The Wilson Group & Associates

Our team brings financial services experience and knowledge to the mission of helping you meet your goals. We devote the time, market knowledge, and resources necessary to gain an in-depth understanding of your personal priorities and financial situations.

Fostering relationships that allow us to serve our clients across generations is important to us, and we strive to remain a constant in their lives. We see every interaction as an opportunity to listen, learn, and help navigate life's challenges.

We have a deep commitment to the communities in which we live and work, and actively volunteer with numerous social and environmental organizations. Acting as a conduit between those who can affect change and those who want change, our goal is to make our communities better places to live, raise families, and work. We bring that same commitment to our client relationships, helping them fulfill their financial and personal goals.

Our team believes that true financial success is achieved when your portfolio enables you to reach your goals. We believe that reaching those goals can achieved with investments that reflect your values.

In addition to holding companies accountable for earning a profit, a growing number of our clients want investments that represent responsible corporate behavior and sustainable competitive advantages. We evaluate a company's traditional financial qualities, plus seek to invest in those businesses that pursue responsible approaches to the environmental, social, and corporate governance (ESG) challenges our world faces. Our commitment to sustainable investing helps our clients create positive change while generating positive financial returns over the long term.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Our team believes that true financial success is achieved when your portfolio enables you to reach your goals. We believe that reaching those goals can achieved with investments that reflect your values.

In addition to holding companies accountable for earning a profit, a growing number of our clients want investments that represent responsible corporate behavior and sustainable competitive advantages. We evaluate a company's traditional financial qualities, plus seek to invest in those businesses that pursue responsible approaches to the environmental, social, and corporate governance (ESG) challenges our world faces. Our commitment to sustainable investing helps our clients create positive change while generating positive financial returns over the long term.

*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Women today live longer, spend more years in retirement, and face health care costs that are increasing faster than previous generations. These challenges are amplified further because of the multiple roles as part of the "Sandwich Generation". Many women work full time while raising a family and caring for aging parents and other family members. Additionally, women are increasingly responsible for their day-to-day finances and retirement planning.

Our diverse team has a nuanced understanding of the needs of women, many of whom will take full responsibility for their finances due to being sole income earner, divorced, or outliving their spouse. Our role is to help our clients successfully navigate these challenges, take charge of their financial well-being, and give them the confidence to embrace their future.

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.

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

• Your goals, concerns and attitude about investing are the foundation of your plan.
• We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
• We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

• Bank of America specialists, such as mortgage or trust professionals
• Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
• A full suite of Merrill investing and Bank of America banking solutions

¹_{BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").}