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The Mackey Weber Group

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Merrill Lynch
Wealth Management


Headquartered in Indiana, Pennsylvania, the Mackey Weber Group works closely with individuals, institutions and families to help 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

The Mackey Weber Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.

Personal Wealth Management

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.
 

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.  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.

Eddie Urbina-Fontanez

Wealth Management Banking Specialist

Merrill

Danika Wukich

Alternative Investments Regional Specialist

Bank of America, N.A.

Jeremy Floberg

Wealth Strategies Advisor

Bank of America, N.A.

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.