The MPB Group

Merrill Lynch Wealth Management
301 Commerce St
Fort Worth, TX 76102
(817) 877-9684
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The MPB Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

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Navigate life’s turns with Merrill
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Recognition
Stephen Pfeffer
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021, 2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top State-by-State Advisors", 2019-2020
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
Stephen Pfeffer,

CFP®,CKP®,CPFA™

Managing Director, Wealth Management Advisor
817.877.9684
Anna Donnachie
Wealth Management Client Associate
817.877.9229
John R McKenzie,

CFP®

Senior Vice President, Senior Relationship Manager
817.877.9701
Samantha Haster
Registered Wealth Management Client Associate
817.877.9611
Deirdre D. Babcock,

AWMA™

Vice President, Wealth Management Specialist
817.877.9736
Kelly B Avery
Registered Senior Wealth Management Client Associate
817.877.9714
William Beckworth,

AWMA™

Vice President, Senior Relationship Manager
817.877.9750
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joanna Kind
Wealth Management Banking Specialist
Sheri Grimes
Wealth Management Lending Officer
NMLS #621555
Insights
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.