Shambo | Schwibner | Schwartz Wealth Management Group
Merrill Lynch Wealth Management
660 Beachland Boulevard
Suite 101
Vero Beach FL 32963
(772) 231.9051
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Mission Statement
Our mission is to educate and empower families as they navigate the challenges of growing their assets, preserving their wealth and planning their legacy.
Welcome
Videos
The Enhanced Experience
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", 2018-2025
(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.)
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Shambo | Schwibner | Schwartz Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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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 9 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
Jeremy Schwibner,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
772.231.9017
Scott Schwartz,

CFP®

First Vice President, Wealth Management Advisor
772.231.9072
Devin Reed,

CRPC™

Assistant Vice President, Senior Financial Advisor
772.231.9018
Marsha G Peterson
Officer, Registered Senior Wealth Management Client Associate
772.231.9070
Brittany A Madon
Officer, Wealth Management Client Associate
772.231.9046
Maria C Klipstine
Officer, Registered Senior Wealth Management Client Associate
772.231.9034
Maureen T Lord
Officer, Registered Senior Wealth Management Client Associate
772.231.9035
Jessica Paparian
Officer, Wealth Management Client Associate
772.231.9032
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
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.
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.