Bank of America Coronavirus Resource Center See details

The Mackey Weber Group

push-top
Merrill lynch

The Mackey Weber Group

Introduce us to a friend

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

Headquartered in Indiana, Pennsylvania, the Mackey Weber Group works closely with individuals, institutions and families to simplify and improve their financial circumstances.  Our mission at the Mackey Weber Group is based holistically on you, our client.  As a team of financial advisors, our focus is on your specific goals and how to achieve them.  Utilizing investment insights from Merrill and the banking resources of Bank of America, we have all of the tools to address the complex challenges you may face.
Welcome

Our mission is to understand you and what matters most to you. 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 and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Personal Financial Planning

It is just as important to manage your liabilities as it is your assets.  After all, money saved is just as helpful as money made. Our clients have access to discounted mortgages/home equity lines, preferred credit cards and secured credit against investments.

  • Spending & Budgeting
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Trust & Estate Planning Services
    • We partner with Bank of America Private Bank, one of the largest fiduciary trust companies in the country
  • Insurance
  • Long Term Care

Utilizing our Wealth Outlook software, we can stress-test your wealth management plan to see if it meets your specific goals.  If you do not have an existing plan, our team will work with you to assist in articulating your goals and creating a plan around them.  We are happy to consult with you at no cost to see if we are a good fit to help meet your needs.
 

Medical Professionals

Whether you’re a physician, dentist, surgeon or any of the various medical professionals that serve our community, we know that your time is scarce and therefore extremely valuable.  With the constant stress and pressure of working in an ever changing industry it can be difficult to allocate the proper time and care necessary to craft, implement and continually execute an efficient financial strategy.  Your needs are unique and complex.  The Mackey Weber Group, has worked with medical industry professionals and we understand some of the challenges you face such as:

  • Tax Efficient Investing
  • Retirement Planning
  • Insurance needs
  • Liability Management
  • Buying or selling a practice

Scott Weber, Donna Yvanek and Luke Anderson have a combined experience of over 60 years in the financial services industry.  Each one of them has achieved the CERTIFIED FINANCIAL PLANNER certification (CFP®).  Allow us to identify what is important to you, craft a detailed financial strategy, execute and adjust as necessary on behalf of you, your family and your practice.

Business Owners

Owning and operating your own business is one of the most difficult, stressful and challenging ventures in America today.  Yet, it can also be the most rewarding.  No two businesses look exactly alike, which can present very unique financial obstacles.  With the help of the Mackey Weber Group, you can meet these obstacles head on and focus on what is important to you.  Some of the more common areas that we can help small businesses with are:

  • Having the proper insurance for yourself and your key employees
  • Providing a retirement plan for you and your employees
    • 401k / Profit Sharing
    • SEP IRAs
    • Simple IRA Plans
    • Cash Balance Plans
    • Deferred Compensation Plans
  • Treasury Management
  • Credit & Lending
  • Investment and liability education / management

At Merrill, we have full access to Bank of America’s credit and lending arms which allows us to work with you to control and manage both sides of your balance sheet with one contact.

401k, Endowment & Foundation Management

The Mackey Weber Group structures and advises on 401k plans for all size companies ranging from singularly owned businesses to companies with hundreds of employees.  As the owner or administrator of a company plan, we will work with you to match with a platform that fits your specific needs and simplifies your workload.  With multiple partners from which to choose, we can bid out your plan on your behalf.  This leads to the most competitive pricing of your plan and a comprehensive choice of investments.  Ultimately, we will help you select the plan that gives the best fit.  Furthermore, our team will provide on location education and guidance on a regular basis to you and your employees.

Non-profit companies, endowments and foundations play an integral role in our communities and in society at large.  It’s of vital importance to have a team in place to continue the management/administration of these entities until its goal has been achieved.  Often times, that goal is one that extends into perpetuity, hopefully continuing on a legacy or mission into the foreseeable future.  We can help put you on a path of responsible growth using an investment policy statement to adhere to board guidelines and make sure that your distributions / gifts / tax reporting are all handled with care.  We are always glad to have your organizations investments reviewed at no cost.

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.

Andrea K Hulsman

Andrea K Hulsman

Wealth Management Banking Specialist

Merrill Lynch

James F Ade

James F Ade

Retirement Specialist

Merrill Lynch

Jeremy Floberg

Jeremy Floberg

Trust Specialist

Bank of America, N.A.

Past Events

Derek Harris - Market Update

October 13th, 2020|3:00 PM - 4:00 PM

    Your Financial Approach

    We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Planning Services4
    • Education Funding1
    • Insurance3
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds4
    • Private Foundations4
    • Charitable Trusts4
    FINANCE
    Using your finances to bring it all together
    • Merrill 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

    1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
    2 Banking, mortgage and home equity products offered by Bank of America, N.A.
    3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
    4 Trust and fiduciary services are provided by Bank of America Private Bank.

    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 approach, our goal is to help you stay on track to achieve what's most important to you.


    Periodic 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.


      Monitoring 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.

      Wealth Management Your Way

      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.

        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.