Kelty Holmes Eckenrode and Associates

Merrill Lynch Wealth Management
333 West Grandview Parkway
Suite 300
Traverse City, MI 49684
(231) 922-6822
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By understanding the mindsets and motivations of successful clients, we can build effective financial strategies that help them achieve their visions of rich and fulfilling lives.
Kelty Holmes Eckenrode and Associates
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.

Recognition
Kelty Holmes Eckenrode and Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Meet Our Team
Steven J Kelty,

CFP®

First Vice President, Wealth Management Advisor
231.922.3326
Samuel P Holmes,

CFP®,CPFA™

First Vice President, Wealth Management Advisor
231.922.3340
Matthew J Eckenrode,

CFP®

Vice President, Senior Resident Director
231.922.6822
Kelly Brookhouse Lulis
Assistant Vice President, Wealth Management Associate
231.922.3344
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.
Cynthia J Price
Senior Wealth Management Lending Officer
NMLS #533709
Colette Dahm
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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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.