Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Midyear Outlook 2022: Turning volatility into opportunity
Chris Hyzy, Chief Investment officer for Merrill and Bank of America Private Bank sits down with special guest Ian Bremmer, President, Eurasia Group and GZERO Media plus experts from BofA Global Research to discuss what they’re watching for in the second half of the year that could affect the markets and bring potential new opportunities.
Midyear Outlook 2022: Turning volatility into opportunity
Chris Hyzy, Chief Investment officer for Merrill and Bank of America Private Bank sits down with special guest Ian Bremmer, President, Eurasia Group and GZERO Media plus experts from BofA Global Research to discuss what they’re watching for in the second half of the year that could affect the markets and bring potential new opportunities.
Vasel / Bowman & Associates
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Merrill Lynch
Wealth Management
We guide our clients towards a successful retirement by helping them avoid common mistakes so they have the flexibility to retire when they want.
Mission Statement
To deliver the most trusted financial experience to individuals and families
Schedule your first meeting:
Email: Paul.J.Bowman@ml.com or Call: 630 954 6333
Vasel / Bowman & Associates
Wealth Management
Through our detailed process we help our clients navigate their top concerns. Some of these include:
1. Am I on track for retirement?
2. How should I position my investments?
3. What estate planning documents do I need?
4. Examine and help correct financial blind spots which could derail your goals
Please reach out to set up an introductory call or meeting - 630 954 6333 or Paul.J.Bowman@ml.com
The 3 T's
What our team is focused on changing within the financial services industry
Transparency: Removing surprises and offering complete transparency on everything our team does for the families we work with
Trust: We believe trust is earned by delivering consistent results, providing reliable advice, and responding quickly to client inquiries
Team Culture: Our team culture allows us to deliver the ultimate client experience by living out our core values
Our Team’s Approach
1. Help define what is important to you & identify your top concerns
2. Develop a road map for accomplishing your vision
3. Track progress towards your goals & make any necessary adjustments along the way
4. Review blind spots and overlooked resources
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.
Kyle W Vasel
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.
Nicholas C Ostrander
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #544099
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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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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