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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.
Brant Mark Wiehardt, CPFA
Vice PresidentFinancial Advisor
Retirement Accredited Financial Advisor
Merrill Lynch
Wealth Management
As a Certified Plan Fiduciary Advisor, CPFA® professional that focuses on Business Retirement Plans, the value I provide to my clients goes beyond their investment menu. I help Plan Sponsors comply with their Fiduciary Responsibilities. I also, take a consultative approach with Plan Administrators to help their plans work in the best interest of their employee participants.
Profile
Brant Wiehardt is a Vice President and Financial Advisor at Merrill Lynch Wealth Management in Bozeman, Montana. He joined Merrill in 2020 with 11 years of financial services experience. Brant enjoys working with busy and successful individuals and families across the country who are unique in their circumstances yet similar in recognizing the value of having a dedicated financial advisor on their side.
He is committed to helping clients realize their personal and deeply held aspirations at every stage of life. Whether those goals revolve around preserving your wealth, maintaining your current lifestyle throughout your retirement, or passing your wealth on to your children and grandchildren, Brant begins every relationship with conversations to learn as much as he possible can about you and your family.
Passionate about educating you in easy-to-understand language, Brant strives to keep you focused on your goals and can help moderate the emotions that can undermine a successful wealth management strategy. He sees every interaction as an opportunity to listen and learn. It is his intention to be a financial resource and help you make informed decisions about your money—today and in the future.
Brant earned his Bachelor’s degree in business administration from the University of Arizona in Tucson. He holds the Certified Plan Fiduciary Advisor, CPFA and Retirement Accredited Financial Advisor designations. Brant is a member of the National Association of Plan Advisors.
Brant and his wife, Katie, reside in Bozeman, with their two sons, Chapman and Tate, and family dog, Stormy. He enjoys spending time in the backcountry skiing, mountain biking and hunting as well as floating and fishing Montana’s rivers. Brant formerly coached his sons’ various youth sports teams and today he enjoys watching their school and AAU basketball games. He also supports Bozeman Help Center, an organization dedicated to providing mental health and crisis intervention services in the local community.
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EDUCATION
University of Arizona
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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.
Frank Miller
Wealth Management Banking Specialist
Merrill
Bill Grey
Structured Credit Executive
Bank of America, N.A.
Kirsten M Schubring
Employee Benefits Specialist
Bank of America, N.A.
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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.
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