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The Clarke Group

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Merrill Lynch

The Clarke Group

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Merrill Lynch
Wealth Management

Our team is dedicated to helping people realize their goals. We believe every client deserves the highest level of personalized care. With the global resources of Merrill, we’ll place you at the center of the wealth process as we work together to design and implement customized strategies.

The Clarke Group

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Welcome

The Clarke Group helps individuals and families articulate their personal and financial goals and creates strategies to achieve them. 

As James points out, “We help our clients organize their financial lives so they can focus on what matters most to them.   They deserve to spend time on their personal and business priorities knowing that we’ve implemented thoughtful long-term plans for them.”

The Clarke Group conducts a thorough analysis of each client’s financial situation and explores with them their objectives for the future.

“We want to make sure we’ve gathered all the relevant information from clients before providing advice or making recommendations,” Britta says.  “The customized guidance we offer is based on the unique circumstances of each client.”

Our clients’ environmental, social, and governance (ESG) causes are important to us. Merrill Lynch Wealth Management is a leader in the research and implementation of impact investing. Our team can educate and help you invest according to your value system.

Our practice includes retired executives, entrepreneurs with significant equity positions, attorneys, ultra-high net worth families, and family offices.  For clients with investment entities residing abroad, James maintains international advisory experience for select jurisdictions.

*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.



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We believe clear communication with client families is critical and encourage involving both spouses and grown children in the process.  Our clients deserve a superior level of advice and attention, and they expect transparency and accountability.  These principles serve as the foundation of the enduring relationships we’ve built.  That’s why we take a holistic approach with the aim of building client relationships around people, not portfolios.

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Our goals-based approach utilizes the global resources at Merrill Lynch Wealth Management and Bank of America to deliver a customized wealth management strategy for your specific needs.  We believe the best financial strategy is the one that helps you pursue your goals.  That's why, right from the beginning, we talk about your aspirations and passions and encourage you to share with us concerns and questions you might have.  By gaining a deeper understanding of your goals and how you think and feel about investing, we will develop the financial strategy tailored just for you.

Teamwork is important to us.  We work together with your CPAs and attorneys to align tax minimization and estate planning strategies.

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Our process is designed to deliver a personalized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management.  We provide access to the full array of banking and lending solutions through Bank of America while also serving as a highly experienced private wealth management firm.  We help clients manage all aspects of their financial lives such as portfolio management, retirement savings, life and health insurance, trust and estate services, philanthropic endeavors, etc.  We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.  Transparency and accountability are of the highest importance to us - we will provide you with a clear and complete picture of your financial life and keep you updated through regular reviews and check-ins.  We also recognize that your circumstances will change over time as your life evolves.  We will make updates to your customized financial strategies so you can stay on your path towards achieving your long-term goals.

Meet the 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.

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

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically 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.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.

      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.