Epping Group

Merrill Lynch Wealth Management

6400 S. Fiddlers Green Circle
Suite 1100
Greenwood Village, CO 80111
(303) 689-8005
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Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
Epping Group
Merrill Lynch Wealth Management
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.

Meet Our Team
William Epping,

CFP®

Senior Vice President, Wealth Management Advisor
303.689.8005
Nathan J Epping
Registered Wealth Management Client Associate
303.689.8028
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.
Tom Montoya
Wealth Management Banking Specialist
Merrill
Andrew M Butt
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #515815
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.