PROFESSIONAL PROFILE
To provide their high net-worth clients with an exceptional level of advice and service, a team of professionals at Merrill Lynch have chosen to align themselves within The Pick Group. Due to the complexity present within the financial picture of a high net-worth family or successful business, The Pick Group has been formed with individuals that concentrate on different aspects of a client’s financial relationship with Merrill Lynch.
The members of The Pick Group firmly believe the cornerstone of a successful relationship with clients begins with developing a financial portfolio that is representative of each client’s unique goals and desires. Through developing a detailed strategy, all aspects of a client’s financial life are taken in to account. An investment portfolio is built around an appropriate asset allocation model representative of the client’s objectives and risk tolerance. This investment portfolio is reviewed on a systematic basis and, as needed, redirected to reflect changes in the financial markets and changes in a client’s goals. The financial planning process that is implemented by The Pick Group is customized based upon the unique needs and circumstances of each relationship. By teaming the resources of Merrill Lynch / Bank of America with the experiences and backgrounds of the members of The Pick Group, a client’s overall financial relationship is enhanced.
It is the belief of this team that the key to a successful relationship between a client and his/her advisors is the trust that is developed. This team realizes that trust is not given but earned over time through treating each client’s unique set of goals and desires as if they were their own.
Brian C. Pick, CFP®
Vice-President
Wealth Management Advisor
As the chief strategist of The Pick Group, Vice President Brian Pick has been serving his clients at Merrill Lynch in Williamsport since 1996. Brian has illustrated his commitment to education through acquiring the Certified Financial Planner certification, awarded by the Certified Financial Planner Board of Standards Inc. In addition, he serves as a Portfolio Manager within the PIA Program. He is active in the community, serving on the boards of the Eastern Lycoming YMCA and Leadership Lycoming, as well as coaching various sports teams in which his boys are involved. He also is focused on the activity surrounding the development of the Marcellus Shale natural gas formation through his involvement in the Appalachia chapter of NARO. In his free time, you will find Brian pursuing all types of outdoor activities with his family. Brian resides near Elimsport with his wife Dana and sons, Logan and Weston.
Michael Bridgham
Financial Advisor
Mike has been with Merrill Lynch since early 2007 after over 20 years in finance and accounting fields where he held leadership positions with a variety of businesses and organizations. A graduate of both Frostburg State and Mansfield Universities, Mike holds degrees in both Finance and Accounting. Mike is actively involved with community organizations and serves on the boards of the Western Bradford Development Corporation, Troy Little League and is Past President and Treasurer of the Troy Lions Club. He also has been involved with the activities of the Bradford County Natural Gas Advisory Committee. Mike lives in Troy with his wife Allyson and daughters, Lindsey and Kelly.
Cindy B. Bauman
Client Associate
Client Associate Cindy Bauman began her career at Merrill in January of 2000. Cindy has a great deal of interaction with all clients of The Pick Group. In addition to answering clients’ day-to-day needs and inquiries, she also ensures that our clients are exposed to all services that are available such as Merrill Lynch On-Line, direct depositing, banking services and many other capabilities. Prior to joining Merrill Lynch, Cindy owned her own business in Bloomsburg. When not in the office, you will find Cindy gardening, fishing or visiting her children, Jenna and Kyle, who live in the area. Cindy resides in Linden with her fiancé, Dale.
Marty Marty
Client Associate
Marty joined Merrill Lynch in July of 2007 after moving into the Williamsport community from Springfield, Missouri. Marty coordinates the various educational workshops and other events that The Pick Group will host throughout the course of the year. She also uses Merrill Lynch technology to generate various financial reports and client reviews for Brian and Mike. Marty retired from Missouri State University with distinguished emeritus status as a Department Head and Director, concurrently teaching upper-level leadership courses. Prior to Marty’s higher education career, she enjoyed thirty years as an Army wife, coordinating and training multiple volunteer and crisis management groups. Her husband, Retired Major General Fred Marty, currently serves as Lycoming County Administrator.