PROFESSIONAL PROFILE
The Boyd-Eichinger Group is a Mansfield, Ohio based Estate and Financial Planning and Asset Management Practice with partners in Columbus, Ohio, Chicago, and New York City.
Combined with over 100 years of financial expertise and led by two former office managers, the Boyd-Eichinger Group is dedicated to providing clients with customized Total Wealth Management including Financial Planning, Portfolio Management, Tax Strategies, Estate Planning, Business Financial Services, Insurance and Lending Services. Drawing on their experience and Merrill Lynch's global resources, they develop personalized, strategic solutions to address the complex needs of clients with substantial wealth.
The clients we serve value the disciplined approach we bring to each relationship. We stress a long-term approach to investing based upon a client's specific financial needs, goals and risk tolerance. We strive to provide an exemplary level of service and world-class advice to all clients. Our primary objective is to become a lifetime resource and essential partner to those who have entrusted us with their financial well-being.
Team Biographies
Robert Boyd, Vice President, Senior Financial Advisor, CFM, CSNA, and Wealth Management Advisor has been with Merrill Lynch since 1990. Bob specializes in Equity Modeling, Asset Management, Financial Planning, Retirement, Credit and Lending, and he manages client portfolios within the Personal Investment Advisory (PIA) program. Bob holds a securities license, and has a Series 8 supervisory license. Bob is married with 2 grandchildren.
David J. Eichinger, Vice President, CFM, CRPC® and Wealth Management Advisor, joined Merrill Lynch in 1983. Dave specializes in Financial and Estate Planning, Financial Services for businesses, and International clients. He leads his team's Fixed Income Management, Alternative Investments and Concentrated Stock Positions. Dave also maintains a Series 8 supervisory license. He is the former President of the North Central Ohio Estate Planning Council, Advisory Council to Management Board and is very involved in the community. Dave is married with 3 children.
Brinton S. Brafford, Financial Advisor, CRPC®, CSNA, began work at Merrill Lynch in 2007 after having worked as Assistant Director in the Financial Aid Office at Ashland University. A 2003 graduate of Ashland University, Brit is Series 7 and Series 66 licensed. He will be working with the team to assist clients with financial planning, asset management and preservation, retirement and estate planning and business services. He is married and lives in Mansfield.
Jennie Weidinger, Senior Associate, is a graduate of Ashland University with a BSBA in Marketing. She is Series 7 registered, and has been with Merrill Lynch since 1987. Jennie is married with 2 sons.
Patricia Peck, Senior Associate, joined Merrill Lynch in 1983. Pat is Series 7 registered, and assists the team in operational and customer support functions. Pat is married with 2 grandchildren.
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The Certified Financial Manager (CFM) designation recognizes Merrill Lynch Advisors who have successfully completed the CFM program. The CFM coursework addresses the full-spectrum of wealth management needs of clients including sophisticated global investment strategies, comprehensive asset management, estate planning, trust and charitable giving solutions.
The Chartered Retirement Planning Counselor (CRPC®) designation offered by the College for Financial Planning, focuses primarily on how to help plan for the pre-retirement and post-retirement needs of families and individuals. The comprehensive program covers the retirement process from start to finish and includes topics such as 401(k)’s and Company Sponsored Retirement Plans, Asset Management, Rollovers, Traditional and Roth IRA’s, Retirement Distribution Strategies, Social Security and Medicare planning, Estate Planning, and Tax Efficient Investing Strategies among others.
The Certified Special Needs Advisor (CSNA) designation identifies Merrill Lynch Financial Advisors who have successfully completed the CSNA program. The CSNA coursework and exam deliver training to help Financial Advisors work effectively with families of children with disabilities, emphasizing the preservation of their short term wealth, and establishing a long term strategy for financial security and the care of special needs family members.
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