Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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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.

William Todd Wahl

Forbes "Best-in-State Wealth Advisors" in 2023* for the 6th consecutive year
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

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.

Cynthia Kriss

Wealth Management Banking Specialist

Merrill

Joseph McCullough

Wealth Strategies Advisor

Bank of America, N.A.

Stephanie J Powell

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #558876

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Consistent Service

Providing dependable service is our passion. So, we work with a select number of households in order to support each individual and family with personalized service. In every step, we listen to your thoughts and address your concerns. Our priority is to put your best interests first and help you pursue your goals—without worrying if meeting them is possible.

Thorough Process

In an evolving financial landscape, staying ahead of developments is essential. From the first time we meet to decades down the road, we’re here to proactively guide you and offer access to the deep resources and specialists of Merrill Lynch Wealth Management and the banking convenience of Bank of America. Whether you’re preparing to retire or improving today’s cash flow, you’ll receive informed perspectives and consistent tracking of your progress in every step.

Multigenerational Guidance

Families are living legacies, evolving with each generation. We believe that guiding all loved ones is essential, and we incorporate the next generation in our process when appropriate. We’re dedicated to helping each family member prepare for their financial futures, and often begin advising younger clients once they graduate college.

At Wahl, Dieckhaus & Associates, we believe that your life goals and dreams are possible. We’re ready to provide the meaningful service that helps you put them within reach, so you arrive at your destination with care.

Focus On Retirement Planning

Over the last few decades, life expectancy has risen dramatically. Today’s retirees are not only living longer, they are living healthier longer. So a question to be answered is “What do you do with those extra years and how will you pay for them?”

No matter how much income you may have, putting a retirement strategy in place could be the most important thing—the first thing—you can do as you work with the team on your overall financial strategy. The team can help you determine your lifetime cash flow requirements, you can then focus on the other pieces of your financial life, including legacy and family needs, volunteering for charitable work, leisure time activities, acquisition of collectibles, and building a second home. Let’s talk about customizing and implementing a strategy to help you achieve a comfortable retirement.

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.

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.


      The Power of the Right Advisor®
      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.

      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.