Voysey Fitzgerald Crowe LeDuff Group
Merrill Lynch Wealth Management
3401 College Blvd
Leawood, KS 66211
(913) 906.5200
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As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
Voysey Fitzgerald Crowe LeDuff Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
David Voysey
Senior Vice President, Senior Financial Advisor
Financial Times "Top 401 Retirement Plan Advisors", 2015
(Published on May 28, 2015. Rankings based on data as of Dec 31, 2014.)
Forbes "Best-in-State Wealth Advisors", 2019, 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Voysey Fitzgerald Crowe LeDuff Group
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

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.

Wednesday, May 22nd 2024| 12:00 PM
Women, Invested

Please join us for the virtual seminar "Women, Invested" in which our guest speaker, Sheena Payne, with Columbia Threadneedle Investments will be discussing:

  • How to take a more active role in your financial future.
  • Ways to preserve and grow your wealth.
  • Having your investments line up with your personal goals.

Please click here to register for this seminar.

Host
The Voysey Fitzgerald Crowe LeDuff Group
Kevin LeDuff, CRPC™, CPFA™
Vice President
Senior Financial Advisor

Presenter
Sheena Payne CIMA®

Senior Regional Advisor Consultant

Columbia Threadneedle

Thursday, June 20th 2024| 1:00 PM
Tax Smart Investing

Before making your first investment or changing your existing investments, there are several factors to consider.

Please join us for a virtual seminar with our guest speakers, Brian Jacobs and Dan Moon, with PGIM Investments who will highlight one factor that many consider when making their next investment decision: tax smart investing.

Brian and Dan will provide information and strategies that seek to reduce portfolio risk, minimize or reduce tax impact, all while providing market participation.

Please click this link to register for the virtual seminar

Hosts
The Voysey Fitzgerald Crowe LeDuff Group

Kevin LeDuff, CRPC™, CPFA™
Vice President
Senior Financial Advisor

Colby Branstine, CFP®, ChFC®
Assistant Vice President
Wealth Planner

Presenter

Brian Jacobs, CIMA®Head of Client Portfolio Management PGIM Investments

Daniel Moon
Regional Sales Coordinator
PGIM Investments

Meet Our Team
David Voysey,

CKP®,CPFA™

Senior Vice President, Senior Financial Advisor
816.932.9776
James Fitzgerald,

CFP®,CIMA®,CPFA™,CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
913.906.5264
Daniel Crowe,

CEPA®,CFP®,CPFA™,CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
913.906.5242
Kevin Leduff,

CPFA™,CRPC™

Vice President, Senior Financial Advisor
816.932.9735
Colby Branstine,

ChFC®,CFP®

Assistant Vice President, Wealth Planner
913.906.5235
Philip Forbes
Registered Wealth Management Client Associate
816.932.9906
Marisa Jones
Registered Wealth Management Client Associate
913.906.5207
Laura Carman
Wealth Management Client Associate
816.932.9985
Peyton Arana,

CFP®

Registered Wealth Management Client Associate
913.906.5307
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.
Grant Thorne
Wealth Management Lending Officer
NMLS #949760
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
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®, 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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.