Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
J. Brian DeGroft, CIMA®, CPFA, Senior Vice President & Wealth Management Advisor, has 27 years of experience with Merrill Lynch. Brian and his team, The Renie DeGroft Arthur Hall Group provide high net worth individuals and institutional clients customized wealth management advice and fiduciary services. Brian is a 1991 graduate of the University of Dayton. Brian has completed executive education at The University of Pennsylvania's Wharton School of Business for Financial Leadership and for High Net Worth Investing. Brian has also completed executive education at Harvard University. Brian achieved the Certified Investment Management Analyst® (CIMA®) certification, studying at The University of Chicago Booth School of Business. Brian also holds the Certified Plan Fiduciary Advisor (CPFA) designation, providing Plan Fiduciary and Education Services for corporate sponsored retirement plans.
Brian lives in Mason, Ohio with his wife Kristin and their four children. Their two college age children are studying Finance at The Ohio State University and Special Education at Miami University. They also have a Junior at Mason High School and a Freshman at St. Xavier High School. Brian volunteers his time coaching special needs hockey with the Cincinnati Cyclones Special Hockey Program and supporting The St. Xavier High School Hockey Program. Brian has also been an active volunteer for the American Cancer Society’s Coaches vs. Cancer Initiative.
Brian and his team of Wealth Structuring, Estate Planning Services and Credit & Lending Specialists help clients pursue their long term goals by incorporating the vast resources available at the combined Merrill Lynch, Bank of America & U.S. Trust organization. Brian creates customized investment portfolios, tailored to each client’s specific risk and return objectives determined in the wealth planning process. His areas of focus and professional knowledge are: Investment Management, Fiduciary Services, Retirement Income Planning, Wealth Structuring, Philanthropic Solutions, College Education Planning, Corporate Retirement Plans, Credit & Lending and Tax Minimization Strategies.
Brian's team of Commercial and Individual Lending Specialists at the combined companies: Merrill Lynch, Bank of America and U.S. Trust provide clients with specialized and significant lending opportunities.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of 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.
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.
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 give you peace of mind* that you're on track to help achieve what's most important to you.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I 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.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.