Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Peter M Jurasz

Barron's "Top 1,200 Financial Advisors: State-By-State" 2022
Published on March 11, 2022. Rankings based on data as of September 30, 2021.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2021
Published on March 12, 2021. Rankings based on data as of September 30, 2020.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2020
Published on March 13, 2020. Rankings based on data as of September 30, 2019.

Forbes “Best-in-State Wealth Management Teams”
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Rebecca Hall

Forbes “Best-in-State Wealth Management Teams”
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Meet the Team

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

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.

Brian Lane

Wealth Management Banking Specialist

Merrill

Jeffrey Owen

Credit Consultant

Bank of America, N.A.

NMLS #630228

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, 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

Jurasz Hall Veliz Group 2022

Headquartered in Juneau, Alaska, the Jurasz Hall Veliz Group has distinguished itself by providing world class services to our clients.

We are a six member team that has been entrusted with over $580 million in assets as of March 2022. We are ever-striving in our focus on risk assessment relative to a client’s long-term financial goals. Our close-knit team brings transparent reliability that our clients can trust, and our compassionate efficacy and coordination to clients’ wealth management is what puts our team as one of the best wealth managers in Alaska as recognized by Barron’s and Forbes. In 2022, Peter was named to the 2022 Barron's “Top 1,200 Financial Advisors" list* (Published on March 11, 2022. Rankings based on data as of September 30, 2021) and also named to the 2022 Forbes “Best-in-State Wealth Advisors" list** (Published on April 7, 2022. Rankings based on data as of June 30, 2021.)

 

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 11, 2022. Rankings based on data as of September 30, 2021.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Our Philosophy

Here at Jurasz Hall Veliz Group, we believe that our clients are entitled to the best financial services possible. We know all too well that it has been no easy feat navigating these last few years through a global pandemic. Rest assured, our team has adapted to the many diverse challenges that arose and will continue to put our clients’ financial goals at the center of the wealth management process.

We recognize the importance that every client has a unique background, and we’ll devise the best strategies possible to suit their distinct needs. Our teams’ reliability is built upon our transparent and empathetic work ethic that ensures client financial goals are met with excellence. Our philosophy celebrates teamwork, so while clients work with our team of highly trained specialists, we work with our clients to create strategies that reflect their long-term aspirations.

Our Core Values

Teamwork

Our team dynamic begins with good communication amongst all facets of our team. We find comfort and security in knowing that each member of our team is being pulled in the same direction, where client financial goals and happiness are priority number one. Individually unique, our collective strengths coalesce into a team where our client success is inevitable.

 

Reliability

Proud of what we do and we are, each member of the Jurasz, Hall & Associates team goes the extra mile in ensuring client financial goals are met with excellence. Our initiative in our own individual work drives how we operate and motivate ourselves in being proactive throughout the entire wealth management process. Our clients trust us with what must be done, and we will always be there for them as advocates through uncertainty.

 “Whether we like it or not, everyone’s lives comes to a conclusion that we must prepare for. All too often, client’s end of life preparation gets overlooked by default, placing the burden of their unique stories on friends and family. Here at Jurasz, Hall & Associates, we ensure our clients are the authors of their own epics, and we stand by them every step of the way, acting as editorial visionaries so that when their book closes, no one is left with a cliffhanger.”

—Senior Vice President & Resident Director, Peter Jurasz

 

Transparency

Honest, forthright, and direct, we recognize how important it is for our clients to understand how their investments get from Point A to Point B. Although industry jargon can be complicated, we pride ourselves in taking the time to explain the financial process to our clients. Like the old saying goes, there’s no such thing as a bad question, and we’ll illustrate the wealth management process however we need so that our clients feel like all their questions are recognized and resolved.

 

Empathy

At Jurasz, Hall & Associates, we care about what goes on in our client’s lives. The relationship we have with our clients extends beyond that of just business partners; our clients are our neighbors, our friends, and our family. Through the good times and the bad, we’ll be here to support and listen to all our clients’ needs.

Land Acknowledgment

“We want to take this opportunity to acknowledge that the Juneau’s Merrill Lynch Wealth Management branch is located on the homelands of the L’eeneidí and Wooshkeetaan clans of the Áak'w Kwáan and the Yanyeidí and Ishkahittaan clans of the T'aaḵú Ḵwáan. For more than 10,000 years, Alaska Native peoples have been and continue to be integral to the well-being of our community. We are grateful to be part of this community, and to honor the culture, tradition, and resilience of the Áak'w Kwáan and the Yanyeidí and Ishkahittaan clans. Gunalchéesh.”

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

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



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

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

    Your advisor is a click away within our site or mobile apps

    You can 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’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      MLBrochure.png        

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



      Anthem video thumb.jpg 
      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

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