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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Merrill Lynch
Wealth Management
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Profile
Brien grew up on a farm/ranch in the San Luis Valley where he learned the importance of hard work, discipline, and being relentless in the pursuit of your goals. His mother was a family practice doctor who taught him to be compassionate and always take care of others. His father was an owner-operator of Mirage Farms who showed him how to be self-sufficient, gritty, and creative. His grandfather invested the WaterPik and was a true example of an entrepreneur. He graduated from CU-Boulder with a degree in Political Science after playing 3 years of division I basketball where he learned how to play a role and make a contribution to a team while making the Commissioner's Honor Roll and All-Academic first team for the Big XII Conference. After graduating, Brien gained valuable experience as a financial advisor in the financial service industry working at Promark Financial, Axa Advisors, and Wells Fargo Advisors. This combination of growing up in a small rural community, playing team sports, and learning industry perspectives from global leaders are what guides Brien's financial services practice today. He believes strongly that financial success is based on creating definitive financial goals and then formulating a plan of action to keep yourself on track. His philosophy is centered around the thought that setting goals and then working tirelessly to achieve them is what gives our life meaning. His practice is guided by the code of ethics of a CERTIFIED FINANCIAL PLANNER professional to always act with honestly, integrity, competence, and diligence. Merrill Lynch Wealth Management and the banking convenience of Bank of America provide the framework to deliver advice and guidance from one of the most prestigious and respected wealth management firms and banks in the world to individuals, families, and businesses.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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EDUCATION
University of Colorado Boulder
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.
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.
Tiffany Blacksten
Wealth Management Banking Specialist
Merrill
Andrew M Butt
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #515815
Past Events
The Journey to a Sustainable Portfolio The World is Changing-Should your investments?
1111 14th St., Denver, CO 80202
March 15th, 2023|4:00 PM - 6:30 PM
You are invited to join a discussion on the increasing trend toward sustainability. The Panel will explore the impact of environmental, social, and governance, (ESG) factors on a portfolio and how ESG data may provide insights to help reduce risk while seeking competitive performance.
Click here to register
- Beverages
Macro and the Market
April 26th, 2023|4:00 PM
Please join Michael Hartnett, Chief Investment Strategist, for an update on macro and the market forecasts, and a discussion of the current investment landscape.
topics will include:
- Market and macro forecasts for 2023 and the year ahead
- Views on asset class returns in an inflationary era
- Navigating markets amidst a new Fed tightening cycle and potential recession
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.
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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 I can help you create a financial approach that reflects your personality. Only then can I 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.
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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.
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