Slattery Hruby Group

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Merrill Lynch

Slattery Hruby Group

Wealth Management
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Merrill Lynch
Wealth Management
Throughout Nebraska and across the country, The Slattery Hruby Group is committed to offering affluent families the experience, insight and know-how to help preserve and potentially grow their wealth. It's a different kind of wealth management because we look at everything consistently from the client's point of view.

Slattery Hruby Group

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Our Statement to You

An engagement with our group means we will look at your wealth with a holistic approach, including your balance sheet, human capital, level of interests, aspirational accomplishments, where you want to go, and what kind of ride you want to get there. Whatever your goals are, they are yours. We want to help you make your goals become an enjoyable reality. We will help guide you through our process to develop quantifiable paths to your goals, and bring organization to the complex.

Our Commitment and Passion

The Slattery Hruby Group is committed to you. Beyond wealth and asset management, our goal is to help you make more informed decisions on a broader financial and personal scale. Our passion is helping you to pursue your passions. Individually and collectively, we bring a tailored talent to each of your circumstances. We strive to make clients' goals and missions possible. You will find that our team has:

Experience

We have decades of experience working with families. We are committed to helping clients pursue their needs, perspectives and goals.

Resources


In addition to advice and guidance, you have access to the investment insights of Merrill Lynch and the banking convenience of Bank of America. We can offer you strategies designed to help you pursue your unique financial goals.

Compassion

We work with a small group of select client families and small businesses so that we can communicate frequently and be aware of what is going on in their lives and businesses. That way we can be ready to guide them in updating strategies as they experience change in their lives.

"As a team we believe in the power of close, personal relationships. We work with multiple generations across their financial lives. We are proud that clients remain with us for many years including their children and grandchildren can do the same. "
-Daniel Slattery, Senior Vice President, Wealth Management Advisor

Helping You Build Your Wealth and Business Strategies

Merrill's four-step client process starts the moment we begin to talk about your vision, dreams and goals. We discover who you are and where you want to go.

Establish Objectives

From the beginning, The Slattery Hruby Group seeks to understand your vision as clearly as you do. To help attain this, we meet with you and your family (if you choose) or your business. By intently listening, we develop an accurate picture of your current financial life. We ask questions, sometimes tough ones, to help you express and define where you see yourself, your family, and/or your business in the future. We work to understand your time horizon, risk tolerance, liquidity needs and goals.

Set Strategy

Once your objectives are clear, we suggest a customized wealth management or business strategy to help you pursue them. Your strategy's goal will be to strike a balance between expected performance, risk management, wealth preservation and long-term goals. If you come to us with a portfolio, we'll evaluate your positions, weighing their performance and outlook against your defined goals. We're not looking to change everything: If some of your existing investments fit in your new strategy, and you are happy with them, we may recommend keeping them in place. We will also help identify other opportunities that are consistent with your strategy to help expand your financial horizons.

Implement Strategies

Once we have everything in place, our group will launch your strategy. We are able to recommend strategies from a variety of investment platforms, and we'll suggest the ones we feel are most suitable for you. In addition, we can offer you independent proprietary portfolios through our resources at Merrill Lynch Wealth Management. With the knowledge of Merrill, we have a plethora of choices to help you manage and evaluate your strategies along the way.

Review Progress

We are then able to manage performance monitoring that helps you track progress and maintain control over your finances. During this process, we also meet regularly with you to review progress. Our reviews are designed to reexamine your portfolio, and then make any necessary strategic adjustments along with any new goals or objectives you want to pursue. From there, we would meet with you regularly to review your progress. We are able to meet in person at our office, your home or any place where you feel comfortable. We also can be in contact with you via email, phone, mail, or over our secure Web viewer system, WebEx. We have many options to make sure we are easily accessible and at your convenience.

Our Financial Services Designed Especially for You

At The Slattery Hruby Group, our top priority is helping you and your family manage your diverse and changing financial life. We are experienced in working with families, many of whom own businesses and whose investments and assets may include securities, real and intellectual property, rights and licenses, or business equity stakes. We seek to assess your total financial picture and offer strategies to help you manage, evolve and refine it. What's more, these strategies are customized to your unique objectives. It's a goals-based approach to wealth management designed to encompass:

Asset Preservation

We consider where you want your resources to take you in life and work to calculate how much you need. Then we help you to develop strategies that target preservation as well as growth.

Careful Portfolio Review and Rebalancing

Our team reviews your portfolio, as well as other aspects of your overall financial structure. We can recommend adjustments that can help you to respond to market forces and take advantage of new opportunities. We can also guide you on making strategic shifts to bring your portfolio in line with your changing priorities.

Charitable Giving Strategies

We are dedicated to exploring benefits for you and the organizations that you wish to help. Helping others is extremely important to us and helping you in any way to better your cause is one of our utmost passions.

Estate Planning Services

Our group, along with the support of specialists from Merrill Lynch Wealth Management, can help you design an overall strategy to transfer your assets while taking family needs and philanthropic interests into consideration. We also provide a central point of contact and coordination when it comes time for holdings to be passed on.

Insurance and Risk Management

We can help you with life, disability and long-term care insurance to help your assets withstand the loss of a primary earner, or sudden or prolonged illness. We can also coordinate with other family members whom you empower to make decisions for you.

Investment

Dan Slattery and Steve Hruby, our financial advisors, can recommend asset allocations based on your objectives, liquidity needs, time horizon and tolerance for risk. We can also offer alternative investment strategies for certain qualified investors.

Retirement Income Planning Services

Our team can help you lay the foundation for a smooth transition to retirement. We'll look at your specific goals, such as location, lifestyle, income needs, health care costs and more. We can also recommend long-term portfolios designed to preserve and potentially grow your assets up to and through retirement.

Wealth Transfer

Our team can help you develop strategies involving gifting and trusts to assist you in passing on your assets, in your lifetime, or as part of estate planning services.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
 

Advice, Guidance and Financial Services for Your Business

By offering access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, The Slattery Hruby Group can help you coordinate many of your business financial needs with care and efficiency. Also, because so many business clients ask us to help them manage their personal wealth, we can gain a more complete understanding of how your business interests intersect with your individual needs and goals. Our strategies can help you with:

Financing

Through Bank of America, our team can offer access to financing strategies for business equipment and machinery, receivables, construction, real estate, intellectual property, rights and licenses, and acquisitions to help pursue your business goals and growth.

Investing

Our team offers a variety of investment strategies to help preserve your operating capital and cash reserves. We are able to help you find your risk tolerance and find those opportunities that work for you through periodic account monitoring and rebalancing.

Advancement and Exploration into Markets

As entrepreneurs and business owners, you are constantly looking for new opportunities to grow, learn and explore. Our team is too. We are able to assist and expand with you as you find new markets and paths for your company. The Slattery Hruby Group can offer clients access to markets such as aircraft, viticulture and enology industries through the resources and specialists within Merrill, Bank of America banking services and Bank of America Private Bank that have experience in handling client needs in those areas. We are willing to take those steps with you as you explore into your new-found adventures.

Business Succession

When you are ready to exit your business, our group can offer you access to Merrill's Private Sales Referral Network. This group connects small- and lower-middle-market businesses with vetted boutique investment bankers who specialize in industry-specific mergers and acquisition.

Our team is also your one-stop connection to an extensive range of business banking services through the resources of Bank of America. We have years of experience helping businesses streamline their financial operations and help them find and use capital more effectively. Again, your passions are our passions.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Daniel S Slattery

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Meet Our 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.

Joseph H McCullough

Joseph H McCullough

Trust Specialist

Jessica Khammany

Jessica Khammany

Wealth Management Banking Specialist

Rachel A Fitzpatrick

Rachel A Fitzpatrick

Structured Credit Executive

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to achieve what's most important to you.

<br />Regular reviews to help you stay<br />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.

    <br />Monitoring changes in your life<br />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.

    Wealth Management Your Way

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

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

    You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill Lynch?

      As Merrill Lynch Wealth Management 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 Wealth Management Advisor.

      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, 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.