The Rubin Group
Merrill Lynch Wealth Management
6311 Atrium Dr
Bradenton, FL 34202
(941) 413.4513
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Mission Statement
Accessible, knowledgeable and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
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.

Recognition
Kasie Maxey
Senior Vice President, Senior Financial Advisor
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Next-Generation Wealth Advisors", 2022-2024
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Meet Our Team
Kevin Rubin
Senior Vice President, Senior Relationship Manager
941.413.4512
Kasie Maxey,

CPFA®

Senior Vice President, Senior Financial Advisor
941.413.4518
Sheri Swantek
Assistant Vice President, Wealth Management Associate
941.413.4513
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.
Marie A Lawson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #277225
Shelley Beauregard
Wealth Management Banking Specialist
Merrill
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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