Yost, Shields & Weser

Philosophy

We believe every financial strategy should begin with a conversation. By asking thoughtful questions, listening carefully, and gaining a deep understanding of our clients' goals and priorities, we develop personalized recommendations tailored to their unique needs. We are dedicated to providing objective guidance, transparent communication, and a disciplined process designed to help clients navigate change, preserve wealth, and pursue the future they envision.

Approach

Understanding your goals is the foundation of our approach. Through thoughtful conversations, personalized guidance, and ongoing collaboration, we help simplify complex decisions and provide clarity as your needs and priorities evolve. Our focus is simple: helping you make informed decisions and pursue your goals with confidence.

Capabilities

Our clients benefit from the personalized guidance of a dedicated advisory team backed by the global resources of Merrill and Bank of America. This powerful combination allows us to deliver sophisticated investment strategies, tailored wealth planning, customized lending solutions, and access to industry\-leading research and insights. We integrate these capabilities into a coordinated approach designed to help clients navigate complexity, capitalize on opportunities, and preserve wealth across generations. Together, we provide the scale, resources, and expertise of a global financial institution with the responsiveness and personalized attention of a local advisory team. ~Extel announced BofA Global Research as one of the Top Global Research Firms in 2025 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2025 Global Research Leaders ranking lists sell\-side research providers by the combined total number of positions earned across Extel's 2025 research team surveys. Results of each survey are published separately throughout the year, beginning in February 2025 with the Japan Research Team and concluding in December 2025 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners\-up when their scores fall within 35 percent of the third\-place scores. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, Member [SIPC](http://www.sipc.org), and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.~

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition