The McCluskey Group

Merrill Lynch Wealth Management
510 E. 96th Street
Suite 500
Indianapolis, IN 46240
(317) 706-3183
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The McCluskey Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The McCluskey Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Rita McCluskey
Senior Vice President, Resident Director - Wealth Management Advisor
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2018-2019, 2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2018-2020, 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America’s Top Women Wealth Advisors", 2020-2021
(Published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
The McCluskey Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Our Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Rita McCluskey,

CFP®

Senior Vice President, Resident Director - Wealth Management Advisor
317.706.3183
Connor Schmok
Senior Financial Advisor
317.848.2193
Rachel McCluskey
Wealth Management Client Associate
317.706.6930
Reese Mitchell
Officer, Registered Wealth Management Client Associate
317.848.5549
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.