Monger, Eller & Associates Wealth Management Group

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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.

Tyson Hickle

Tyson Hickle

Wealth Management Banking Specialist

Terry Daniel Fowler

Terry Daniel Fowler

Wealth Management Lending Officer, NMLS #565738

Daniel H Mandel

Daniel H Mandel

Trust Specialist

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 is to understand you and your priorities. 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. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Maintaining principles that clients can believe in
“We maintain our approach by following five guiding principles: client focus, communication, excellence, asset preservation and true value.”

We’re privileged to work with some of the most affluent families in Oklahoma and across the country—families that have built their wealth step-by-step, through hard work, sacrifice and unwavering focus. These traits are what drive our thinking and service. We believe clients choose our team because we strive to uphold five key principles of wealth management practice:

1. The client comes first. Your best interests are our top priority. WE believe that you’ll see this in the responsiveness of our team members and in the suitability of our recommendations to your family’s entire wealth outlook.

2. Keep open lines of communication. AS life changes, your outlook changes. A candid two-way dialogue is essential to keeping up. You can count on us for straight talk and straight answers.

3. Strive for excellence. We are committed to staying informed about the latest market and industry trends, keeping up with the latest portfolio management strategies, while understanding the goals you have for yourself and your wealth.

4. Focus on preservation over growth. Overwhelmingly, clients are interested in preserving the assets they’ve worked so hard to build. Of course, growth is important and, where suitable, we recommend sensible, prudent ways of pursuing it.

5. Knowing the greater value. Wealth—the kind you measure on a balance sheet—is vitally important to the way you live. However, we respect the value of the other riches in your life—family, integrity, relationships, a quest for something better—and strive to understand how these fit into your goals.


“Our team can help you pursue the lifestyle you want and deserve – on your timetable, not someone else’s. Our advice and guidance are based on understanding your values and objectives.”

Matthew Monger, CDFA®, CFP, CRPC®
Managing Director
Wealth Management Advisor
Portfolio Manager
Offering prudent guidance and outstanding customer service
Monger, Eller & Associates Wealth Management Group is a highly experienced Merrill Lynch team offering integrated wealth management strategies to a select clientele. Our mission is to exceed your expectations at each stage of you financial life.

We understand the importance of the wealth we’re asked to help manage. We know it is the achievement of what you’ve done today—and the foundation of what your family will accomplish tomorrow. So we concentrate on three key areas of wealth:

Wealth Preservation

Our Wealth Preservation strategies take into account your spending and liabilities, taxes, inflation, wealth transfer plans and charitable giving. We then work with you and your outside tax professionals to help you develop an income and investment structure designed to keep pace with your life.

Risk Management

While developing strategies, we keep your objectives in mind, as well as you risk tolerance, liquidity needs and time horizon. We ask, “What is the risk tolerance of this family?” “Is this course of action correct for their financial personality?” “Does the potential reward match the risk being considered?” We also consider various risk hedging techniques, for certain qualified investors, and guide you on viable uses of insurance and trusts.

Goal-tailored focus

We like to work with clients who follow a principle path. Often these clients use their wealth to pursue goals beyond accumulation. Many of them are involved in helping their communities, establishing foundations, doing what they can to serve a higher good. We understand that these different goals require a different approach—in investing, income and cash management. We believe that you’ll find out team is adept at developing creative strategies, and can offer access to these services through Bank of America, N.A.
Creating an actionable wealth strategy, step by step
From our position within your circle of advisors, we help you develop an all-encompassing structure that addresses various aspects of your wealth, and details, point-by-point, your potential actions and milestones.

As we chart the structure of your wealth, we consider everything from household and domestic expenses to your income and liabilities, current investments, business or property ownership, retirement accounts and estate planning services.

We’ll look closely at your current and projected income needs. What about taxes? What about trusts? How would the family—and the portfolio—survive the loss of the primary earner? How can you enjoy your wealth today and leave a legacy for future generations?

To answer these questions with action, we guide you through:
  • Long-term wealth strategies: Creating practical, durable income-generation and management strategies to support you no matter how long you live. We also develop contingency plans to help your family’s assets withstand sudden and unexpected events.
  • Disciplined investment management: Establishing real-world investment parameters in accordance with your goals and tolerance of risk. Within these guidelines, we seek asset preservation, while keeping the potential for upside gains. We also may recommend separately managed accounts for funds invested outside the set parameters of your majority portfolio.
  • Efficient financial management: Offering sensible strategies to help manage you day-to-day spending—and, when possible, pinpoint areas where you may be able to save significant sums without altering your lifestyle. We can also help you outline the financial discipline you’ll need to pursue your vision of life over the next 5, 10 or even 20 or more years.
  • Forward-thinking wealth transfer strategies: Coordinating, at your request, with the work of your legal and estate planning specialists to help create smart wealth transfer strategies that may use insurance, trusts, gifting and family partnerships to pass on wealth the way you want.

We also meet with you regularly to review your portfolio and wealth management strategy, recommend needed adjustments and help you keep you financial life in step with your changing outlook or goals.


“Many times, emotions and conflicting agendas can cloud financial decision making. Part of our job involves using our skill and experience to offer clients what we believe are the most viable courses of action. We are committed to doing this clearly, honestly, from a position of trust and knowledge.”

--William E. Eller Jr. CFP®
First Vice President
Senior Relationship Manager

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.

Regular reviews to help you stay 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.

    Monitoring changes in your life 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.

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    Access to what you need, when you need it

    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

    • Your advisor is never more than a click away within our site or mobile apps
    • 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

    *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. Merrill Lynch Wealth Management 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.

    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.