The Ceglarski Group

The Ceglarski Group’s vision is to work with individuals and families to develop and implement a financial strategy to help them achieve their goals. As a team, we utilize and draw upon the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America to tailor a specific approach for each client to help them get to and surpass their goals. 

Building strong relationships and exceeding client goals is the foundation of The Ceglarski Group. The principles of The Ceglarski Group are: focus on clients’ needs/wants, respect for each individual, teamwork, family, integrity and a consistent level of professionalism that goes beyond investments. In creating an atmosphere based on respect and transparency, we believe each client will truly achieve all their goals.

Our process is carefully designed to deliver a customized experience to each individual client that goes beyond portfolio management. Understanding the human aspect helps us determine the appropriate wealth management process for each individual. Putting clients first with personalized relationships has help mold The Ceglarski Group and is the foundation in which we work.

The Ceglarski Group brings an extensive personal and professional level of experience with them in helping their customers achieve their goals. Paul Ceglarski has been with Merrill for 40+ years in which he has experienced many different market conditions. Brian Ceglarski spent 10 years in the financial industry as an equity sales trader before moving to Merrill Lynch Wealth Management. Teri Brendsel possesses over 35 years of industry experience focusing on the needs of high-net-worth private clients. We believe this combined experience along with our family legacy allows The Ceglarski Group to better understand our clients and their families and in turn provide each client with the highest level of service and respect.