Powering up: What could drive the next era of growth?
Watch our latest webcast where expert panelists help you navigate opportunities and risks in 2026 and beyond—fast, focused, and full of value.
The Hallet Mergler Norkus Group
Merrill Lynch Wealth Management
One Park Place
Suite 350
Annapolis MD 21401
(410) 263.0182
(410) 263.0182
Learn more about an advisor's background on
The Hallet Mergler Norkus Group is dedicated to serving families, founders, and executives with a level of precision and care that matches the complexity of their lives. We believe enduring relationships are built on collaboration, trust, and a disciplined approach to wealth management.
Our team combines deep advisory experience with the global investment capabilities of Merrill and the banking convenience of Bank of America. We work seamlessly with clients’ attorneys, accountants, and other professional advisors to coordinate sophisticated strategies across investment management, trust and estate planning services, liquidity event structuring, and advanced tax mitigation strategies.
Every decision matters. That’s why we bring rigor, discretion, and clarity to each step of the process—helping clients preserve, grow, and transfer wealth across generations.
The Hallet Mergler Norkus Group is dedicated to serving families, founders, and executives with a level of precision and care that matches the complexity of their lives. We believe enduring relationships are built on collaboration, trust, and a disciplined approach to wealth management.
Our team combines deep advisory experience with the global investment capabilities of Merrill and the banking convenience of Bank of America. We work seamlessly with clients’ attorneys, accountants, and other professional advisors to coordinate sophisticated strategies across investment management, trust and estate planning services, liquidity event structuring, and advanced tax mitigation strategies.
Every decision matters. That’s why we bring rigor, discretion, and clarity to each step of the process—helping clients preserve, grow, and transfer wealth across generations.
The Hallet Mergler Norkus Group
Welcome
| The Hallet Mergler Norkus Group serves individuals, families, entrepreneurs and senior executives navigating the most complex dimensions of wealth. Our approach is rooted in precision, discretion, and a deep understanding of the financial architecture required to sustain and grow significant capital across generations. Drawing on the global investment capabilities of Merrill and the banking strength of Bank of America, we deliver integrated strategies that encompass advanced tax mitigation, liquidity event planning, concentrated equity management, and estate and trust design. Every plan is bespoke—reflecting the unique goals, structures, and priorities of each client. We collaborate seamlessly with clients’ attorneys, accountants, and family offices to ensure alignment across all facets of wealth and legacy planning. Our commitment is to provide clarity and confidence in decisions that matter most—helping clients protect, compound, and transfer wealth with purpose and impact. | |
|---|---|
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. |
Recognition
The Hallet Mergler Norkus Group
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
About Us
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
Kimberly M Kiser
Assistant Vice President, Wealth Management Client Associate
410.263.0182
410.263.0182
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.
Tim Mulosmanaj
Wealth Management Lending Officer
NMLS #484022
Bank of America, N.A.
Keith Bouchard
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Insights
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
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.