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Shambo, Schwibner & Associates

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Shambo, Schwibner & Associates

Wealth Management Group
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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.  



Transcript of video

Shambo, Schwibner & Associates

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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 12 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 Lynch Wealth Management 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:

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

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

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

Brian M. Kuhn, Assistant Vice President, Internal 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 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 industry publications. We believe they are setting the standard for exemplary client service.

Brian M Shambo

On Wall Street –“Top 40 Under 40”  2018

Forbes “Best-in-State Wealth Advisors”  2018, 2019 & 2020

Barron’s Top 1,200 Financial Advisors in 2018, 2019 & 2020

Jeremy Schwibner

Forbes “America’s Top Next-Generation Wealth Advisors”  2017 and 2018

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

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.

Brian Kuhn

Brian Kuhn

Insurance Specialist

Merrill Lynch

Jason M Auerbach

Jason M Auerbach

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #207281

Destiney Constantatos

Destiney Constantatos

Wealth Management Banking Specialist

Merrill Lynch

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.

      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.