Merrill Lynch - Cody Scriver
•We believe that you should be fully involved in the wealth management process. Instead of simply starting a client relationship with an investment-focused discussion, we begin with an assessment that helps us determine your investment personality. That information helps us identify and address individual goals that we think are personally meaningful to you. With a better understanding of how you feel about investing, we can help you decide how to make the most of your financial resources so you can pursue your specific goals.
•We’re committed to helping you work through issues and identify opportunities. We encourage you to make difficult decisions you may have been avoiding, perhaps trading off one goal for another, depending on your priorities and investible income. We prize transparency, and we help establish realistic expectations as we review the risks as well as the potential rewards of each goal strategy with you. We work as a team so that you may benefit from the knowledge and insight of our entire group.
Cody Scriver has been working at Merrill Lynch since 2015.