Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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.

Steven J Deelstra

Forbes "Best-in-State Wealth Advisors" 2024
Published on April 3, 2024. Rankings based on data as of June 30, 2023.*

Meet Our Group

Supported by the global resources of Merrill, our group 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.

Lindsey Marie Lund

Employee Benefits Specialist

Bank of America, N.A.

Roeda Batta

Wealth Management Banking Specialist

Merrill

David Rubalcava

Wealth Strategies Advisor

Bank of America, N.A.

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

Welcome to the Deelstra Group

Your wealth is integral to your security and success. At The Deelstra Group, we never lose sight of the preciousness of your trust, working hard to help you create the life you envision.

We are a close-knit team that shares a common vision: to help you gain confidence in the trajectory of your wealth by clarifying your goals and delineating a pathway to your ambitions. Clients from varied backgrounds engage our help. Many are business owners, executives, professionals, multigenerational families and people who are anticipating—or already enjoying—retirement.

To each relationship, we bring the rigor of our own high standards, eager to make a positive, lasting impact on each person or family. Passionate about our work, you will perceive the depth of our enthusiasm and the genuineness of our interest in your success.

The Deelstra Group Difference

We begin our work with a thorough plan. Before we make any recommendations, we take the time to really understand you and your situation—your assets and liabilities, but also your aspirations, concerns, cash-flow needs, and family dynamics. The more we know, the more we can help. Our planning efforts are led by DJ Milligan, a deeply credentialed Advisor who has extensive experience in pre-retirement and pre-liquidity-event planning.

We offer a clear process to support your intentions. When you engage our help, you will witness the high-performing nature of our team. We are dedicated to delivering a preeminent client experience characterized by attentiveness to your needs and an intensive service ethic. Nick Brown, our Financial Advisor, manages our relationship-management and trading efforts, demonstrating systematic organization and diligent follow-through. 


Investment Management

We match investments to goals. We gain a thorough understanding of what you want to achieve through your investments, matching those intentions with specific portfolio allocations, so that you have clarity about the purpose and time horizon of each investment. We offer a tax-sensitive perspective that reflects your risk tolerance and wealth-transfer intentions, keenly attuned to your circumstances. Our investment efforts are led by Steven Deelstra, our team founder, who draws on more than 25 years of experience navigating varied market conditions.

Past Events

Deelstra Group 2024 Outlook Webinar

February 7th, 2024|1:00 PM

Please join The Deelstra Group for a discussion on our 2024 Market Outlook. The discussion will include global insights, potential ways to navigate todays new market landscape, and an open Q&A, so you can ask the questions important to you.

Topics:

  • Dealing with inflation, volatility, and unforeseen investment risks
  • Portfolio strategies and opportunities to consider now
  • How to structure a portfolio to be successful over the long term

Click Here to Register

    Deelstra Group 2024 Outlook Webinar

    February 8th, 2024|4:00 PM - 5:00 PM

    Please join The Deelstra Group for a discussion on our 2024 Market Outlook. The discussion will include global insights, potential ways to navigate todays new market landscape, and an open Q&A, so you can ask the questions important to you.

    Topics:

    • Dealing with inflation, volatility, and unforeseen investment risks
    • Portfolio strategies and opportunities to consider now
    • How to structure a portfolio to be successful over the long term
     
    Click Here To Register

      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.


          The Power of the Right Advisor®
          Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

          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.