Staley Dunn Wilson Wealth Management Group

Merrill Lynch Wealth Management
4725 Whitesburg Drive
Floor 1
Huntsville, AL 35802
(256) 650-2437
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By delivering a synergy of skillsets and decades of wealth management experience, we celebrate our role in helping accomplished individuals bring enduring benefits to their families and communities.
Staley Dunn Wilson Wealth Management Group
Merrill Lynch Wealth Management
Welcome

At The Staley Dunn Wilson Wealth Management Group, the depth and breadth of our offering demands a highly proactive and professional style of wealth management. Experience reminds us that “getting to know you well” is critical – before dollars and cents are ever discussed. 

While a previous advisor may have created a “set it and forget it” financial or retirement strategy for you – based solely on initial conversations – we think it’s wise to engage regularly with you and your spouse, as well as with your grown children and elderly parents (with your permission, of course). Our mission is to account for a range of factors and viewpoints when constructing a multi-generational strategy that can satisfy your long-term objectives.

It may also prove beneficial for us to coordinate with your CPA and attorney. Doing so allows us to align tax-minimization and estate planning strategies, as well as to reduce the time and cost of you managing multiple advisory relationships. When helpful, we are happy to host or attend meetings with your advisors, to help facilitate communications.

Who do we serve? Successful people we admire and, in many cases, meet socially for lunch or dinner. They include longtime business owners, entrepreneurs, medical professionals, engineers, tech and biotech executives, men and women who serve (and served) our country, others experiencing the divorce process, as well as retired couples and widows in 22 states.

On a personal note, it’s been our privilege to share our hearts with clients, our values, love of family, and special occasions – births, birthdays and weddings. We see our roles as “being there” for clients who trust us to be a caring and reliable resource. We believe they deserve nothing less.

About Us
What you can Expect

At The Staley Dunn Wilson Wealth Management Group, each of us brings distinctive strengths and skills to the table. Whether you're an accomplished business owner, a rising executive in a fast-growing company, or approaching a well-deserved retirement, we put our heads together on your behalf – and put a premium on communicating clearly, with full transparency.

Regardless of your age, stage, or financial circumstance, you can expect that we will:

• Be straightforward, sincere, and at all times, honest. If what you envision is not likely attainable, we will tell you. Conversely, if your objectives are quite easily within reach, we will outline what you likely can afford going forward – as long as you follow a carefully prescribed financial strategy.

• "Address your goals and look for holes" in your financial picture. Perhaps long-term care, life, key man, or other forms of insurance can help safeguard your wealth. In some cases, updating your beneficiaries is all that's needed.

• Follow a disciplined investment process that utilizes internal and external research, along with the firm's due diligence. Specifically, we aim to translate your goals, liquidity needs, risk tolerance and timeline into a cohesive and flexible financial strategy. As "asset-agnostic" investors with a healthy respect for investors with concentrated positions, we may suggest that your portfolio include a mix of equities, tax-free bonds, ETFs, and separately managed money to pursue steady growth and tax efficiency.

• Offer you access to credit and lending solutions from Bank of America, N.A.

• Align our efforts with those of your CPA and attorney to build tax-minimization and estate planning strategies. Our ages also allow us to work more easily with multiple generations of your family – a tremendous advantage when having heartfelt discussions with key stakeholders.

**Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*

Meet Our Team
David Staley,

CDFA®,CFP®,CPFA™,CRPC™,SE-AWMA™

Senior Vice President, Senior Resident Director - Wealth Management Advisor
256.650.2437
Christel Kuberg Dunn,

CFP®

Vice President, Senior Consultant
256.650.2462
Lane Wilson,

CEPA®

Senior Vice President, Financial Advisor
256.650.2444
Walter Gantt,

AWMA™,CRPC™

Financial Advisor
256.650.2452
Teri Lee Miller,

CFP®

Wealth Planner
256.650.2481
Danielle McCuan Sanford
Officer, Wealth Management Client Associate
256.650.2424
Ludmila Marie Stark
Wealth Management Client Associate
256.650.2425
Jessica Allen Cothran
Wealth Management Client Associate
256.650.2413
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.
Michelle Gilbert
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #590222
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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.