PROFESSIONAL PROFILE

Our client’s interests come first.

Integrity, respect for the individual, responsible citizenship and teamwork are Merrill Lynch principles which guide all we do to serve our clients.

Our clients trust us to help them effectively and efficiently solve financial issues relating to wealth accumulation, distribution, leverage and liquidity. We endeavor to deliver the best of our firm in a concise and simple manner.

We specialize in customized investment management of equity and fixed income portfolios for our clients.

Lynn Nicolaysen serves as a Senior Registered Client Associate. Lynn joined the firm on January 19, 1994 and is committed to providing clients with exceptional service. She is skilled in the administrative and operational aspects of our investment advisory practice. Lynn lives in Duluth with her dog, Bogart, and is an active member of her church.

Sam Snider is a Financial Advisor and joined the firm on May 25, 2011 after graduating with honors from the University of Alabama where he was a walk on with the Crimson Tide football team and a member of Pi Kappa Alpha. Sam lives in Peachtree Corners. Registered NASD-Series 7 & 66.

Luke Snider is a Financial Advisor and joined the firm on August 24, 2009 after graduating with honors from Georgia Tech within three years. Luke lettered in football while playing for the Yellow Jackets from 2006-2008 as a walk on after a decorated prep career at Norcross High School. Luke and his wife live in Duluth. Registered NASD-Series 7 & 66.

Harvey Snider began his career with Merrill Lynch on February 9, 1981. He received the CIMA® designation from the Investment Management Consultants Association and later earned an Investment Strategist Certificate from the Wharton School. He also received the CPM designation from The Academy of Certified Portfolio Managers and Columbia University. Harvey is a First Vice President-Wealth Management. Harvey and his wife live in Peachtree Corners. Registered NASD-Series 5,7,9,10,3.