Veldheer Bernecker Team

Merrill Lynch Wealth Management
250 Monroe Avenue NW
Floor 06
Grand Rapids, MI 49503
(616) 438-3817
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Veldheer Bernecker Team
Merrill Lynch Wealth Management
Welcome

Our team caters to two core groups, a dual focus that inherently enhances our service model to both. In working with institutional clients, we consult to some of the best financial minds in the industry, spurring us to maintain our edge in investment research, portfolio allocation, and tax policy. In working with affluent individuals and families, we engage with a network of successful clients whose wealth management concerns are personal in nature but institutional in scale. By addressing the financial needs of both of these core constituencies, we amplify our skill and effectiveness in helping institutional and individual clients alike.  We are passionate about doing things the right way. As a result, we hope that we provide clients with the confidence to focus on and fulfill their mission.

Recognition
James Veldheer
Managing Director, Wealth Management Advisor
Barron's "Top 50 Institutional Consultants", 2018
(Published on April 23, 2018. Rankings based on data as of December 31, 2017.)
Barron's "America's Top 30 Institutional Consultants", 2016-2017
Barron's "America's Top 1200 Financial Advisors State-by-State", 2019
(Published on March 11, 2019. Rankings based on data as of September 30, 2018.)
Financial Times "FT400", 2015
(Published on March 25, 2015. Rankings based on data as of June 30, 2014.)
Show more recognition
About Us
Welcome

Our team caters to two core groups, a dual focus that inherently enhances our service model to both. In working with institutional clients, we consult to some of the best financial minds in the industry, spurring us to maintain our edge in investment research, portfolio allocation, and tax policy. In working with affluent individuals and families, we engage with a network of successful clients whose wealth management concerns are personal in nature but institutional in scale. By addressing the financial needs of both of these core constituencies, we amplify our skill and effectiveness in helping institutional and individual clients alike. We are passionate about doing things the right way. As a result, we hope that we provide clients with the confidence to focus on and fulfill their mission.

Meet Our Team
James Veldheer,

CIMA®,CRPC™

Managing Director, Wealth Management Advisor
616.552.2148
Scott Bernecker,

CFP®,CIMA®

Managing Director, Wealth Management Advisor
616.774.4221
Jeffery M. Wanner,

AWMA™

Vice President, Senior Relationship Manager
616.774.4205
Michael Gruszynski,

SE-AWMA™

Financial Advisor
616.242.8301
David L Dannels
Officer, Registered Senior Wealth Management Client Associate
616.774.4287
Kelli M Malloy,

CRPC™

Registered Senior Wealth Management Client Associate
616.774.4208
Evan Macauley,

CFP®

Registered Wealth Management Client Associate
616.242.8303
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.
Laura Momber
Wealth Management Banking Specialist
Rachel Kneeshaw
Wealth Management Banking Specialist
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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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®. 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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.