The Panos Firek

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Merrill Lynch

The Panos Firek

Wealth Management Group
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Our Mission Is Clear

Design comprehensive wealth strategies
that help turn your goals into reality. 
When you succeed in meeting your goals,
we feel we have succeeded.

The Panos Firek

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Trust, Service, and Care

The Panos Firek Group operates as a small boutique within a global bank.  We take the time to know our clients as individuals.  Only after knowing a client's goals, dreams, and aspirations can we effectively create, implement, and manage a comprehensive wealth plan.  We believe that trust is something that is earned, not given.  Trust is a core value of this team and helps guide the way we service our clients each and every day.

Philosophy

Our philosophy towards wealth management is simple. Listen to our client's objectives, create customized wealth strategies designed to accomplish those goals, and provide a level of customer service that is second to none. 

Understanding your goals and priorities

It is our team's belief that a comprehensive wealth plan will focus on key issues such as Retirement Planning, Investment Strategy, Banking, Advanced Insurance Planning, Lending and Estate Planning Services.  We take great pride in understanding our client's goals in each of these wealth pillars.  We then design and customize a wealth plan that sets out to accomplish each of those goals.  Once we create that plan it is our job to implement, monitor and report back the progress of each of your goals.  

We understand that life will always present changes.  We pride ourselves in being that partner with our clients providing concrete advice on how to manage life events in an effort to keep you on the path toward accomplishing your goals.  

This approach allows us to grow intimate relationships with each of our clients, which is something they appreciate, and we do as well.

Our Clients

We work with a select group of affluent individuals and families in order to provide an exceptional level service and understanding of the unique financial needs of each and every client.  We work closely with their other trusted advisors such as CPA’s and attorneys helping coordinate our families entire wealth plan.  Our clients are often leading busy lives as corporate executives, doctors, lawyers or busy taking care of grand children in retirement.  They appreciate our teams ability to communicate with their other trusted advisors working toward a common goal.

Meet Our Group

Supported by the global resources of Merrill Lynch, our group 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 Financial Advisor if you have questions about how a specialist might be able to assist you.

Jonathon Auer

Jonathon Auer

Wealth Management Lending Officer NMLS # 739254

Tiffany Glidden-Rude

Tiffany Glidden-Rude

Retirement Specialist

Andrew Stamper

Andrew Stamper

Trust Specialist

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.