Bridge to a more bullish future?

In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

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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 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year). In 2014, the Financial Times recognized Bill as one of Top 400 Advisers in the nation (*Source: Financial Times “400 Top Financial Advisers” list, published on March 25, 2014. Rankings based on data as of June 30, 2013).

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: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved.

*Source: Financial Times “400 Top Financial Advisers” list, published on March 25, 2014. Rankings based on data as of June 30, 2013.

The Financial Times “400 Top Financial Advisers” (FT 400) is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. 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

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.


    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.


      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.