The Ethen Bagley Group

Merrill Lynch Wealth Management
5143 Palm Psge
, Charlotte Amalie 00802
+1 340 715 5402
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At The Ethen Bagley Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
The Ethen Bagley Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Stephen Ethen
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Stephen Ethen,

CFP®,CRPC™,SE-AWMA™

Managing Director, Wealth Management Advisor
340.715.5402
Michael Bagley,

CFP®

Senior Vice President, Wealth Management Advisor
402.496.5193
Anthony A Nebelsick
Vice President, Senior Relationship Manager
402.496.5194
Maureen McCrudden,

CRPC™

Assistant Vice President, Wealth Planner
402.496.5172
Amanda M Nelson,

CRPC™

Assistant Vice President, Relationship Manager
402.496.5157
John M. Giggee,

CRPC™

Assistant Vice President, Wealth Management Specialist
402.496.5118
Luke Radio
Wealth Management Client Associate
402.496.5112
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.
Megan Farani
Wealth Management Banking Specialist
Joseph McCullough
Wealth Strategies Advisor
Clint W Weber
Wealth Management Lending Officer
NMLS #1289891
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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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.