Staley Dunn Wealth Management Group


Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life


At The Staley Dunn Wealth Management Group, the depth and breadth of our offering demands a highly proactive and professional style of wealth management. Experience reminds us that “getting to know you well” is critical – before dollars and cents are ever discussed. 

While a previous advisor may have created a “set it and forget it” investment or retirement strategy for you – based solely on initial conversations – we think it’s wise to engage regularly with you and your spouse, as well as with your grown children and elderly parents (with your permission, of course). Our mission is to account for a range of factors and viewpoints when constructing a multi-generational strategy that can satisfy your long-term objectives.

It may also prove beneficial for us to coordinate with your CPA and attorney. Doing so allows us to align tax-minimization and estate planning strategies, as well as to reduce the time and cost of you managing multiple advisory relationships. When helpful, we are happy to host or attend meetings with your advisors, to help facilitate communications.

Who do we serve? Successful people we admire and, in many cases, meet socially for lunch or dinner. They include longtime business owners, entrepreneurs, medical professionals, engineers, tech and biotech executives, men and women who serve (and served) our country, others experiencing the divorce process, as well as retired couples and widows in 22 states.

On a personal note, it’s been our privilege to share our hearts with clients, our values, love of family, and special occasions – births, birthdays and weddings. We see our roles as “being there” for clients who trust us to be a caring and reliable resource. We believe they deserve nothing less.


What you can expect
At The Staley Dunn Wealth Management Group, each of us brings distinctive strengths and skills to the table. Whether you’re an accomplished business owner, a rising executive in a fast-growing company, or approaching a well-deserved retirement, we put our heads together on your behalf – and put a premium on communicating clearly, with full transparency.

Regardless of your age, stage, or financial circumstance, you can expect that we will:

• Be straightforward, sincere, and at all times, honest. If what you envision is not likely attainable, we will tell you. Conversely, if your objectives are quite easily within reach, we will outline what you likely can afford going forward – as long as you follow a carefully prescribed financial strategy.

 • “Address your goals and look for holes” in your financial picture. Perhaps long-term care, life, key man, or other forms of insurance can help safeguard your wealth. In some cases, updating your beneficiaries is all that’s needed.

 • Follow a disciplined investment process that utilizes internal and external research, along with the firm’s due diligence. Specifically, we aim to translate your goals, liquidity needs, risk tolerance and timeline into a cohesive and flexible investment strategy. As “asset-agnostic” investors with a healthy respect for investors with concentrated positions, we may suggest that your portfolio include a mix of equities, tax-free bonds, ETFs, and separately managed money to pursue steady growth and tax efficiency.

• Offer you access to credit and lending solutions from Bank of America, N.A.

• Align our efforts with those of your CPA and attorney to build tax-minimization and estate planning strategies. Our ages also allow us to work more easily with multiple generations of your family – a tremendous advantage when having heartfelt discussions with key stakeholders.
Our Wealth of Experience
At The Staley Dunn Wealth Management Group, it’s easy to say, “We’ve been there, done that.”

However, it’s more meaningful to explain that clients can benefit from our extensive knowledge, team effort, and deep appreciation for market dynamics and each client’s view of wealth and the world. 

Ours is a holistic approach that we tailor to help you avoid the mistakes made by countless investors and other successful individuals. In fact, we find that, given the opportunity, many intelligent people will deviate from a carefully crafted, agreed-upon investment strategy.
To help ensure that clients are better equipped to attain financial goals that hold meaning in their lives, we make it our business to keep clients informed, disciplined, and on track. The referrals we’ve long received to clients’ friends, colleagues and family members tell us they’re pleased with our performance and theirs.

Additionally, we know to look “beyond the obvious.” Yes, risk-managed investing is a key reason clients come to us. Still, the vast majority asks us to organize and optimize disparate pieces of their financial puzzle. That requires our ability to analyze what may be missing, as well as what is. Perhaps, a client’s improved use of credit could enhance the cash flow of their business. Or a type of trust or insurance may prove advantageous. Often, what’s needed is a simple updating of beneficiaries on important documents. 

Ultimately, we believe that clients deserve the full acumen and attention of a seasoned wealth management team – one like ours that is fully committed to optimizing the quality of a client’s lifestyle and legacy.

Our Impressive Clientele
At The Staley Dunn Wealth Management Group, we work closely and collaboratively with a highly educated and deserving clientele. Most are referred from another client or come to us when facing a critical financial decision.

Specifically, we assist established business owners (some with multiple enterprises), biotech and technology executives, medical professionals, engineers, sales professionals, current and former members of the military, people with rental properties and others with “lives and money in constant motion.” We also bring a special level of care and consideration to retired clients, those recently widowed and divorced, and generations of their families in 22 states.

While distinct in their talents and visions, a typical client has successfully accumulated assets but lacks a thoughtful financial strategy that connects the dots in their lives with those in their financial picture. By taking a holistic approach in which we favor casual conversations over formal ones, we can understand what drives each client, their experience with wealth and investing, and perhaps with a previous advisor.

Among the questions we may ask: “How can we increase your financial strength, enhance your outlook, and give you less to worry about? What do you see for your family five, 15 and 25 years from now? How can we help you create a legacy, fund a child’s education, think about a succession plan, look toward your comfortable retirement, or all four?”

Just as we ask you questions, we hope you feel free to do the same. We believe that the dozens of trusted client relationships we’ve cultivated are based on mutual respect and the value we provide.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.

Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.