PROFESSIONAL PROFILE

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The MG Group of Merrill Lynch is a Wealth Advisory Group based in the Metro Atlanta area focused on providing Wealth Management Services for individual investors and businesses who desire professional advice and personal relationship from an experienced team.

At the individual level, The MG Group exclusively works with business owners, corporate executives and high net worth investors in various areas including investment management, accumulating wealth for a comfortable retirement, funding education costs, managing liabilities more effectively, family protection in the event of death or disability and estate transfer strategies to ensure efficient transfer of estate assets to heirs.

At the business level, The MG Group concentrates on Business Retirement Plans, Corporate Cash Management Strategies and Commercial Lending. The MG Group works on a consultative basis with businesses to design and implement 401(k) and Profit Sharing Plan solutions, provide ongoing participant education and assist plan sponsors with a seamless retirement plan implementation.

Operating in Merrill Lynch’s Global Wealth Management Division, The MG Group serves as a private boutique for our clients with access to the vast global resources one of the world’s leading Wealth Management and Advisory companies. For over 15 years, The MG Group has consistently grown our practice through referrals from existing clients. Our practice is built on the foundation of trust, long-term financial solutions and regular proactive service. Our continuous communication with clients positions us as the “quarterback” of their financial life. We utilize probabilistic modeling tools to develop a long-term planning approach which addresses clients' various financial concerns such as longevity risk, distribution planning, concentrated stock positions, wealth transfer and tax minimization.

Fredric J. Mannheimer, CFM, CRPS®, First Vice President-Wealth Management, Wealth Management Advisor, joined Merrill Lynch in 1993 and is originally from the New York. Fred's prior professional experience includes over eight years in the accounting & finance fields. Fred specializes in the Wealth Management Process, Investment Management and Tax Minimization Strategies for The MG Group. Fred is qualified through the Merrill Lynch Personal Investment Advisory® (PIA) Program. As a Portfolio Manager in PIA, he can manage proprietary model portfolios and tailor investment solutions to your unique needs and goals. Fred earned his BBA in Public Accounting and MBA in Banking and Finance from Hofstra University in New York. Fred along with his wife Susan and their children Matthew and Macy are involved in various community charitable activities and enjoy playing tennis.

Alvaro A. Galvis, CFM, CRPC®, CRPS®, Vice President, Wealth Management Advisor, International Financial Advisor, joined Merrill Lynch in 2002 and is originally from Colombia. Alvaro earned his degree in Electronic Engineering from the Colombian Naval Academy, where he served seven distinguished years as a Naval Officer for his country. Alvaro specializes in several Business Financial Services such as Business Retirement Plans, Corporate Cash Management Strategies and Commercial & Personal Lending for The MG Group. Alvaro earned the Chartered Retirement Plan Counselor® designation. Alvaro also holds B.S. degrees in International Business and Finance from Florida International University and is fully fluent in Spanish. Alvaro along with his wife Sandra and their son Mateo are very involved in the community and serves in the board of various non-profit organizations in Atlanta. Alvaro has traveled to over 20 countries around the world and enjoys playing golf and tennis.

“Our practice is built on the foundation of long-term financial solutions and constant proactive service. We believe in leveraging all of the resources and open architecture of Merrill Lynch to match our client needs with the best solution available in the marketplace” - The MG Group -