Schnaid, Hodge & Hartl
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn about you, your family, priorities, and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
CFA, CPWA®
CIMA®
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
