PROFESSIONAL PROFILE

For over 17 years, families have come to The Behman Smith Group for definitive solutions that combine wealth management and financial planning expertise with a level of service typically found only in private banks. We provide clients with sound objective advice and design dynamic plans that can adapt to a family’s ever-changing needs. These plans integrate tax planning, estate planning, creative lending, and philanthropic planning, all within the context of a disciplined asset allocation strategy. Our investment focus is clear: utilize our open architecture platform to provide the maximum risk-adjusted, tax-efficient returns possible.

Outside of investments, we work closely with clients in support of critical “family office” activities. We actively engage clients in family planning issues, such as assisting younger generations in preparation for the unique set of circumstances surrounding management and inheritance of substantial wealth. We provide a full range of private banking services, including cash management, credit and debit cards, check writing, mortgages and lending products, online management, and bill payment. We also actively monitor client investments held away at other firms and offer customized account and performance reporting on a consolidated basis.

MARCIE BEHMAN, CIMA, CFM
First Vice President- Investments
Wealth Management Advisor

Marcie has over seventeen years of experience and specializes in wealth management for affluent families. Marcie is a member of one of Merrill Lynch’s highest recognition clubs, Circle of Excellence, and she has been named one of the Top 50 Advisors in Registered Rep Magazine. She was recently named to the 2008 “Top 50 Advisors in Massachusetts” by the Boston Business Journal.

Marcie’s unique experience gained from managing public stock compensation plans has established her as an expert in concentrated stock strategies and the related wealth management needs of high net worth individuals. She embraces each relationship with an emphasis on financial planning, tax minimization strategies, and trust and wealth transfer throughout the investment management process. Her client base consists mainly of senior executives, business owners, and professional athletes.

Marcie has accumulated an impressive client list and established herself as a financial expert within the community by contributing columns to several local papers and appearing regularly on NECN and FOX 25 News. Marcie has presented several times to the NBA Wives Association’s “Behind the Bench”.

Marcie has earned the Certified Investment Manager Analyst designation and has attended advanced investment programs at the Wharton School of Business. Prior to joining Merrill Lynch, Marcie practiced as a CPA with Price Waterhouse in their Financial Services division.

Education:
BA-Accounting, University of Florida
MS- Accounting and Taxation, University of Florida



STEVEN T. SMITH, CIMA
Assistant Vice President
Wealth Management Advisor

Steve joined Merrill Lynch in 2003 and completed the firms development program on an accelerated basis. He is a leader within his peer group and has been asked on numerous occasions to speak to new advisors and assist in their training. In his first year out of the development program, Steve achieved Merrill Lynch’s recognition as a member of the “Executive’s Club”.

Combining education, public company experience, and strong analytical skills, Steve is actively engaged in all aspects of financial forecasting and portfolio analysis and construction for our clients. He utilizes Merrill Lynch’s proprietary technology to help clients develop a roadmap for future financial events. Steve helps our clients to better understand the issues related to wealth accumulation, primarily risk mitigation, tax minimization, and how important the creation of wealth transfer strategies will be to support future generations. Steve also assists in investment selection, performance evaluation, and the analysis of risks associated with concentrated stock positions.

Steve has earned the Certified Investment Manager Analyst designation and has attended advanced training programs through the Wharton School of Business. Prior to joining Merrill Lynch, Steve practiced as a CPA with Deloitte & Touche in their Assurance and Advisory Services division.

Education:
BS, University of Massachusetts
MBA/MS-Accounting, Northeastern University