Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Staebler Brady Collins Group
Merrill Lynch
Wealth Management
Through your journey of life events, your priorities are reflected and understood by a highly credentialed and experienced financial advisory team - fully capable to guide and direct you in achieving your dreams. The Staebler Brady Collins Group will shepherd you along your path, providing the resources needed to turn your goals into reality.
Staebler Brady Collins Group
Welcome
As Merrill financial advisors, we offer advice and guidance to help successful individuals and families pursue their financial goals. Our goals-based wealth management approach places the investor at the center of our focus, not the market. We start by listening carefully to understand your concerns, priorities, risk tolerance, time horizon, liquidity needs, goals and financial situation. From there, we work with you to develop a customized approach that connects your personal goals with potential financial solutions. Over time, we’ll meet with you to track progress and make adjustments, as needed.
Philosophy
No two people are alike. Consequently, there is no single wealth management approach that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and potential opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.
Approach
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.
We believe clients realize the full value of our relationship, including:
- helping you make significant decisions
- recognizing your life priorities and goals
- understanding your investment personality
- helping you prioritize and pursue goals
- being transparent by making possibilities, fees and risks clear
- taking steps to help you preserve income during a life challenge
- educating the younger generation about investments and the markets
Capabilities
We have the experience, knowledge and tools to fully understand each client’s current financial situation and to help them create potential solutions designed to pursue their short- and long-term objectives. We offer a range of capabilities, including retirement income planning and potential wealth transfer solutions from Merrill and access to estate planning services and philanthropic solutions through Bank of America.
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. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- 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
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.
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.
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Keelan F King
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482822
Vic Diune
Wealth Strategist
Merrill
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.
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.
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 AdvisorTM
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.
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