The Stella Group

Merrill Lynch Wealth Management
21215 Burbank Blvd
Woodland Hills, CA 91367
818.227.6391
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The Stella Group at Merrill is a family oriented team focuses on comprehensive wealth management planning for our clients which involves investment advice, access to private banking and estate planning services. With a focus on exceptional service and lasting relationships, we take the time to listen to our clients and find out their unique financial goals and priorities. We then tailor customized strategies using the many capabilities, resources and technology available through Merrill and the banking convenience of Bank of America to help reach their goals beyond just their finances and achieve what’s most important, a “Return on Life.”
The Stella Group
Merrill Lynch Wealth Management
Welcome
We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities but when it comes to managing your wealth, the most important thing is understanding you and your priorities. It starts with a conversation, building a foundation that helps us get to know you — your unique goals, priorities and financial situation — followed by a disciplined financial strategy, offering access to the investment insights of Merrill Lynch Wealth Management, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As you and the markets change, we will meet to track progress and adjust strategy, as needed.
About Us
Welcome

We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities but when it comes to managing your wealth, the most important thing is understanding you and your priorities. It starts with a conversation, building a foundation that helps us get to know you — your unique goals, priorities and financial situation — followed by a disciplined financial strategy, offering access to the investment insights of Merrill Lynch Wealth Management, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As you and the markets change, we will meet to track progress and adjust strategy, as needed.

About Us
Welcome

We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities but when it comes to managing your wealth, the most important thing is understanding you and your priorities. It starts with a conversation, building a foundation that helps us get to know you — your unique goals, priorities and financial situation — followed by a disciplined financial strategy, offering access to the investment insights of Merrill Lynch Wealth Management, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As you and the markets change, we will meet to track progress and adjust strategy, as needed.

Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Approach

Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.

The value of the relationship with you includes:

  • helping you make informed decisions
  • recognizing your life priorities and goals
  • understanding your investment style
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On

We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
Quentin Stella, CFP®,CRPC™
First Vice President, Wealth Management Advisor
818.227.6391
JENNIFER BRUEHL
Wealth Management Client Associate
818.227.6308
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.
Ally Bowdoin
Wealth Strategies Advisor
Ricardo Perez
Wealth Management Banking Specialist
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.

About Merrill
Fresh perspectives

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.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA 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 Corp.").

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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.