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

Merrill lynch

The Sladek Thompson Group

Wealth Management
Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

At The Sladek Thompson Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
Our Value Proposition

We believe that you should be fully involved in the wealth management process. Instead of simply starting a client relationship with an investment-focused discussion, we begin with an assessment that helps us determine your investment personality. That information helps us identify and address individual goals that we think are personally meaningful to you. With a better understanding of how you feel about investing, we can help you decide how to make the most of your financial resources so you can pursue your specific goals.

Philosophy

We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

Capabilities

We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. We work with you to develop a customized financial approach, drawing on the best thinking of our firm, to help you with your financial future. We will make it clear what you’re paying for and what you’re getting. As your life needs and market conditions change, we can meet to help make sure you’re on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

We offer clients a breadth of strategies, a commitment to premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:

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

We'll also draw on our industry knowledge and experience to make recommendations for strategies around the following:
Credit and banking needs through Bank of America
Risk management
Trust and estate planning services
Investment management

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.

Shawn D Sladek

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Megan Thompson

Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Forbes "America's Top Women Wealth Advisors" 2020
Published on April 21, 2020. Rankings based on data as of September 30, 2019.

Meet Our 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.

Samantha C Sylvester

Wealth Strategist

Merrill

Cynthia Arteaga

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #940901

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

      We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

      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.