Staebler Brady Collins Group

Merrill Lynch Wealth Management
45 William Street
Suite 100
Wellesley Hills, MA 02481
(781) 283-5611
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Through your journey of life events, your priorities are reflected and understood by a highly credentialed and experienced financial advisory team - fully capable to guide and direct you in achieving your dreams.  The Staebler Brady Collins Group will shepherd you along your path, providing the resources needed to turn your goals into reality.
Staebler Brady Collins Group
Merrill Lynch Wealth Management
Welcome

As Merrill financial advisors, we offer advice and guidance to help successful individuals and families pursue their financial goals. Our financial planning approach places you at the center of our focus, and your priorities, risk tolerance, time horizon, liquidity needs, and personal and professional financial goals. From there, we work with you to develop a personalized plan. Over time, we’ll meet with you to track progress and make adjustments, as needed.

Recognition
Staebler Brady Collins Group
Forbes "Best-in-State Wealth Management Teams", 2022-2023
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Victoria A Staebler,

CFP®

First Vice President, Senior Consultant
781.283.5611
Michael Brady,

CFA

Senior Vice President, Wealth Management Advisor
781.431.4020
Jon Collins,

CFA

Senior Vice President, Senior Financial Advisor
781.283.5688
Michael Brady,

CFA

Vice President, Senior Financial Advisor
781.431.4045
Paul Fortini,

AAMS™, CRPC™

Wealth Management Associate
781.431.4019
Olivia Rood
Registered Wealth Management Client Associate
781.431.4025
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.
Keelan F King
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482822
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.