Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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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.

Arroll Krumpelman

Wealth Management Banking Specialist

Merrill

Casey L Glisson

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1077099

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

ST Group

At the ST Group, each member of our team is dedicated to helping our clients achieve their financial goals.  We strive to deliver to our clients the highest level of personalized service and care.  With the global resources of Merrill behind us, we place clients at the center of the wealth management process. By engaging our clients to be active and interested in their finances we design a custom, goals-based financial strategy that addresses their unique needs and situation and aligns with their values.  Our holistic approach to supporting our clients helps ensure that we are thoughtful and effective resources in providing relevant advice to help clients meet their goals throughout each of life’s dynamic phases. 

Working with multi-generational households allows us to have meaningful dialogue around money and how it relates to family.  We are passionate in the belief that families need to have open conversations about their values around wealth starting at an early age and consistently re-enforce those lessons.  We like to be a resource to the younger generations by supporting them in financial literacy and to instill good foundational skills for teens and young adults.  We provide them with relevant information to augment their knowledge, to build confidence and to answer any questions that they have as they enter high school, prepare to go off to college and beyond.

We believe our ability to listen—to thoroughly understand your financial needs and align them with the resources to help you meet them—is what sets us apart from other wealth advisors. Our emphasis is on accessibility, attentiveness and communication, which we believe are the reasons we have developed long-lasting relationships, many of which span decades.

We welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your dreams.

Philosophy

Our entire team is dedicated to keeping you focused on where you want to go and advising you on how to get there, and continually reminding you of the importance of maintaining a disciplined approach to pursuing your goals. We work hard so that you can focus on the people and pursuits that you value most.

We believe that wealth management is about defining and achieving personal and deeply held aspirations.  These could include goals such living comfortably in retirement, funding education for children and/or grandchildren, ensuring financial security for successive generations, or support for a local charitable organization. Linking these human elements together is the basis for recommending the strategies we use to complement your goals. Whatever your priorities are, we can help you organize and simplify your financial life and build a personalized wealth plan that reflects your values.

Approach

Working with the ST Group means working with advisors truly dedicated to helping you pursue your goals. Our approach is transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.  It is also holistic and extends beyond investments to overall financial solutions which might include banking, lending or fulfilling other needs.  

We believe that the building blocks of a successful relationship include:

  • Fostering open and honest communication
  • Empowering you to make informed decisions
  • Helping you crystalize and pursue your life priorities and goals
  • Understanding your investment style
  • Being transparent by making fees, risks and opportunities clear
  • Providing an accountability resource

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.