Duo teamed up to form financial planning group at Merrill Lynch - Houston Business Journal - PowerPoint PPT Presentation

View by Category
About This Presentation
Title:

Duo teamed up to form financial planning group at Merrill Lynch - Houston Business Journal

Description:

“Now they can put their toes in the water,” said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch. – PowerPoint PPT presentation

Number of Views:242

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: Duo teamed up to form financial planning group at Merrill Lynch - Houston Business Journal


1
Duo teamed up to form financial planning group at
Merrill Lynch - Houston Business Journal
  • The Tyler Group

2
http//www.bizjournals.com/houston/print-edition/2
012/06/15/duo-teamed-up-to-form-financial.html
3
For financial adviser John Tyler, the past two to
three years have brought a slow return to
normalcy.
4
As the recession unfolded, discussions about
whether the financial system will collapse are
largely behind Tyler who says his clients can now
afford to think much more rationally, take risk
and expect returns. But the investors went
through a long, trying mental process to get
there, he said.
5
Now they can put their toes in the water, said
Tyler, vice president and financial adviser at
Houston-based Hulburd/Tyler Group, a wealth
management practice under the private banking and
investment group at Merrill Lynch.
6
That might come in the form of some high-quality
fixed income, some high-quality municipal bonds.
Were now to the point where theyre starting to
think about high quality equities that are going
to pay them in dividend.
7
Tyler, a 7-year veteran of the financial advisory
business, joined Merrill Lynch three years ago
when he partnered withJim Hulburd to form the
Hulburd/Tyler Group in November 2009. The wealth
managers average 23 clients each and manage
between 25 million and 50 million per client.
8
The Hulburd/Tyler Group typically has two
categories of clients, energy or technology
executives and business owners, Tyler said. For
C-suite executives, the group can deal with
concentrated stock issues, help them create
liquidity and perform other wealth advisory
functions. For closely held businesses, the duo
helps them through a process to understand
whether they can sell their business or walks
them through a process that teaches them what it
means to run the business with longer-term
investment goals in mind.
9
Our experience in planning and executing things
is as good as anyone in the industry, he said.
About PowerShow.com