Bachelor of Science - Finance

Travis Mudd - Financial Advisor in Saint Louis, MO | WiserAdvisor.com

Our team is distinctive in its focus and its depth. We work with an elite group of clients who encounter opportunities and complexities as a result of wealth. We have built our team to respond to the particular needs of clients, from large-scale issues like portfolio management, tax minimization, and estate planning strategies, to day-to-day issues like bill paying and account organization. We relish the opportunity to streamline clients' financial lives so that they can focus on the family and business pursuits they find most rewarding.

Merrill Lynch

Our team provides ongoing comprehensive financial advice and 
consultation for our clients.  Our firm provides important 
oversight and fiduciary services for our clients as well as 
world-class investment and banking services.

At Merrill, we believe that your investments should be a reflection of you  your life, your priorities, your goals. One of the investment approaches available to you is the Merrill Lynch Investment Advisory Program.

If the Merrill Lynch Investment Advisory Program is right for you, you will have access to personalized advice through your dedicated advisor. It offers you:

A broad selection of investment solutions, including individual funds, equities and fixed income securities
Access to strategies managed by us and from approved investment managers
Ongoing monitoring of your investment advisory account
Choice to maintain control of day-to-day investment decisions or delegate them to your advisor, Merrill or a third-party investment manager
A customized and negotiated annual fee, based on your assets
Access to tax efficient management overlay services we make available for eligible investment strategies, which seek to maximize the after-tax value of investments held in a taxable account

As Your Merrill advisor TJ will first help you to define the purpose of your wealth and then design and build a plan to help you achieve it. Here's what our process looks like:

Discovery
The most effective plan is the result of a trusting relationship, so we need to learn what matters most to you. It's more than just one conversationit's a sharing, over time, of your values, life circumstances, family obligations and the causes that matter to you. Together, we'll identify the goals you want to move toward.

Create a personalized plan
We'll identify specific solutions aligned with your goals and prioritize what to implement and when. If you have other professionals you rely on, such as an attorney or accountant, we'll consult with them to ensure all of us are moving in the same direction.

Monitor and revise
Your life isn't static, so neither is your plan. We'll monitor your plan continuously. As your circumstances evolvea career change, a new child, an unforeseen health challenge, for examplewe'll adjust accordingly.

Get the tax benefits and flexibility you need to save for college
Whether you're investing for a child, grandchild or even yourself, a 529 plan offers tax advantages, diverse investment options and high contribution limits to help you save for future higher education 

May be a good move for...
Tax-free growth potential
Federal (and often state) tax-free withdrawals for qualified higher education expenses1,2
Maintaining control over the account
Making contributions without age or income restrictions

Paladin Research Report For:

Travis Mudd

Merrill Lynch

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