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

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 Kemka Group

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FINRA's BrokerCheck

Merrill Lynch
Wealth Management

The Kemka Group is dedicated to providing Wealth Management services
to families who are going through an M&A event.

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Mission Statement

Competence, Integrity, Knowledge and Experience are the pillars of our team. These are the qualities an advisor should possess in order to be privileged to handle your financial affairs in the ever changing financial environment. Our wealth management team is relied on by clients and their families to provide them with sound, objective counsel. Our philosophy is simple, yet under-utilized in the industry, we ALWAYS put the client first.

Our Relationships

Taking care of clients is the lifeblood of our team. Our confidential advice, guidance and service is focused on helping to simplify the lives of business owners who have gone through/or are going through an M&A event, high net worth families and corporate executives.

Our Process

Our disciplined wealth management process is centered around providing a superior client experience. We work with each client to understand their goals. We then gain an intimate understanding of their overall financial picture, and work with the client to build a tailored financial strategy. Utilizing the consummate resources of Merrill Lynch Wealth Management and Bank of America, we provide clients with balance sheet management strategies and tax efficient investment planning. Every one of our relationships is customized to help clients focus on their priorities.

Our Approach

Our prudent investment philosophy is based on due diligence and ongoing research. We regularly review client plans and rebalance their portfolio when necessary life or market events occur. Our disciplined approach is accompanied by our top of the line client service, resulting in an extraordinary wealth management experience.

Get To Know Us

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.

Paul Stauffer

Wealth Strategist

Merrill

Virginia Dobbs

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #167942

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.