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Merrill lynch

Steelman Aguirre Wealth Management 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.
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Our Advisors

Welcome

Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Different by Design

People know when they are well served.

 

At Steelman Aguirre Wealth Management Group, we look to deliver a different caliber of experience to an accomplished clientele. We’re privileged to work with business owners, senior executives, and their families, helping them address and align multiple aspects of their wealth.

 

The clients who engage our help are typically very busy, with many demands on their time—personal and professional. We help them relieve stress in their lives and manufacture time in their schedules, resulting in a more cohesive approach to the many moving parts of their wealth.

 

We’re a highly motivated group that is proud of the distinctive aspects of our team. Here are a few of the ways that we look to provide a different kind of client experience:

 

  • A deeper engagement. The clients we serve have often encountered significant complexity in their financial affairs. Some are planning to take companies public. Others are highly compensated executives with concentrated or restricted stock. And still others are business owners who have created significant wealth through long effort and sacrifice. We understand the intricacies of their situations, helping them capitalize on the opportunities at their disposal.

 

  • Knowledge sharpened by experience. When wealth takes on a certain scale, it requires a precise level of analysis, strategy, and execution. We believe our team thrives in these situations. As our backgrounds can attest, we offer the education and professional designations that demonstrate a deep commitment to our craft. As important, we offer an institutional perspective that is attuned to the requirements of significant wealth. We also help clients adopt a more measured approach to their finances, avoiding its highs and lows—euphoria or panic.

 

  • A single, reliable source for diverse needs. We look to add measurable value to clients’ lives, connecting them to the resources and capabilities that make their finances easier and more efficient. Our slate of services extends far beyond investing, encompassing the four pillars of our approach: access to personal banking, commercial banking, and investment banking through Bank of America, as well as wealth management. We strive to say “yes,” actively looking for ways to make clients’ lives better, every day.

 

To speak with one of our Advisors, please see the red “Contact Us” button at the top of our webpage. We’d be happy to discuss your needs relative to our capabilities

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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.

Michael J. Steelman

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

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.

Melissa M Young

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #347701

Katherine Gallardo

Structured Credit Executive

Bank of America, N.A.

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.


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      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.



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      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.