Top Wealth + Best-in-State · rank 4 · Atlanta, Georgia · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “Kelly Westmoreland - Merrill Private Wealth Management” — forbes_shook
- Parent company — Bank of America (high)
- “They highlight access to Merrill and Bank of America's global resources, structured credit options, and alternative investments.” — firm_official
- Firm type — wirehouse (high)
- “Kelly H Westmoreland - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — The Westmoreland Group (high)
- “Westmoreland Group - Financial Advisor in Atlanta, GA 30326 | Merrill” — firm_official
- Team size — 26 (medium)
- “We are a multigenerational, 26-person wealth management team committed to delivering a boutique like family office experience to ultra-high-net-worth families, business owners, and executives across the United States.” — firm_official
- CRD — 2545543 (high)
- “Kelly H Westmoreland - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Years experience — 32 (medium)
- “Kelly joined the Westmoreland Group in 1994 and currently serves as a Private Wealth Advisor” — forbes_shook
- Designations — other:AWMA (high)
- “Kelly Westmoreland, AWMA™ - Merrill Private Wealth Management” — firm_official
Book of business
- Team AUM ($M) — 5700 (high)
- “Team Assets (Custodied): $5.7B” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “Minimum account size for new business: $2.5M” — forbes_shook
- Typical client net worth ($M) — 25 (high)
- “They serve ultra-high-net-worth families with typical household relationships ranging from $25-200M in net worth” — forbes_shook
- Client niche — ultra-high-net-worth founders, business owners in liquidity events, and multigenerational families (high)
- “We are a multigenerational, 26-person wealth management team committed to delivering a boutique like family office experience to ultra-high-net-worth families, business owners, and executives across the United States.” — firm_official
- “Company Founders, Private Business Owners & Entrepreneurs” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (low)
- “Kelly Westmoreland is a financial advisor based out of Atlanta, Georgia... maintains Series 63 and Series 66 licenses” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ga/atl-pw/westmorelandgroup (high)
- “Westmoreland Group - Financial Advisor in Atlanta, GA 30326 | Merrill” — firm_official
- Value proposition (verbatim) — The Westmoreland Group provides an unparalleled experience to exceed expectations in pursuit of deep, long-term relationships that allow our clients to focus on what matters most to them in life. (high)
- “The Westmoreland Group provides an unparalleled experience to exceed expectations in pursuit of deep, long-term relationships that allow our clients to focus on what matters most to them in life.” — firm_official
- Differentiators — boutique-like family office experience, multigenerational 26-person team, access to Merrill and Bank of America global resources, expertise in liquidity events and business transitions, legacy and multi-generational wealth planning (high)
- “We are a multigenerational, 26-person wealth management team committed to delivering a boutique like family office experience to ultra-high-net-worth families, business owners, and executives across the United States.” — firm_official
- “They highlight access to Merrill and Bank of America's global resources, structured credit options, and alternative investments.” — firm_official
- Content marketing — occasional (low)
- “Professional headshots of team members, financial/market-related graphics, webcast promotional imagery featuring expert panelists.” — firm_official
- Has podcast — no (medium)
- “Westmoreland Group - Financial Advisor in Atlanta, GA 30326 | Merrill” — firm_official
- Books published — 0 (low)
- “Kelly Westmoreland, AWMA™ - Merrill Private Wealth Management” — firm_official
- Linkedin url — https://www.linkedin.com/in/kelly-westmoreland-awma%E2%84%A2-391a18267/ (high)
- “Kelly Westmoreland, AWMA™ - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Kelly Westmoreland, AWMA™ - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 100 Women Financial Advisors (2023-2026), Barron's Top 250 Private Wealth Management Teams (2019-2024) (high)
- “Barron's "Top 100 Women Financial Advisors" (2023-2026)” — firm_official
- “Barron's "Top 250 Private Wealth Management Teams" (2019-2024)” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “No distinct logo image URLs separate from headshots are identifiable from the img src attributes in the provided content.” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: navy and white with gray accents, modern sans-serif type, professional headshot grid and market-graphic imagery. No team-specific mark. (medium)
- “Professional corporate palette—navy/dark blue, white, gray accents” — firm_official