Niceley-Mills Wealth Management Group

Merrill Lynch Wealth Management
510 E. 96th Street
Suite 500
Indianapolis, IN 46240
(317) 706-3110
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At the Niceley-Mills Wealth Management Group, we believe complexity and a lack of preparation should never keep you from the life you desire. So, our priority is to provide diligent processes, personalized service and experienced support for goals-based wealth management through any life stage.
Niceley-Mills Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Life is an ever-evolving journey filled with an array of personal, professional, and financial decisions. From building a business to raising a family and beyond, the adventures you experience define who you are and the happiness you create. We believe that throughout these major life events a key factor impacting success is how strategically you approach your financial life. Often, people have great goals but fail to build a realistic financial path to attain them.

At the Niceley-Mills Wealth Management Group, we believe complexity and a lack of preparation should never keep you from the life you desire. So, our priority is to provide diligent processes, personalized service and experienced support for goals-based wealth management through any life stage. Regardless of whether you’re preparing for retirement, transitioning into a new life stage as a widow(er) or divorcee, or experiencing another major event, we can apply our deep planning experience to help you proactively prepare for the future while living for today.

About Us
Focus On

We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
Kevin Niceley,

CIMA®,CRPC™

Senior Vice President, Wealth Management Advisor
317.706.3125
Sherrie Mills
Vice President, Senior Financial Advisor
317.706.3110
Tracy L Walton
Wealth Management Client Associate
317.706.3127
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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.