For financial adviser John Tyler, the past two to three years have brought a slow return to normalcy. As the recession unfolded, discussions about whether the financial system will collapse are largely behind Tyler who says his clients can now afford to think much more rationally, take risk and expect returns. But the investors went through a long, trying mental process to get there, he said. “Now they can put their toes in the water,” said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch.

1. Duo Teamed Up To Form Financial Planning Group At
Takku aali’s blog

2. John Tyler, vice president at
Hulburd/Tyler Group, said
energy executives are the
most willing to take risks.

3. For financial adviser John Tyler, the past
two to three years have brought a slow
return to normalcy.

4. As the recession unfolded, discussions about whether
the financial system will collapse are largely behind
Tyler who says his clients can now afford to think
much more rationally, take risk and expect returns.
But the investors went through a long, trying mental
process to get there, he said.

5. “Now they can put their toes in the water,” said Tyler,
vice president and financial adviser at Houston-based
Hulburd/Tyler Group, a wealth management practice
under the private banking and investment group at
Merrill Lynch.

6. “That might come in the form of some high-quality
fixed income, some high-quality municipal bonds.
We’re now to the point where they’re starting to
think about high quality equities that are going to pay
them in dividend.”

7. Tyler, a 7-year veteran of the financial advisory business,
joined Merrill Lynch three years ago when he partnered
withJim Hulburd to form the Hulburd/Tyler Group in
November 2009. The wealth managers average 23 clients
each and manage between $25 million and $50 million
per client.

8. The Hulburd/Tyler Group typically has two categories of
clients, energy or technology executives and business
owners, Tyler said. For C-suite executives, the group can
deal with concentrated stock issues, help them create
liquidity and perform other wealth advisory functions. For
closely held businesses, the duo helps them through a
process to understand whether they can sell their business or
walks them through a process that teaches them what it
means to run the business with longer-term investment goals
in mind.

9. “Our experience in planning and executing
things is as good as anyone in the industry,”
he said.