Tyler Sutherland joined Merrill Lynch Wealth Management in 2016. He organized his wealth management practice specifically designed to cater to financial needs and priorities of business owners and high-net-worth individuals. Together with a team of specialists, he offers his knowledge, experience and resources to advance beyond the basic needs of investment management by customizing strategies for life's major moments. Tyler holds the CERTIFIED EXIT PLANNING ADVISOR (CEPA®) designation and works closely with business owners to understand the current value of their business, how that value plays into the business owner's long term financial goals, and what steps need to be taken in order to help achieve the financial life they desire after transition of the business. He is proficient in the Value Acceleration Methodology for business owners, retirement and tax mitigation strategies, appropriate financing solutions, charitable donations, and portfolio construction and management based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals.
He attended the University of Phoenix, where he studied business. He holds the FINRA series 7 and 66 registrations and is an active registrant through the Nationwide Mortgage Licensing System (NMLS ID: 305087). Earned the Certified Exit Planning Advisor (CEPA®) designation. Awarded the Merrill Insurance Accreditation Program (IAP) title, he is experienced in both estate and wealth transfer planning strategies.
Tyler resides in Cottonwood Heights and enjoys boating, mountain biking, hiking, canyoneering, watching his son play lacrosse and being together with his three children and two grand children.
*Financing Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
