Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Now’s the time to have the bull at your back, with Merrill.
Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.
Now’s the time to have the bull at your back, with Merrill.
Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.
Group One Wealth Management
Learn more about an advisor's background on
FINRA's BrokerCheck
Merrill Lynch
Wealth Management
Founded in 1985, Group One is one of the longest-standing advisory partnerships at Merrill. Our multi-generational team structure is the foundation to understanding the diverse needs of our clients and providing tailored wealth management services to help meet their goals through every stage of life. We provide our clients with the personalized level of service they would expect from a family office, while leveraging the integrated resources of Merrill and banking convenience of Bank of America.
Group One Wealth Management
Group One Wealth Management
We believe our clients deserve exceptional service and comprehensive solutions to all of their financial needs based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Our team strives to deliver holistic solutions to wealth management by implementing a cross-functional team structure through which clients of all ages benefit from the collective experience and diverse skillset of a multi-generational team.
Working With Us
Our relationship starts with a commitment to understanding you. We value your stories, your insight, and what matters most to you. Whether saving for education, planning for retirement, or transferring wealth to the next generation, we can work together to create a financial strategy designed around you, your goals, and your aspirations.
Our Process
We begin with a detailed assessment of your current financial picture and a discussion about what is most important to you. As we start to identify your goals and life priorities, we can design and implement a wealth management approach that helps you pursue your financial goals while helping manage all the complexities that arise along the way.
Our access to the broad investing resources of Merrill allows us to provide customized investment strategies to our clients, while our wealth management tools help us track your progress toward your goals. We meet with you on a regular basis to review your investment portfolio and update your goals as your financial priorities shift through many stages of life.
Services & Support
Whether you are seeking wealth management and investment guidance, or comprehensive banking and investment services, our team is well equipped to assist. We have the experience, knowledge and tools available to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments.
Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives in one convenient location.
Three fully-dedicated Registered Wealth Management Client Associates stand ready to assist our clients with transactional needs, banking services, online access, and administrative support.
Some of our wealth management capabilities include: saving and accumulating wealth, education funding, retirement income planning, wealth transfer planning, and access to estate planning services and philanthropic solutions through Bank of America Private Bank.
We can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.
Past Events
December 2, 2022 - Olathe, KS
Another year supporting and volunteering with Christmas Families, Inc and Red Bag! This holiday season the organization served approximately 2000 individuals. Team members enjoyed working together to support these children and families, provide a holiday to remember, and help build a stronger community.
December 4, 2021 - Olathe, KS
Team members and their families sponsored a family during the 2021 holiday season through Christmas Families, Inc. The team enjoyed shopping, wrapping and delivering the gifts on drop off day. Christmas Families, Inc & Red Bags KC provides gifts and household items for families and children in need throughout the Kansas City metro area. The organization had another record breaking year with 70 families and over 1,700 children sponsored for the 2021 holiday season!
November 4, 2020 - Olathe, KS
Team members sponsored several children during the 2020 holiday season through Red Bags KC. The team helped shop for gifts, wrap, organize and deliver the gifts on drop off day. Red Bags KC provides Christmas gifts for children in need in the Kansas City metro area. The organization had a record breaking year with 1,652 children sponsored for the 2020 holiday season!
September 27, 2019 - Palm Springs, CA
Becky Rupe, MeLissa Trujillo, & Jessica Bacon participated in a holiday community event benefiting the Coachella Valley Rescue Mission while at The Merrill Top 100 Client Associate Summit in Palm Springs,CA in September 2019. Holiday stockings were stuffed with a variety of items for children ages newborn to sixteen. The Coachella Valley Rescue Mission serves the local community experiencing homelessness, hunger and life challenges.
*The Top 100 Client Associates (CAs) Merrill internal Service Quality award is an annual program ranking FINRA-registered CA’s for overall client satisfaction, breadth of relationships, online delivery services and good standing with the firm.
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.
Dan Benninghoff
Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
Forbes "Best-in-State Wealth Advisors" 2021
Published on February 11, 2021. Rankings based on data as of June 30, 2020.
Forbes "Best-in-State Wealth Advisors" 2020
Published on January 16, 2020. Rankings based on data as of June 30, 2019.
Forbes "Best-in-State Wealth Advisors" 2019
Published on February 20, 2019. Rankings based on data as of June 30, 2018.
Meet Our 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.
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
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.
Articles
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.
 |
We put you first, every day. |
|
|
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.