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VMT Wealth Management

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Merrill Lynch

VMT Wealth Management

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Merrill Lynch
Wealth Management

VMT Wealth Management provides our clients with a high quality wealth planning experience.  We strive to help clients achieve their financial life goals, while making the complexities of financial life easy to understand.

VMT Wealth Management

VMT Wealth Management

At VMT Wealth Management, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and service. We believe we foster a different kind of mindset – one wholly dedicated to advancing the best outcomes for the clients we serve.

Speak to us for a few minutes, and you’ll notice something different. We’re resolutely focused on a client’s goals and continually strive to exceed expectations. We’re keenly attuned to what matters to you – your objectives and needs, values and priorities. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business.

In a financial world marked by change – in markets, regulations, opportunities, and challenges—we look to promote consistency, dispel confusion, and design a personalized path for each family. We have an instinct for solving problems, and look to continually refine and enhance what we do. We’re proud of the fact that we’re restless in our quest to help you, harnessing our team’s complementary skills and strengths. Clients work with us from cities and towns in diverse parts of the United States. Our network of Advisors, Relationship Managers, and Associates collaborate to serve as your “go-to resource,” whatever the financial issue or need.

Our Financial Advisors have garnered a number of accolades including the following award won by Nestor Vicknair:

2020 Forbes Top 100 WA logo - PNG.png
 

 

*Source: The Forbes "America's Top Wealth Advisors" list, August 25, 2020. For more information about the selection criteria, go to http://details-he.re/xJOmtV. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.

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Committed to an Excellent Client Experience

It is typical practice in our industry for clients to be served by two people, a financial advisor and a client associate. Not at VMT. We use an integrated, "teamed" approach, with three professionals serving each client. Several years ago, we realized that adding a third person would streamline communications.

The VMT way is to serve clients with a financial advisor, a relationship manager and at least one administrative associate.

You will work closely and intensively with your financial advisor as you develop a personal, customized wealth management strategy. Your relationship manager is there to reach out to you, to hear your questions and concerns, while our client associates stand ready to help you with all of your administrative needs.

A Process of Disciplined Advice and Guidance

Managing wealth, deploying investment capital and building diversified portfolios is very complicated today. We don't improvise; we focus on process.

Our approach is rooted in portfolio management techniques used by large institutional investors, such as endowment funds and pension plans.

An Institutional Approach

Sophisticated institutional investors, such as foundations and endowments funds, revolutionized investing about 40 years ago. They were the first to extend the boundaries of investing beyond domestic stocks, domestic bonds and cash to a broader set of global asset classes. They were early adopters of structuring portfolios by carefully weighing the expected return against acceptable levels of risk.

It is this type of thinking and institutional approach that we bring to our individual and family clients. And we apply the same disciplined approach and thought process to each client, regardless of the size of their portfolio. It is the VMT signature.

You can delegate to Nestor Vicknair investment management responsibilities for your portfolios, meaning he has discretion over certain investment decisions surrounding your investment strategy. Once Nestor has confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, he will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting him authority allows him to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to meet your goals.

To help you track and assess performance, we will regularly review your portfolio with you and you will receive periodic communications including monthly statements, quarterly portfolio summary updates and annual performance reports.

The asset allocation frameworks that support these primary models are designed with the potential to help:

  • Grow wealth over time
  • Capture most of the market's upside, while preserving on the downside
  • Target more consistent returns with better predictability
Nestor can also work with other financial advisors throughout Merrill Lynch Wealth Management to help create dynamic investment strategies for clients.

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.

Nestor J Vicknair

Forbes “Best-in-State Wealth Advisors”  2018 - 2021

Forbes’ “America’s Top 250 Wealth Advisors” in  2016 - 2020

Barron’s Top 1,200 Financial Advisors in 2009 - 2021

Financial Times –“Top 400 Financial Advisers”  2015, 2016 and 2018

Darin C Mast

Forbes “Best-in-State Wealth Advisors”  2018 - 2021

Kyle R Kelley

Forbes “Top Next-Generation Wealth Advisors” 2017 - 2020

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

Forbes “Best-in-State Wealth Advisors”  2021

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.

Past Events

2021 Market Update & Forecast

June 16th, 2021|10:00 AM - 10:30 AM CDT

Please join us for a 2021 Market Update & Forecast featuring the latest research from BoA Global Research presented by Nestor Vicknair, Managing Director & Wealth Management Advisor, and Kyle Kelley, Senior Vice President & Senior Financial Advisor, both of VMT Wealth Management.


We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Wednesday, June 16th:
  1. 10:00am CT: WebEx 
  2. 6:00pm CT: WebEx 
    • Event password should prefill; if not, password is Vmt_2021
    • Please click the “Add / Copy to My Calendar” button within event to add to your own calendar
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.

To better guide the discussion, please send questions / topics of interest to vmt@ml.com.

Have a wonderful day!

Thank you,
VMT Wealth Management

    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.

    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
    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Planning Services4
    • Education Funding1
    • Insurance3

    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 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.


        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.

        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.

        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.