The Stacy Rice Gray Group Team Photo

The Stacy Rice Gray Group

Merrill Lynch Wealth Management
300 Buttermilk Pike
Suite 320
Fort Mitchell, KY 41017
(859) 426-4272
Learn more about an advisor's background on
We'll deliver the investment insights of Merrill® to you and offer access to the banking convenience and lending solutions of Bank of America. We'll help you explore financial possibilities that may be available in today's changing markets.  And we can leverage additional support by calling upon our global network of specialists to assist you.
The Stacy Rice Gray 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.

About Us
Value Proposition

Our dedicated advisor team shares a common goal: to help affluent households and small business owners pursue meaningful goals. We can also work with your "outside" professionals, such as attorneys and accountants, to help understand your financial situation, risk tolerance, time horizon, liquidity needs, and important goals. In addition to offering personalized strategies tailored to your goals—such as funding your children's education, helping ensure your wealth can last in retirement, and planning for potential health care costs—we can assist in creating a financial strategy designed to help your family transfer wealth to the younger generation.

Meet Our Team
Michael Stacy,

CFP®

Managing Director, Wealth Management Advisor
859.426.4272
Kevin J Rice,

CPFA™

Senior Vice President, Wealth Management Advisor
513.985.5870
David J Gray
Vice President, Senior Financial Advisor
859.426.4276
Katelyn Lee Scheller,

CFP®

Senior Financial Advisor
859.426.4288
Melissa A Partin
Officer, Registered Senior Wealth Management Client Associate
859.426.4260
Kimberly Wright
Officer, Registered Wealth Management Client Associate
859.426.4289
Samantha Lewis
Wealth Management Client Associate
513.985.5873
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.
Don Livio
Investment Solutions Group Portfolio Strategist
Kelsey Baxter
Wealth Management Banking Specialist
Merrill Lynch Logo
Jonathan J Sadler
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589863
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.