Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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:
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.
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:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
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
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.
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.
UHNW Insurance Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.