Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

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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.

  • EDUCATION

    University of Arizona

Professional Staff

Supported by the global resources of Merrill, my 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.

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.

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

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Investments

I believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor I will get to know what matters most to you and help you define your goals. I use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.

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

      I 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. I 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.

      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.