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Heisel-Prunier Group

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Heisel-Prunier Group

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Merrill Lynch
Wealth Management

Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
A Framework for Managing Your Wealth

Vision, clarity and a well-defined financial strategy are the keys to maintaining your lifestyle and building a wealth foundation for the long term. The Heisel-Prunier Group helps you see beyond the day-to-day issues to manage your wealth for the months and years to come. We offer a menu of wealth management services that complements the guidance you receive from your attorney, tax advisor, business manager and other professional advisors.

Over the years, the Heisel-Prunier group has worked with many exceptional business managers, lawyers and other advisors who share our "clients first" attitude. Together, Kurt Heisel and Danielle Prunier have more than 40 years of experience in financial services, and they have advised and guided a broad range of clients with complex financial needs.

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Helping You Meet Life's Financial Challenges

We strongly believe a customized, integrated strategy is the best way to manage the moving parts of your financial life in the short term and to accumulate wealth for the long term. These are the basic tenets of our philosophy:

  • For many clients, their career is among their most valuable assets. If this describes you, one of our goals is to help you manage your career highs and lows through financial strategies and investments that help meet your unique needs.
  • Investing is a core focus for us. The investments we recommend for you and the diversified portfolios we build with you are driven by your goals.
  • We are guided by the principles of transparency and client commitment.
  • We are discreet and confidential about your financial matters.
  • We genuinely care about clients and want to help you pursue a more secure financial future. Your concerns are our concerns.

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We Support Your Circle of Advisors

We know that for many successful people, a group of advisors is often vital to helping you manage the financial components of your life. We can work with your advisors to balance your current lifestyle requirements with the income needs you may desire for financial security in the long term.

The first thing we do is listen to you and your circle of advisors. Our initial goal is to understand your financial vision, needs and aspirations. Only then do we begin to help you customize a wealth strategy and power that strategy with one or more diversified investment portfolios.

We believe it makes sense to have all your advisors working from the same script in order to create a seamless wealth management strategy for you and your family.

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Capabilities That Are Broad and Deep

We can act as a gateway to the deep resources of Merrill Lynch Wealth Management, a worldwide leader in wealth management and investments, and Bank of America, a global banking company. There is tangible value in having a relationship with an advisor who can leverage the investment insights of Merrill and the banking convenience of Bank of America to your benefit.

Some examples of resources we can access to support you and your circle of advisors:

  • Retirement analytical tools, including Wealth Outlook®
  • Client Review Center—detailed and timely diagnostic reports
  • Insurance quotations from licensed providers
  • Professionally managed investments in all asset classes
Additionally, we can provide access to Bank of America's services:
  • Home loan rate quotes and terms from Bank of America, N.A
  • Expansive trust capabilities through Bank of America Private Bank
  • Convenient personal banking arrangements through Bank of America, N.A., and its full spectrum of transactional, credit card and deposit products

*Banking products such as checking accounts and certificates of deposit are FDIC insured to the maximum allowed by law and are offered through Bank of America, N.A., Member FDIC.

*Merrill Lynch Life Agency's California License Number 0522776

  • We inherently recognize that the needs and desires of high-net-worth clients are distinctive, requiring the utmost professionalism, discretion and focus. Our strategies and offerings are designed to address clients' complex, wide-ranging financial needs.Kurt Heisel, Managing Director, Senior Financial Advisor

Recognition

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

Danielle M Prunier

Forbes’ “America’s Top Women Wealth Advisors” 2017, 2018 and 2019

Working Mother’s “Top Wealth Advisor Moms” 2017 and 2018

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

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.

Andrew McFarland

Andrew McFarland

UHNW Insurance Specialist

Merrill Lynch

Michael Powers

Michael Powers

Trust Specialist

Bank of America, N.A.

Rodney Shadman

Rodney Shadman

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1103841

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.


      Merrill_Capabilities_Brochure.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.

      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.