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The Brown Hurray Plantz 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.

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

A Different Client Experience

The Brown Hurray Plantz Group is a Merrill Lynch Wealth Management team that offers financial strategy, implementation and service to multiple generations of client families. We are privileged to work with an accomplished group of clients, helping them pursue meaningful financial goals with purpose and precision.

We believe we offer a different kind of client experience grounded in an exceptional continuity of care.  Our founder, Bill Brown, built our team as a single source for robust and personalized wealth management.  In 2019, for the eleventh consecutive year, Barron's* named Bill to its list of the Top 1,200 Financial Advisors in the country. In 2014, the Financial Times recognized Bill as one of Top 400 Advisers in the nation.

We enjoy helping people discern the purpose of their wealth as they see it and pursuing that vision with determination and attentiveness. We invite you to learn about the ways our team is eager to help you grow, preserve and pass on your wealth effectively.

*Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019.  For more information about the selection criteria, visit: http://details-he.re/1u7KVH. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

*Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2014). For more information about the selection criteria, go to http://im.ft-static.com/content/images/047b2e0a-d10e-11e4-a840-00144feab7de.pdf.

*The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

Tailoring Capabilities for Complex Needs

We work with a diverse clientele. Many are senior corporate executives, closely-held business owners and multi-generational families. Each relationship is firmly centered on a client’s particular needs and priorities.

Our capabilities are wide ranging, reflecting a holistic approach:

     Investment management
     Cash-flow analysis
     Retirement strategy
     Estate planning services
     Philanthropic strategies
     Access to banking and lending services through Bank of
     America, N.A.

We recognize that clients encounter complex crossroads in their financial lives; we believe we are particularly skilled in navigating time-sensitive opportunities. For executives, these include concentrated and restricted stock strategies for monetizing equity positions. For business owners, we help prepare for liquidity events and the myriad of details and decisions that accompany a sale or transfer. And for multi-generational families, we view wealth with a tax-sensitive perspective, helping them structure and transfer wealth with forethought and deliberation.

“Clients rely on us for strategies and tactics that are thoughtfully devised and painstakingly executed. From hedging and monetizing concentrated positions, to the sale or transfer of family businesses, we distill complexity and establish the frameworks that clients need to move forward.”   - Anton R. Plantz, III

Helping You Advance Your Vision with Precision

We approach clients mindful of the distinctive concerns and challenges they face in managing and stewarding wealth; part of our outreach is helping clients ask and answer the right questions. Through our consultative approach, we seek to devise a course of action that advances objectives while keeping clients apprised of the rationale behind strategy and tactics. We believe an educated client is better positioned to make sound decisions. Our goal is to facilitate the decision-making process through timely information and precise analysis.

Many of the clients we serve lead busy lives, balancing professional and personal commitments. Our outreach helps restore more time to these pursuits, giving clients the reassurance that their financial matters are tended with diligence and care. The breadth of our team and the wide-ranging nature of our capabilities allow us to channel a wide range of questions and needs.

“Clients quickly perceive the depth of our engagement and knowledge. They want a deft hand and a focused intensity. We believe we deliver on that expectation and are honored by client referrals as a potent barometer of the relationships we build.”           - Matthew G. Hurray

Service and Advice Based on Nurturing Long Term Relationships

We approach wealth management from a long-term perspective. We not only want to tackle immediate needs but also deep-seated aspirations, and our team is structured to align with those dual objectives. Our significant experience as advisors gives us maturity and seasoned judgment. But our team also brings the energy and enthusiasm of youth, as well as fresh insights. We call this model our continuity of care. When you work with the Brown, Hurray, Plantz Group, you engage a team that is poised to serve you—and those you care about—for many years to come. Your needs transcend the role of any one team member. That’s why we foster a collaborative approach with shared responsibilities.

The continuity of care not only applies to our structure but to its impact. We look to work with multiple generations of families, targeting the priorities of different life stages. From matriarchs and patriarchs to grandchildren and great-grandchildren, we take satisfaction in helping transmit a family’s vision and values through decades of involvement.

And the continuity doesn’t end there. We also work to facilitate sound communication and clear direction with a family’s external tax and legal advisors, as appropriate. We embrace the idea that the whole can indeed be greater than the sum of its parts; that belief drives our effort and follow-through.

“Our team anticipates. We don’t wait for clients to initiate a request; we try to pinpoint the ways we can be useful and then pursue those tasks with resolve. Caring comes naturally to us; clients recognize our sincere interest in their well-being.”               - Leah D. Wetzel

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.