The Hoelzer Steele Group

Merrill Lynch Wealth Management

2 Pine St
New Canaan, CT 06840
(203) 972.2514
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Whatever your personal goals may be, our team uses custom strategies tailored to your unique priorities to offer you confidence while navigating important financial and life decisions. By working with a select group of individuals and families, we’re able to offer personalized, boutique-like service to help simplify your lives so you can spend more time pursuing what is most important.
The Hoelzer Steele Group
Merrill Lynch Wealth Management
Welcome

Based out of New Canaan, Connecticut, our advisors combine for more than 60 years of experience in the industry, and our team has a tremendous track record servicing clients. When you work with The Hoelzer Steele Group, you are not just getting an individual, you are getting an entire team supported by decades of experience and varying areas of expertise within the financial services industry. We strive to earn and maintain your trust by fulfilling your needs and expectations while focusing on frequent communication, honesty and transparency.

About Us
Philosophy

We focus on your needs with a holistic approach, taking into consideration your investment objectives, time horizon, liquidity needs, short and long-term goals and risk tolerance. We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? We believe your unique goals should be at the center of all of your financial decisions and form the foundation for your financial strategy. Whether it's customizing your financial approach to help you pursue your passions, preparing for meaningful life events and expenses, transferring wealth to the next generation, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
Craig Hoelzer
Senior Vice President, Senior Consultant
203.972.2524
James Steele,

CFP®, CPFA™

Managing Director, Wealth Management Advisor
203.972.2542
Jack Hoelzer
Financial Advisor
203.972.2514
James M Perrino,

CRPC™

Wealth Management Specialist
203.972.2503
Kathleen G Jobin
Officer, Wealth Management Client Associate
203.972.2515
Susan Kaupie
Registered Wealth Management Client Associate
203.972.2550
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.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Allyssa Dougiello
Wealth Management Banking Specialist
Merrill
Louis Tesoriero
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #78196
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.