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

Group One Wealth Management

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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.
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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 4, 2021 - Olathe, KS
Group One Wealth Management 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

Group One Wealth Management 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!

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September 27, 2019 - Palm Springs, CA
Becky Rupe, MeLissa Trujillo, and 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.

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*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.

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.

      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.

      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.