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Big changes in healthcare — will they change your financial life? Contact Us. Contact Us Request Appointment. Meet Our Team Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Russell began his career in the financial services industry in as a financial advisor focusing on professionally managed assets. Very family oriented, Russell and Lana are thrilled that their two adult children and grandchildren live nearby.
He works closely with high net worth clients to assess their financial goals and provide tailored, strategic investment strategies.
Chace Langford Senior Wealth Planner April joined Merrill Lynch Wealth Management in She handles all aspects of service and administration with clients and their accounts. Kathi is a St Louis native that relocated to Grapevine, Texas in She has 2 children and 3 granddaughters that she loves to spend time with. She also is active in an animal welfare and rescue group she founded; and enjoys reading, gardening and trying new restaurants.
Kathi has been with Merrill since Upon receiving his degrees, he gained valuable experience with a big 4 accounting firm before joining the Holley and Associates team. Hayden moved to the financial services industry because of his love of relationships and dedication to helping families reach their financial goals.
He comes on as a Team Financial Advisor and will closely work with existing clients while focusing on business development. Hayden Holley Financial Advisor View All. Additional Resources The following specialists do not make securities recommendations. Where do we begin? It starts with you. Welcome Our mission is to understand you and what matters most to you. Philosophy We believe the best financial approach is the one that helps you pursue your goals.
Approach We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Capabilities Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments.
Health: Managing healthcare expenses, now and in the future Home: Upsizing, downsizing, remodeling or buying a vacation home Family: Taking care of your family and other people in your life Leisure: Spending your free time in meaningful ways Giving: Volunteering, mentoring others and giving to charities Work: Working in retirement, selling or starting a business Finance: Bringing it all together and defining your financial goals This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice.
Your approach to investing Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences.
Understanding your goals and priorities Your life and goals change. Create a plan that is all about you. Learn more. Your Financial Approach We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. Staying on Track We understand that both your life and the financial markets can change over time. Transcript of Video. Request Appointment. How much to spend on leisure in retirement?
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Sign Up for Perspectives Monthly E-Newsletter Perspectives Newsletter Get the latest investment insights, tips and strategies to help you live your best financial life. Myiesha Taylor is a board-certified emergency medicine physician specialist and a fellow of the American College of Emergency Physicians. She graduated from Xavier University of Louisiana with summa cum laude with a Bachelor of Science degree in chemistry, and subsequently attended the University of Southern California Keck School of Medicine obtaining her medical degree MD.
She chose emergency medicine as a specialty after the untimely death of her father who was shot and killed during the civil unrest sparked by the Rodney King trial verdict in Refine Your Search Results. Harvey Earl Schultz. Resides in Merkel, TX. Includes Address 11 Phone 1.
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