The SR Group

Two Belvedere Place
Suite 100
Mill Valley CA 94941
(415) 676.2615
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As your advisors, we stand ready to work with you in drawing on the full resources of Bank of America Corporation and its affiliates to assist you in helping fulfill your fiduciary responsibilities.
Welcome

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.

About Us
Mission

offer advice and recommendations through Merrill's ERISA 3(21) fiduciary service, putting experience and knowledge to work for you to create investment strategies designed to fit your organization's needs and specific goals.

Meet Our Team
Race Stowell,

CIMA®, CKP®, CPFA®, CPWA®

Senior Vice President, Wealth Management Advisor
415.289.8860
Michael Rennels,

ChFC®, CFP®, CIMA®, CPFA®

Senior Vice President, Wealth Management Advisor
415.676.2615
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.
ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.