Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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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.

Elliott M Kugel

Financial Times "400 Top Financial Advisers" 2014, 2015, 2018, 2019, and 2020
Published annually Mar - April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2010-2013
Published annually in February. Rankings based on data as of September 30 of the prior year.

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Wealth Advisors" 2016-2021
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.

David M Briegs

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Wealth Advisors" 2022
Published on August 24, 2022. Rankings based on data as of March 31, 2022.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2019-2022
Published annually in February - March. Rankings based on data as of September 30 of the 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.

Janet Oleary

Employee Benefits Specialist

Bank of America, N.A.

Raquel Pena

Wealth Management Banking Specialist

Merrill

Margaret M Brennan

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #644484

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

The Kugel Briegs Group has served the retirement planning and wealth management needs of clients for over 25 years. We serve hundreds of families who have entrusted us with assets of approximately $2.0 Billion (as of September 2022).

Our group provides the intimacy and personal attention of a small boutique and the global resources of one of the world's largest financial services firms. We are easy to reach and highly responsive when clients need us.

Wealth Management isn't merely moving money or chasing temporary gains. It is using wealth to turn goals into reality.

 

Philosophy

Our purpose, first and foremost, is to understand you.

To take the time, to ask hard, smart questions and to listen carefully until it’s understood, in great detail, exactly where your wealth stands today. And where you’d like, and need, it to be tomorrow.

Then we help you design, implement and review a customized wealth management plan and investment program that helps you and your family to achieve your personal financial goals without undue sacrifice to your lifestyle or unnecessary investment risk.

Approach

We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

Our  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

Our approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

Capabilities

Our wealth management process begins by getting to know you and understanding your goals. We start by developing a thorough understanding of what you value most, your risk tolerance, time horizon, liquidity needs, and what your goals may be. In our one-on-one discovery meetings with you, we draw on the analytical skills and deep experience of our advisor team to review your portfolio and objectives so that we can work closely together to create a financial approach that helps you pursue your goals.

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.


      Merrill_Capabilities_Brochure.png

      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.