Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

Merrill lynch

Weichsel Lan Exell Group

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

Merrill Lynch
Wealth Management


At The Weichsel Lan Exell Group, we strive to be the first call you make for objective advice, knowledgeable guidance, and caring personalized service. Highly approachable and readily accessible, we understand that both private clients and institutions depend on the performance of their investment portfolios to help fulfill their goals. Our mission is to help simplify and bring together all of the various parts of your financial life into a seamless, disciplined wealth management strategy.

Welcome - Our Practice

Wealth Management

In today’s ever-changing world, we understand that managing significant wealth can be complicated and time consuming. We work with multiple generations of affluent families, as well as corporate executives, business owners, physicians, and other professionals who lead busy lives and don’t always have to time to research, develop and regularly review their financial strategy.

Listening carefully, we determine their spoken and unspoken needs and take the time to thoroughly explain concepts and options, so they’re empowered to make educated decisions that align with their goals. We work with our clients to help create customized wealth management strategies that may involve wealth structuring, retirement income planning, investment management, and estate planning services.

Our business has grown over the years through referrals, and that trust and confidence means the world to us. Our client-centric approach, paired with our education, professional designations, diversity, and access to the extensive resources at Merrill and Bank of America, have enabled us to develop and maintain multigenerational relationships with a broad spectrum of clients. 

 

Institutional Asset Management and Consulting

Our team also has a depth of experience working with institutional clients. We understand that fiduciaries have a significant responsibility with respect to the assets under their care, yet many do not have the time, resources, or expertise required to develop, implement, and monitor a disciplined, long-range strategy.
 
As a Global Institutional Consultant, Kirk Weichsel is among a select group of highly qualified and credentialed consultants at Merrill who can provide the in-depth knowledge and customized service and assistance institutional investors need to navigate today’s financial landscape.
 
Our goal is to help captive and traditional insurance companies, foundations, endowments, not-for-profit institutions, and business retirement plans create customized investment programs designed to support their missions and manage their fiduciary responsibilities. Combining our years of experience, knowledge, and energy with the banking resources of Bank of America and investing insights of Merrill, we provide trustees and investment committee members with thoughtful advice and sophisticated investment strategies to help them manage risk and fulfill their missions.





*Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”). Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC.

 

Focus On High-Net-Worth Individuals and Business Owners

We offer clients a breadth of potential solutions, premier service and financial tools based on their unique circumstances.

No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:

Health: Managing healthcare expenses, now and in the future
Home: Upsizing, downsizing, remodeling or buying a vacation home
Family: Taking care of your family and other people in your life
Leisure: Spending your free time in meaningful ways
Giving: Volunteering, mentoring and giving to charities
Work: Working in retirement, selling or starting a business
Finance: Bringing it all together; defining your financial goals
We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

We'll also draw on our industry knowledge and experience to offer:
„„
Potential risk management strategies
„„Trust and estate planning services
„„Potential wealth management solutions
„„Access to Bank of America for your credit and banking needs

Global Institutional Consulting

Institutional Asset Management and Consulting

Captive and Traditional Insurance
We support captive and traditional insurance companies with prudently managed strategies and platforms to help meet their liquidity, income, and growth needs. We work with the company's board of advisors, risk manager, and accountants to provide the right strategy for clients within the confines of the industry guidelines, regulations of the domicile, and client's investment policy statement.

Endowments, Foundations, and Not-For-Profit Institutions
Our team, along with Merrill and Bank of America, provides asset management, consulting, and administrative services to philanthropic entities. This may include Investment Policy Statement analysis, portfolio construction, investment manager selection, portfolio review and performance reporting, planned giving and spending analysis, and comprehensive program administration.

Business Retirement Plans
The Weichsel Lan Exell Group supports businesses with 401(k) and Profit Sharing Plans and offer access to 3(21) fiduciary services. We also serve as a Retirement Benefits Consultant and a Defined Contribution Investment Consultant to plans held within and outside of the Bank of America platform. These services include: plan menu design, access to Investment Policy Statement services, and ongoing fund due diligence and reporting.




*Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”). Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC.

Defined Contribution Investment Consulting (DCIC) is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith (also referred to as “MPLFS” or “Merrill”).

Philosophy

Our approach to wealth management is consultative, objective, and committed to excellence.   We take the time to listen to and review client financial situations, preferences, and goals.   From that, we make recommendations that accurately reflect each client's income and growth expectations, and explore strategies that cover a wide range of opportunities, including:

Retirement Income Planning
Investment Management
Life Insurance
Lending and Credit through Bank of America, N.A.
Banking through Bank of America, N.A.
Access to estate planning and trust management services

Approach

Working with the team means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to your life priorities. Helping you pursue your goals starts with getting to know you and your family. Understanding what matters most to you helps in the creation of a financial strategy that reflects your investment style and is built around your priorities. You’ll receive advice to help you navigate the inevitable changes that can occur in life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

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.

Madison Montemayor

Wealth Management Banking Specialist

Merrill

Ryan Thrower

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.


      MLBrochure.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.

      Anthem video thumb.jpg 
      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.