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Merrill lynch

CRMB Wealth Management Group

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Merrill Lynch
Wealth Management


At CRMB, we combine seasoned judgment with passion and enthusiasm, helping multiple generations pursue meaningful goals and more satisfying financial lives.

Welcome

When your wealth takes on a certain scale, it often takes on a parallel complexity. At CRMB, we’re deeply skilled in helping you streamline the many moving parts of your wealth.

Some clients come to us at significant decision points in their wealth. They may be contemplating retirement, preparing a business for sale, or wondering if their portfolios are properly positioned for current market conditions.

Other clients look to us to help clarify their financial framework. Typically, the day-to-day management of their wealth has become more demanding. We help them tie down the loose ends of their financial picture, uncovering possible efficiencies and forging a more cohesive whole.

Still other clients engage us with an eye to the future. They are eager to preserve and pass on their legacy, whether that’s making life more comfortable for a spouse or loved one, cultivating sound stewardship in their children or grandchildren, or supporting the mission of a favorite organization.

Our team offers the judgment of experience combined with a passionate dedication to our craft. Our varied life stages allow us to serve as a reliable resource and guide for multiple generations, providing continuity and consistency for decades to come.

The Clients We Serve

We are honored to serve a high achieving clientele. Typically, they have created wealth through a life of discipline and hard work. They tend to be people of character and grit who approach their wealth intentionally, looking to have a meaningful impact on their families, businesses, and communities.

Client referrals constitute the primary source of our new relationships, a fact we find both humbling and inspiring. We believe there’s no better validation of our work. We also appreciate the preciousness of client trust, cementing that bond through our ongoing work ethic and responsiveness. Client success is the metric we value most.

Clients come to us from varied paths. Some are executives, professionals, business owners, or real estate investors. Others are individuals who are contemplating retirement—or are already enjoying that milestone. Still others are multi-generational families, who appreciate the varied life stages inherent in our team and the continued care we can provide their children and grandchildren.

By engaging our group, clients enjoy a refreshing freedom: they get to go live their lives. We manage their financial affairs so they can regain precious free time, focus on their personal and professional passions, and look to the future with confidence.

The Difference We Offer

Clients engage us, we believe, because of some important differences we offer:

  • Experience. We measure our tenure in decades, rather than years. Our Advisors—Steve, Ian, Geoffrey, Chris, and Richard—have more than 100 years of collective experience catering to the needs of high-net-worth clients. We’re attuned to the key issues involved in growing, preserving, and passing along wealth, because we’ve guided other clients through similar crossroads. Our tools, technology, research, and platform, we believe, allow us to offer a differentiated approach, one grounded in the strength and solidity of Merrill, delivered with the warmth and personalization that are hallmarks of our team.


  • Scope. We recognize that “wealth” comprises multiple aspects of a client’s financial life, not all of which are quantifiable. Clients look to us to help navigate diverse market conditions, helping them make poised decisions about their portfolio allocations, cash-flow needs, risk tolerance, and timeframes. We also help people tackle other important goals, such as wealth planning, trust and estate planning services, higher education savings, insurance, charitable giving, or home and business financing through Bank of America. If a client has a question or need, we want to be their go-to resource, sounding board, and guide.


  • Depth of Relationships. We get to know clients deeply, forging long-term bonds that demonstrate our commitment to them and their loved ones. Our approach is warm, personalized, and intimately attuned to the unique dynamics of each relationship. It’s not unusual for us to interact with three generations, catering to the distinctive priorities of different life stages, whether that’s planning for retirement, financing a first home, saving for a college education, or developing sound financial habits.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Service in Action

We believe our service team, led by Rebecca and Christie, is without equal in its dedication and responsiveness. When clients have questions, it’s important to us that their inquiries are resolved quickly and effectively. All the members of our team are empowered to act—not simply to listen. We’re a team of problem solvers, adept in tracking down potential solutions across our organization or beyond the walls of the firm.

Here are a few of the ways that we strive to exceed expectations:

  • We appreciate the value of one-on-one communication. We don’t rely on automated phone systems where it is difficult to reach a real person. Clients speak to us when they need us.

  • We stay in touch with evolving client needs. Clients look to us to benchmark their progress toward meaningful goals, refining our approach based on dynamic conditions and life events. We speak and meet with clients often—both formally and informally—so we can continue to provide impactful advice that is attuned to their situations.

  • We provide the depth of a true team, capitalizing on our collective strengths to enhance our collaboration and impact. Clients have the reassurance that they are known and understood by multiple members of CRMB who are knowledgeable about their circumstances and committed to their success.


If you anticipate a significant financial decision in the months ahead, have a nagging question about the direction of your wealth, or are interested in regaining precious free time, please see the red “Contact Us” button or the black “Request Appointment” button at the top of our website. We offer a complimentary consultation and are eager to discuss your situation and the ways in which our capabilities align with your needs.

  • Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list

    Published on January 12, 2023. Rankings based on data as of March 31, 2022.*



    *Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
    Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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.

Ian H Rogers

Forbes "Best-in-State Wealth Advisors" 2022-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Christopher M McCreath

Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Geoffrey Creighton

Forbes "Best-in-State Next-Generation Wealth Advisors" 2022-2023
Published annually Aug - Sept. Rankings based on data as of March 31 of current 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.

Jacob R. Olsen

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #432347

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.