Shambo-Ashdown

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Merrill Lynch

Shambo-Ashdown

Wealth Management Group
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 "Our mission is to educate and empower families as they
navigate the challenges of growing their assets,
preserving their wealth and planning their legacy."

Shambo-Ashdown

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Shambo | Ashdown Wealth Management Group

The team was created in 2012 with the sole intent of providing the intimacy and personalized attention of a family office with that of the global resources and support of one of the world’s largest financial institutions. Our eight member team has over 139 years of industry experience and is dedicated to providing unparalleled service to the select group of families we serve.


*Source: On Wall Street is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. In January 2018, On Wall Street published online its "Top 40 Advisors Under 40" list, compiled using data solicited from the advisors' employers. Individual trailing 12-month production for each advisor was the primary ranking criteria. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
**Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.
***Source: Barron's "Top 1,200 Financial Advisors" list, March 12, 2018. For more information about the selection criteria, go to http://details-he.re/M6jwj7. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
****Source: Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list, July 2017. For more information about the selection criteria, go to http://details-he.re/3oaPnX. Forbes is a trademark of Forbes Media LLC. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

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Our Approach

We have developed and refined a goals-based wealth management process that evolves over time, aligned with our client’s personal and professional lives. This disciplined, agenda-driven approach offers forward-looking advice and adds predictability to an otherwise uncertain world.

Drawing upon research in the field of behavioral finance we leverage proprietary Merrill Lynch tools, such as the Investment Personality Assessment. It assists us in getting to know you better as an investor and to potentially help you refine your own investing preferences. We also build our financial strategies around your goals, utilizing the firm’s Seven Life Priorities framework to identify and prioritize what’s important to you and your family.

Additional Resources

We have access to a wide variety of Specialists, each with a unique skill-set that complements our immediate team members and highlights many of the unique aspects of our thoughtful planning process:

Robert Bracken, Wealth Management Lending Officer – Residental Lending and Credit

Valerie Galinskaya, Director, Wealth Strategist – Center for Family Dynamics and Governance™ at Merrill Lynch

William Papenfuss III, Director, Trust Specialist – U.S. Trust services

Cecilia C. Remy, Vice President, Retirement Specialist – Annuities and 529 Plans

Brian M. Kuhn, Assistant Vice President, Insurance Specialist – Life Insurance and Long-Term Care






*Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products.

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Capabilities

Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for us to work with our families to manage all the pieces of their financial lives. In the end, our team aims to help bring simplicity and transparency to the complexities of finance; making the intimidating task of planning for the future an exciting journey of managing and helping you pursue your goals. When you succeed, we succeed.

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Brian M Shambo

Brian M Shambo

Resident Director - Wealth Management Advisor

772.231.9051
Mark  Ashdown

Mark Ashdown

Senior Consultant

772.231.9047
Jeremy  Schwibner

Jeremy Schwibner

Senior Financial Advisor

772.231.9017
Scott  Schwartz

Scott Schwartz

Financial Advisor

772.231.9072
Melaina E Vaccaro-Escobar

Melaina E Vaccaro-Escobar

Registered Senior Client Associate

772.231.9015
Marsha G Peterson

Marsha G Peterson

Registered Senior Client Associate

772.231.9070
Brittany A Madon

Brittany A Madon

Client Associate

772.231.9046
Maria C Klipstine

Maria C Klipstine

Registered Senior Client Associate

772.231.9034
Razvan N Ilie

Razvan N Ilie

Financial Advisor

772.231.9031

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.