MVHBR Wealth Management Group

Merrill Lynch Wealth Management
101 Bullitt Lane
Suite 400
Louisville, KY 40222
(502) 329.5082
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At MVHBR Wealth Management Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
MVHBR Wealth Management Group
Welcome

Experience matters, and we believe we have the kind of experience that can bring you a valuable life perspective. Merrill’s wealth management planning is customized to help you address your unique concerns and goals, one-by-one. A disciplined planning process is followed to better understand how you think and feel about investing. That helps us assess the financial resources necessary to pursue each specific goal, such as retirement income planning, education funding and wealth transfer. Knowing the right questions to ask, the team offers access to a global network of research and specialists, and we can help create a framework designed to optimize your short- and long-range goals.

Recognition
Brian Marcukaitis
Senior Vice President, Sales Manager - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
MVHBR Wealth Management 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
Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, we can work with you to build your own personalized financial strategy.

Meet Our Team
Brian Marcukaitis,

CIMA®, CPFA™

Senior Vice President, Sales Manager - Wealth Management Advisor
502.329.5082
Mark Vincent,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
502.329.5096
Scot Hutcheson,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
502.329.5121
James G Bowman
First Vice President, Senior Relationship Manager
502.329.5088
Marguerite Rowland,

CEPA®, SE-AWMA™

First Vice President, Senior Financial Advisor
502.329.5092
Linda Marcukaitis
Senior Financial Advisor
502.329.5045
Erika Hughes,

CRPC™

Registered Wealth Management Client Associate
502.329.5054
Chin Lee
Wealth Management Client Associate
502.329.5133
Zoe Sheree Vincent
Wealth Management Client Associate (FP)
502.329.5098
Debra L. Peters
Wealth Management Client Associate
502.329.5095
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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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.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.