Coleman Group is a wealth management advisory team of skilled industry professionals with over 115 years of combined experience. Together, we engage affluent individuals and families in a full-service wealth management experience focused on helping them preserve, enhance and transfer their wealth. The long-lasting relationships we’ve developed with multiple generations of families are based on hard work, transparency, mutual understanding, and respect.
Over the years, we’ve guided clients through a variety of markets and provided them with a familiar place they can turn to during both good and tough times. We understand that life, especially the financial aspects, is dynamic and, at times, complex. Our goal is to help clients simplify it.
We are proud of our longevity with Merrill and each other, which we attest to our discipline, process, and smooth operations. Each of our members fills a critical role in your success and overall experience with us. We combine our diverse talents and resources as we look at your situations from various viewpoints to help you create informed strategies to pursue your goals.
Accessibility and responsiveness are central to our thoughtful client service approach. You can expect clear communications and frequent contact with us about your portfolios, market developments, and new strategies or approaches we think you may wish to consider.
At the McCannon, Dyer & Coleman Group, we are committed to going beyond traditional investment management and seek to help integrate the various elements of your financial life. Our mission is to earn your trust through open and clear communication, objective advice, hard work and a genuine concern for your overall financial well-being.
Backed by the banking convenience of Bank of America and the investment insights of Merrill Lynch Wealth Management, we can provide strategies that encompass every aspect of your financial life, target your unique situation and emphasize your specific goals and objectives.
- Estate planning services, including wealth transfer, charitable giving and trusts
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- Retirement planning services
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- Solutions for business, such as liquidity and cash management succession planning
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- Credit and lending, including home and business financing
For us, wealth management is a team effort in which our clients are active and crucial participants. Our collaboration extends to specialists from around the Firm, and with your permission, to your other trusted advisors, including your attorneys and tax professionals.
While we can serve you in many ways, we have one over-arching goal: to help you manage your financial well-being today and tomorrow.
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.
