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Wealth Management
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation. Merrill Lynch makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofATM Global Capital Management. Investment products provided: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.
Our approach
We help you make educated financial decisions that are based on economics rather than emotions. Ryan W. Tyler, CFA, CFP, CIMA
Wealth Management Advisor
Our process
The Wealth Management Process is essential to helping you identify goals and craft strategies you can use to pursue them. Cliff Tyler, CFM
First Vice PresidentInvestments Wealth Management Advisor Portfolio Manager, PIA Program
Spotting opportunity
When selecting third-party investment managers, we look for performance over the long termwhich we feel indicates skill as opposed to luckand then do a further level of review to make sure they share our investment philosophy. Ryan W. Tyler, CFA, CFP, CIMA
Wealth Management Advisor
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Travis Haines
Client Associate
Travis joined Merrill Lynch in 1996 and performs a variety of important administrative functions for the team, including research forand the development ofclient presentations, trade and settlement reconciliations, account documentation and other administrative needs. His professionalism, integrity and focus on helping clients are indicative of how The Tyler Group approaches client relationships. Travis has been a deacon in his church for the past eight years. He teaches Sunday school, is involved in the youth program and takes mission trips on behalf of his parish. He and his wife, Tonya, live in Whitesburg, Georgia, with their two children, Trenton and Taylor. They enjoy taking retreats to Panama City and West Virginia, and skiing.
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Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their tax and legal professionals. Merrill Lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining a service or services to select. Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets. The bull symbol and Merrill Lynch Wealth Management are trademarks of Bank of America Corporation.
L-05-11 Merrill Lynch Personal Investment Advisory is a registered trademark of Bank of America Corporation. Chartered Financial Analyst and CFA are registered trademarks of the CFA Institute. CERTIFIED FINANCIAL PLANNERTM and CFP are certification marks owned by Certified Financial Planner Board of Standards, Inc., and are awarded to individuals who successfully complete CFP Boards initial and ongoing certification requirements. Certified Investment Management Analyst is a service mark and CIMA is a registered service mark of Investment Management Consultants Association, Inc. 2011 Bank of America Corporation. All rights reserved. MLWM-11-01296_brochure ART023Z4
11/2011