Your team
Shambo | Schwibner | Schwartz Wealth Management Group
660 Beachland Boulevard
Suite 101
Vero Beach, FL 32963
(772) 231-9051
At Merrill, we help clients simplify the complex
We embrace the twists and turns of life, helping clients navigate their financial complexities to create a path forward. As our ad campaign says, having the “bull at your back” means you don’t have to go it alone.
Shambo | Schwibner | Schwartz Wealth Management Group
Merrill Lynch Wealth Management
660 Beachland Boulevard
Suite 101
Vero Beach, FL 32963
(772) 231.9051
(772) 231.9051
Learn more about an advisor's background on
We have developed and refined a goals-based wealth management process that evolves over time, aligned with our client’s personal and professional lives. This disciplined, agenda-driven approach offers forward-looking advice and adds predictability to an otherwise uncertain world.
Drawing upon research in the field of behavioral finance we leverage proprietary Merrill tools, such as the Investment Personality Assessment. It assists us in getting to know you better as an investor and to potentially help you refine your own investing preferences. We also build our financial strategies around your goals, utilizing the firm’s Seven Life Priorities framework to identify and prioritize what’s important to you and your family.
Transcript of video
We have developed and refined a goals-based wealth management process that evolves over time, aligned with our client’s personal and professional lives. This disciplined, agenda-driven approach offers forward-looking advice and adds predictability to an otherwise uncertain world.
Drawing upon research in the field of behavioral finance we leverage proprietary Merrill tools, such as the Investment Personality Assessment. It assists us in getting to know you better as an investor and to potentially help you refine your own investing preferences. We also build our financial strategies around your goals, utilizing the firm’s Seven Life Priorities framework to identify and prioritize what’s important to you and your family.
Transcript of video
Shambo | Schwibner | Schwartz Wealth Management Group
Welcome
The team was created in 2012 with the sole intent of providing the intimacy and personalized attention of a family office with that of the global resources and support of one of the world’s largest financial institutions. Our 10 member team is dedicated to providing unparalleled service to the select group of families we serve.
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.)
Show More Recognitions
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
Shambo | Schwibner | Schwartz
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome
The team was created in 2012 with the sole intent of providing the intimacy and personalized attention of a family office with that of the global resources and support of one of the world's largest financial institutions. Our 10 member team is dedicated to providing unparalleled service to the select group of families we serve.
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
Marsha G Peterson
Officer, Registered Senior Wealth Management Client Associate
772.231.9070
772.231.9070
Maria C Klipstine
No Officer Title, Registered Senior Wealth Management Client Associate
772.231.9034
772.231.9034
Maureen T Lord
No Officer Title, Registered Senior Wealth Management Client Associate
772.231.9035
772.231.9035
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.
Cecilia Remy
Retirement Specialist
Bank of America, N.A.
Peggy King
Wealth Management Banking Specialist
Merrill
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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
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.