Your team
Fessler & Associates
660 Beachland Blvd
Suite 101
Vero Beach, FL 32963
(772) 231-9096
Market Briefs
Breaking insights on the economy, market volatility, policy changes and geopolitical events
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Fessler & Associates
Merrill Lynch Wealth Management
660 Beachland Blvd
Suite 101
Vero Beach FL 32963
(772) 231.9096
(772) 231.9096
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Recognition
Brian Shambo
Managing Director, Wealth Management Advisor
On Wall Street's "Top 40 Under 40", 2018
(Published on January 16, 2018. Rankings based on data as of Sept 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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On Wall Street's "Top 40 Under 40", 2018
(Published on January 16, 2018. Rankings based on data as of Sept 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2018-2021
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
Meet Our Team
Brian Shambo,
CDFA®, CFP®, CIMA®, CPWA®
Managing Director, Wealth Management Advisor
772.231.9051
772.231.9051
Jeremy Schwibner,
CFP®, CPFA®
Senior Vice President, Wealth Management Advisor
772.231.9017
772.231.9017
Maria C Klipstine
Officer, Registered Senior Wealth Management Client Associate
772.231.9034
772.231.9034
Marsha G Peterson
Officer, Registered Senior Wealth Management Client Associate
772.231.9070
772.231.9070
Insights
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.