Our team is led by Brandt Daniel, Geoff Berlin, Ken Esman, and Lara Magnusen, who have worked together since 2017 and share a similar approach to wealth management. Together, we integrate our diverse knowledge and deep experience to develop a customized financial plan that targets your goals. As we get to know your family, we will learn about your objectives, priorities, and values, which will guide us in developing your financial plan. Depending on your needs, this plan may include:* Long-term investment management* Concentrated stock and pre-transaction planning* Complex credit* Real estate financing* Residential mortgages* Detailed wealth planning analysis* PhilanthropyUsing our wide-ranging skillset, we collaborate with one another to focus on what matters most to you and your family, and we are well positioned to serve as your advisors across generations.
Our team works collectively to help simplify and organize your wealth by offering specialized knowledge, broad experience and personal attention, supported by the extensive resources and services of a global institution.As you work with us, you will have direct access to the senior members of our team, as well as your own designated service associate, who will be your primary contact for day-to-day account administration.
CFA
SE-AWMA™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
