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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.

The Duvall Jackel Group

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 9, 2024. Rankings based on data as of March 31, 2023.*

The Duvall Jackel Group

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 9, 2024. Rankings based on data as of March 31, 2023.*

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.

Eli Poupko

Private Wealth Strategist

Merrill

Douglas Washor

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #600640

Cristian Lucero

Wealth Management Banking Specialist

Merrill

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.

The Duvall Jackel Group Philosophy

The Duvall Jackel Group, believes that successful wealth management is about more than just investments. Every member of our team is dedicated to helping our clients achieve their financial wellbeing.

We help you design, implement, and oversee a custom strategy that helps you and your family pursue your personal financial goals without unnecessary risk. We believe every client is entitled to the highest level of personalized service and care.

From our experience, this personalized approach not only fosters meaningful relationships but also helps create the best opportunities to achieve your financial and life goals.

Approach

Wealth Management is a dynamic process. As we focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you, your family and developing a plan. Our job is to understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. We will be here to help you make adjustments to your plan if and when necessary over time.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Named “Top 100 Plan Advisers” by PlanAdviser Magazine in February 2006, 2007, 2009 and 2010.

*As published in the November-December issue of PLANADVISER.  PLANADVISER’s 2010 Top 100 Retirement Plan Advisors were determined from entries to the 2010 PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards. Qualification criteria for the Top 100 Advisers and Adviser Teams list were based solely on quantitative factors (including dollar value of qualified plan assets under advisement, number of plans, and demonstrable presence), while the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards consider both qualitative and quantitative factors, including factors not considered in determining the most successful lists. PLANSPONSOR and PLANADVISER are not affiliates of Bank of America Corporation.

Retirement Benefits Consultants by Merrill Lynch Wealth Management. Howard Duvall and Andrew Jackel were among the inaugural group of advisors to be awarded this designation.

Individual Tab

We serve affluent investors whose complex planning needs and ambitious goals demand sophisticated, in-depth service. Our goal is to guide clients through every life stage from wealth accumulation to wealth transfer and balance their lifestyle today with their desire to create a lasting, meaningful legacy. Combining our team’s decades of experience with Merrill's resources, we support individuals and families with:

Customized goals-based wealth planning including retirement and education funding

Investment management, including stocks, bonds and mutual funds

• Investments, including alternative investments*, hedge funds and private equity

• Estate, gift and charitable giving planning services

• Tax-minimization strategies in collaboration with your tax professionals

• Home Lending and debt structuring from Bank of America, N.A.

• Insurance, including life, long term care and disability

• Progress tracking, goal and performance reviews

• Customized investment management strategies


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*NMLS ID 578845 

We serve affluent investors whose complex planning needs and ambitious goals demand sophisticated, in-depth service. Our goal is to guide clients through every life stage from wealth accumulation to wealth transfer and balance their lifestyle today with their desire to create a lasting, meaningful legacy. Combining our team’s decades of experience with Merrill Lynch Wealth Management’s resources, we support individuals and families with:

Customized goals-based wealth planning including retirement and education

Investment management, including stocks, bonds and mutual funds

• Investments, including alternative investments*, hedge funds and private equity

• Estate, gift and charitable giving planning services

• Tax-minimization strategies

• Home Lending and debt structuring from Bank of America, N.A. (NMLS ID 578845)

• Insurance, including life, long term care and disability

• Progress tracking, goal and performance reviews

• Customized financial strategies

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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.


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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.