PROFESSIONAL PROFILE

MISSION STATEMENT

The Winter-Taylor Group draws upon its extensive and diverse experiences to provide its high net worth clientele with customized wealth management strategies and service.

PROFESSIONAL PROFILE

Why do clients do business with us?

The Winter-Taylor Group devotes personal attention to each client. We offer the tailored advice, strategic investment and customized service that is usually expected only from boutique investment firms. We serve affluent and established clients in twenty three states – including corporate executives, small business owners, attorneys, physicians, retirees and many individuals in private equity.

We understand that each individual has a unique situation with varying experiences and specific objectives. The team invests time and resources at the beginning of each relationship in order to ensure that both short and long-term plans are addressed and to ensure that expectations are clarified.

What is our process?

Before investment decisions are considered, the client’s objectives regarding wealth creation, wealth preservation and wealth transfer must be understood. We discuss and examine tax and estate planning, income and liquidity needs, as well as asset growth. As appropriate, we communicate and collaborate with outside professionals, including attorneys, accountants, bankers and lenders.

The Winter-Taylor Group provides full transparency, disciplined reporting and quarterly tactical reviews. We educate clients about the importance of periodic portfolio re-balancing, investment strategies, and discuss how current events may impact their individual financial objectives.

How do we do it?

Rather than try to “chase indexes,” we recognize the importance of capital preservation and absolute return. Accordingly, the team’s custom portfolios are designed to provide equity appreciation and income, complemented by other investments that comprise a strategically-tailored solution for each client. These may include taxable and tax-free bonds, master limited partnerships, managed futures, and tactical funds from selected managers with foreign currencies and precious metals.


We believe our clients get the best of both worlds: the power of the global resources of one of the world’s largest financial services firms, and the prestige of being one of the select households that the Winter-Taylor Group is privileged to serve.


Our Team

Robert Winter
Senior Vice President, Wealth Management
Senior Resident Director
Portfolio Manager, Merrill Lynch Personal Investment Advisory (PIA™) Program

A respected professional in the financial services industry since 1996, Robert joined Merrill Lynch in 2003. Robert is a graduate of Baylor University who lives in Southlake with his wife, Jennifer, and their three children. As active as his kids, Robert is President of the Southlake Baseball Association, the Head Coach of a 12-year old travel baseball team, and a volunteer in various roles at Gateway Church. In what’s left of his “free time,” Robert enjoys activities with his family, other sports, and especially, a round of golf at Timarron Country Club.

John R. Taylor
Assistant Vice President

John is a proud graduate of the Virginia Military Institute and Harvard Business School, having launched his financial services career in 1962. A well-known participant in the Salesmanship Club, John has also served on the boards of the Dallas Rotary Club and the Baylor Institute of Rehabilitation, on the Executive Committee of the United Way, as President of the Child Care Group, and has assisted Hope Cottage and Senior Source. John resides in Dallas with his wife, Betty.

John S. Reed, CFP®
First Vice President-Wealth Management
Portfolio Manager
Merrill Lynch Personal Investment Advisory (PIA™) Program

A seasoned and skilled financial advisor, John served his country for four years in the United States Marine Corps before earning his undergraduate degree in Finance and Economics at Southern Methodist University. John is an active member of the Rotary Club in Park Cities and resides in Dallas with his wife, Emily. Whenever possible, they enjoy traveling and helping others in their community.

Phillip J. Meyer ChFC, CFM
Assistant Vice President

Phillip has been in the financial services industry since 1997. Today, he works closely with the group’s clients in customizing strategies to manage their personal and business finances. A graduate of The Ohio State University with a Bachelor of Science/Bachelor of Arts degree in Finance, Phillip’s energy and efforts throughout the community help many organizations. He is an active Board Member of The Stephanie Weber Foundation and serves as President of the Miracle League, Southlake. Phillip is also an active member of Gateway Church and serves on the Membership Committee of Timarron Country Club. He lives in Colleyville with his wife, Laurie, and two daughters.

R. Louie Sullins
Senior Financial Advisor

Louie began his financial services career in 1998, trading commodities and soon into Wealth Advisory, joining Merrill Lynch in 2005. A native Texan and loyal Texas A&M graduate, Louie was a member of the Corps of Cadets and has always supported the university – through consistent participation in the Texas A&M Foundation, Texas A&M Alumni, as well as serving at President of the Grapevine AMBUCS and the 2010 Chairman of the Grapevine Chamber of Commerce. When not in the office, Louie is a passionate adventure racer, enjoying trail running and mountain biking throughout the year. He lives in Colleyville with his wife, Julie, and their two daughters.

Carol A. Willems
Registered RD Assistant

Carol has been in the financial services industry for nearly 25 years and with Merrill Lynch since 1993. For clients of the group, she is a helpful liaison – attending to the administration of their accounts and requests. Carol has a son and a daughter. In her free time she can be found enjoying her 10 year old grandson’s baseball games. She is a member of First United Methodist Church and she lives in Arlington.

Bruce R. Dunham
Registered Client Associate

Bruce joined Merrill Lynch in early 2009 after spending 13 years with other financial services firms. A proud graduate of University of California at Los Angeles with degrees in Psychology and Business Administration, Bruce and his wife, Krista, have two children who are enrolled at Texas Tech University and Baylor University. A believer in giving back to his community, Bruce is a Board Member of The One Heart Project (where he served as Executive Director for two years) and is actively involved at 121 Community Church. He and Krista live in Colleyville.