Bluestein Barnes Wealth Management Group

Merrill Lynch Wealth Management
569 Brookwood Village
Birmingham, AL 35209
(205) 326-9570
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Bluestein Barnes Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Videos
2024: A Foundational Year
Recognition
Kenneth Bluestein
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Bluestein Barnes Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Wednesday, May 15th 2024| 6:00 PM CDT
Sips and Strategies

Merrill invites you to join us for a Margarita Tasting and to hear the latest strategies from Merrill and Bahl and Gaynor.

Thursday, June 13th 2024| 6:00 pp - 8:00 pm
Women, Money And Power

Studies show that even though more women than ever hold Higher Education Degress, manage the family finances, many still lack confidence around investments and financial decisions.

Join us as we take an interactive journey through the physchology of finance for women, and strategies to empower you!

Meet Our Team
Kenneth Bluestein
Managing Director, Senior Financial Advisor
205.326.9503
Aimee Barnes,

ChFC®, CFP®, CLU®, CPFA™

Assistant Vice President, Senior Financial Advisor
205.326.9570
MEREDITH HITTIE
Wealth Management Client Associate
205.326.9540
Diana Melissa Luzier
Assistant Vice President, Wealth Management Client Associate
205.326.9651
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.
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Joe Rabinowitz
Senior Investment Advisory Specialist
Merrill
Merrill Lynch Logo
Daniel Blazich
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.