Ed Taylor

Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions.

In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.

Whitegate Investment Counselors, Inc. (WICI) is an independent, SEC-registered asset management firm headquartered in Concord, New Hampshire. The firm was founded in 1992 under the name of Whitegate Investment Counselors, Inc. On December 2015, Taylor, Cottrill LLC merged with Whitegate Investment Counselors, Inc. and became Taylor, Cottrill, Erickson & Associates, Inc. In 2021, they changed their name back to Whitegate Investment Counselors, Inc. WICI provides advisory services to individuals and high-net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Founded by Edmund Taylor and Martha Cottrill in 2007, Taylor, Cottrill LLC is a registered investment advisor located in New London, New Hampshire. The firm manages diversified portfolios of liquid assets for individuals, institutions, and retirement plans.