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

Shambo, Schwibner & Associates

Wealth Management Group

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

Merrill Lynch
Wealth Management

Hear from Brian Shambo about how he and the
Shambo, Schwibner & Associates team
educate and empower families to help navigate
the challenges of growing their assets, preserving
their wealth and planning their legacy.



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Shambo, Schwibner & Associates

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 7 member team is dedicated to providing unparalleled service to the select group of families we serve.

 

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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 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:

Peggy King, Assistant Vice President, Wealth Management Banking Specialist – Bank of America

Jason M Auerbach
, Wealth Management Lending Officer, NMLS ID 207281 – Residential Lending and Credit at Bank of America

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








*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 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.

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.

Brian M Shambo

On Wall Street "Top 40 Advisors Under 40" 2018
Published on January 16, 2018. Rankings based on data as of September 30, 2017.

Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021 and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2018, 2019, 2020 and 2021
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Jeremy Schwibner

Forbes "Top Next-Generation Wealth Advisors" 2017 and 2018
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Forbes "Best-in-State Next-Generation Wealth Advisors" 2019 and 2022
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Meet the 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.

Dorothy Cecilia Remy

Retirement Specialist

Bank of America, N.A.

Peggy King

Wealth Management Banking Specialist

Merrill

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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      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.