Horton Akred Wealth Management Group

Merrill Lynch Wealth Management
1630 South Lindbergh Blvd.
Ladue, MO 63131
(314) 997.2924
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The Horton Akred Wealth Management Team educates and empowers clients while building a customized wealth management strategy with care and understanding.
Horton Akred Wealth Management Group
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

About Us
Our Philosphy

Our team focuses on creating customized financial strategies for a select group of families and their businesses based on their specific and unique goals. We seek to embrace all of a client's financial needs. This encompasses wealth management, estate planning services, college funding, retirement income planning, asset and liability management and tax minimization strategies. Our focus is how to help clients best utilize their financial resources in order to achieve their goals. Our mission is to educate and empower clients as they pursue financial independence.

We thoroughly and efficiently build a wealth management strategy with care and understanding, while being committed to providing each client with exceptional service, attention to detail and a pro-active approach. Realizing that time is a precious resource, we strive to free up time for clients so that they can focus on what they love to do most.

Meet Our Team
Michelle Horton,

CIMA®

Senior Vice President, Wealth Management Advisor
314.997.2924
Heather Akred,

CPWA®

First Vice President, Senior Financial Advisor
314.997.2926
Benjamin Joseph Stern
Officer, Registered Wealth Management Client Associate
314.997.2925
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.
Charles B Hardy
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #718016
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Mary Erker
Wealth Management Banking Specialist
Merrill
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.