The Tarpley Group

Merrill Lynch Wealth Management
6950 Tpc Dr
McKinney, TX 75070
(972) 369-1949
Learn more about an advisor's background on
The Tarpley Group strives to have a systemic practice that provides an efficient and proactive service model, delivering a rewarding experience for clients.  With this experience clients will want to tell their friends and family about us sending us referrals.  We desire for all team members to be involved in the community and proactively solicit prospects that fit into our practice.  Our practice is completely scalable allowing our team to continue to grow while still providing the same level of service, adding team members when necessary.  We provide a tremendous intrinsic and extrinsic value to our clients through our service and knowledge.
The Tarpley Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Allison Tarpley
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Women Wealth Advisors Ranking", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
About Us
Welcome

At The Tarpley Group our clients come first. The years of experience on our team, the educational training and professional development, along with the broad resources available from one of the largest wealth management firms in the country at Merrill, allow us to provide a comprehensive approach to clients wealth management needs. Located in the heart of Collin County, our practice is not limited to the specific investments of our clients but encompasses their entire financial picture from education planning, retirement, long term care insurance, estate planning services, generational planning, and insurance needs. We also focus on 401Ks, Cash Balance Plans, Pension Plans, and other small business retirement planning.

Meet Our Team
Allison Tarpley,

CFP®,CPFA™

Senior Vice President, Senior Resident Director - Wealth Management Advisor
972.369.1949
Alexander Epps
Senior Financial Advisor
972.369.1953
Amy Crue
Registered Wealth Management Client Associate
972.369.1944
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.
Elizabeth Morris
Employee Benefits Specialist
Joyce M. Cortez
Wealth Management Banking Specialist
Lisa C. Gratz
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #536196
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.