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Merrill lynch

The Fazio & Wilson Group

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Merrill Lynch
Wealth Management


We develop long-term relationships grounded in caring and trust, helping multiple generations of families distill the complexities of wealth. We welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your aspirations.

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Welcome

The Fazio & Wilson Group is committed to helping clients pursue their goals effectively and efficiently. We devote significant time and resources to every relationship. Our team develops and implements complex wealth management strategies tailored to clients' individual objectives.

We foster long-lasting relationships spanning multiple generations. We view every client interaction as an opportunity to listen and learn. Each client is different, and our team is dedicated to providing the highest level of communication and service.

Wealth presents both opportunities and challenges. We aim to simplify your life so that you can focus on the things that are most important to you and your family.

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Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships, taking the time to understand your most important priorities. Drawing on the resources and insights of a global financial institution to create strategies that reflect your aspirations. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Our Approach

Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America offers a way for clients to manage all pieces of their financial lives.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Kathleen Torchen Wilson

Forbes "Best-in-State Wealth Advisors" 2021, 2022, and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "Top Next-Generation Wealth Advisors" 2020 and 2021
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2019-2021
Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.

Jeffrey R Fazio

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 9, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Best-in-State Wealth Advisors" 2021, 2022, and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

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.

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.

Hazel Zaldivar

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #767106

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.