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The Spickler Wealth Management Group

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Midyear 2021 Event:  Inflation, Innovation and the Path Forward.  Register Today.
Midyear 2021 Event: Inflation, Innovation and the Path Forward. Register Today.

Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.

Midyear 2021 Event:  Inflation, Innovation and the Path Forward.  Register Today.
Midyear 2021 Event: Inflation, Innovation and the Path Forward. Register Today.

Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.

Merrill Lynch

The Spickler Wealth Management Group

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Merrill Lynch
Wealth Management

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Forbes' "Top Women Wealth Advisors" list for 2021 for 4 consecutive years
Forbes' “Best-in-State Wealth Advisors” for 2021 for 4 consecutive years
Barron's Top 1200 Financial Advisors for 2021 for 8 consecutive years
Barron's Top 100 Women Financial Advisors for 2020 for 9 consecutive years

Missy Spickler was named as a Forbes Top Women Wealth Advisor and was recently featured in a Forbes article. Click here to read the article.

The Spickler Wealth Management Group

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Insightful Guidance, Caring Service

The Spickler Wealth Management Group is a cohesive team whose members bring passion and a strong sense of camaraderie to their work helping clients navigate the uncertainties of their financial lives and pursue the outcomes they desire. For more than three decades, we have provided knowledgeable advice and guidance and empathetic, caring service to a varied clientele, including entrepreneurs, women in transition, corporate executives, business owners, corporations and members of the LGBT community. By striving to create an atmosphere in which clients feel embraced, we have nurtured relationships that span generations, extending to clients' children and grandchildren.

In working with you, we seek to understand not just your financial situation and investment objectives but also your values and aspirations, both for yourself and for your family. We are committed to learning everything we can about you and developing deep connections so we can give you the personalized service and attention you deserve. In short, your goals are our focus, and helping you pursue them is our mission.

*Source: The Barron's "Top 100 Women Financial Advisors" list, July 17, 2020. For more information about the selection criteria, go to http://details-he.re/k8v62H. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
*Source: The Barron's "Top 1,200 Financial Advisors" list, March 12, 2021. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
*The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). For more information about the selection criteria, go to http://im.ft-static.com/content/images/047b2e0a-d10e-11e4-a840-00144feab7de.pdf. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.
*Source: The Forbes "Best-in-State Wealth Advisors" list, February 11, 2021. For more information about the selection criteria, go to http://details-he.re/qg4zAM. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.

*Source: The Forbes "America's Top Women Wealth Advisors" list, March 24, 2021. For more information about the selection criteria, go to http://details-he.re/NtSDE5. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.


*The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. 

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Expansive Capabilities for Specialized Needs

Retirement Planning Services: While you are still working, we can provide access to Merrill retirement outcome tools to analyze how likely you are to achieve and maintain your desired retirement lifestyle. Then we can recommend long-term strategies designed to help maximize the benefits of your retirement funding sources while potentially minimizing taxes. After you retire, we can help develop investment strategies designed to generate income and assist you in monitoring your spending to help reduce your risk of outliving your resources and eroding your legacy.

Wealth Transfer Strategies: Working with Bank of America trust and estate planning specialists and your attorneys and accountants, we can help you find strategies designed to help minimize estate taxes and address philanthropic and other trust and estate planning services. These strategies may involve such elements as trusteed IRAs, insurance, trusts, gifting and family partnerships.

Services for Business Owners: We understand that your life and your life's work are inextricably linked and can help you integrate your business and personal finances. Among the services we offer to help address your needs both at work and at home are investing strategies, key-person insurance services, retirement benefits services, business continuity and succession strategies and wealth transfer strategies. Additionally, through a Merrill Lynch Wealth Management Lending Officer*, we can offer you access to Bank of America's expansive array of banking, credit and lending services, including home financing.

Strategies for Women Clients: Members of our team have a nuanced understanding of the needs of women, many of whom will take full responsibility for their finances at some point in their lives as sole earners, after a divorce or as widows. In collaboration with their attorneys and accountants, we can develop wealth management strategies tailored to their changed circumstances and help them continue to look to the future.

Online Capabilities: We are here to help you pursue your goals and make your busy life easier.  Merrill is everywhere you are - from sitting on your couch to traveling abroad.  Access your accounts how, when and where you want.  Explore what MyMerrill can do for you:

MyMerrill Overview and Security Features

MyMerrill Mobile App 

e-Signature   

*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products. 

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A Consistent, Disciplined Approach to Investing

Rather than chase high returns, we seek to achieve consistent performance over the long term. Our advice is based not just on your financial situation today but on your aspirations for the future as well. The approach we follow is characterized by discipline and an ability to monitor market trends without getting caught up in them. To accomplish this, we emphasize three critical components in our "Lifetime Wealth Management" process:

  • Wealth Preservation—We can help develop durable income and asset allocation strategies designed to help minimize your tax and downside-risk exposure. The goal is to help preserve the wealth you need to support yourself and your family today and to create a legacy for the future.
  • Strategic Investment Core Development—Drawing on a wide array of third-party providers, both within and beyond the bounds of the firm, we develop a "core" investment portfolio that targets your general investment goals while taking into account your objectives, risk tolerance, liquidity needs and time horizon.
  • Income and Capital Appreciation—Believing that asset allocation is more important than stock selection or market timing, we diversify both across and within asset classes, carefully weighting your portfolio allocations to stocks, bonds and other asset classes. 

Resources for Retirement Plan Sponsors

As advisors focusing on retirement benefits strategies, Missy and Stacey use their significant retirement and benefit plan experience to help companies design and review effective employee benefit plans. While providing access to the investment insights of Merrill and the banking convenience of Bank of America, the team supports plan sponsors in strategic investment guidance, asset liability modeling and meeting compliance guidelines.
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Among the services the team offers for retirement plan sponsors:

    • Needs Assessment
    • Plan Benchmarking and Administrative Services
    • Investment Analysis and Menu Selection Review
    • Quarterly Reviews
    • Cost Analysis
    • Plan Sponsor Education
    • Employee Education

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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Ferris Moukalled

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #563197

Andrew Stamper

Andrew Stamper

Trust Specialist

Bank of America, N.A.

Past Events

An Economy on Stimulus

April 14th, 2021|4:00 PM - 5:00 PM EST

Michelle Meyer, Head of US Economics, BofA Global Research, discusses the US economy and potential outlook for companies. She will discuss the economic outlook and the potential downside risk due to the rise in virus cases and ensuing restrictions, but upside due to fiscal stimulus. She will also discuss monetary policy with a spotlight on interest rates and inflation.  Contact Jackie Brown if you are interested in attending this exclusive live stream event.

    The Power of You: Cultivating Balance, Resiliency and Inner Strength

    May 5th, 2021|4:30 PM - 5:30 PM EST

    Renée Peterson Trudeau, Leadership Coach, Speaker & Author, will discuss how balance and resiliency don’t come from a new app or a better time management system-they come from the inside-out. Learn how engaging the power of self renewal, building a support network and managing your energy can increase your ability to be more creative, energized and resourceful in all areas of your life. Passionate about supporting women at all life stages in finding balance through the art/science of self-care, Renee Trudeau will share simple, powerful strategies and science-based tools for feeling more focused, connected and calm.

    Please contact Jackie Brown for information on how to participate in this event.

      Faces of Fraud: How to Stay Safe from the Latest Threats

      July 19th, 2021|5:30 PM - 6:30 PM EST

      Please join us for an exclusive WebEx presentation by Jeff Lanza, Retired FBI Special Agent.  This event will be sponsored in whole by Shane Russell, Regional Sales Representative, American Funds.

      Please register for the event by clicking on the link below:
      https://goto.webex.com/goto/onstage/g.php?MTID=e46c2d03d95212c936715477ea0cbf11c

        Your Financial Approach

        We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill 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
        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3

        1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
        2 Banking, mortgage and home equity products offered by Bank of America, N.A.
        3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
        4 Trust and fiduciary services are provided by Bank of America Private Bank.

        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.

            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.

            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.

            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.