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Women’s superpower: Investing
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The Sladek Thompson Group
Wealth ManagementMerrill Lynch
Wealth Management
The Sladek Thompson Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Sladek Thompson Group
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
You live in a world that’s constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That’s why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
Capabilities
Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you’re paying for and what you’re getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays 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 Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
The Sladek Thompson Group
Forbes "Top Women Wealth Advisors Best-in-State” 2022-2024
Published annually in February. Rankings based on data as of Sept 30 of prior year.
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
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.
Lauren Schorah
Wealth Management Banking Specialist
Merrill
Samantha C Sylvester
Wealth Strategies Advisor
Bank of America, N.A.
Cynthia Arteaga
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #940901
Create a plan that is all about you.
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.
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.
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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.
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.
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.
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