The Bonavia Frisch Team

Merrill Lynch Wealth Management
4801 Main St
Kansas City, MO 64112
(816) 932-9931
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The Bonavia Frisch Grossman Team believes every client is entitled to the highest level of personalized service and care. With the resources of Merrill, we work together to design goals-based financial strategies to help you reach the goals that matter most to you.Named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of The Bonavia Frisch Grossman Team Published on January 9, 2024. Rankings based on data as of March 31, 2023.
The Bonavia Frisch Team
Merrill Lynch Wealth Management
Welcome

We understand that wealth management is more than just the wide range of financial services and advice you can access at Merrill Lynch Wealth Management — it is how those services and strategies are developed and delivered.

Our group offers a customized approach to wealth management, shaped by an understanding of your needs and aspirations. To help you manage your wealth, we call upon the advisory and investment capabilities of Merrill — one of the world’s largest wealth management firms. In addition, our group provides access to Bank of America's many credit and lending services

We are dedicated to helping high net-worth individuals and families build a solid financial foundation to maintain their standard of living and lifestyle-now and into retirement. We work closely with our clients to help them reach their financial goals with wealth management strategies that are realistic and achievable. With a focus on investments and estate planning services, we bring together the quality research and financial services of Merrill Lynch Wealth Management to guide clients in planning for a continuous, predictable income stream that enables them to retire with dignity, while minimizing taxes. We are adept at working in tandem with clients' CPAs, attorneys and other professional advisors to help ensure a cohesive wealth management strategy. 

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. 

About Us
Philosophy

Clients come first at Merrill. It's part of our tradition. It's important to us to really get to know you and what matters most to you. That's because once we understand your priorities, we focus on helping you pursue the financial goals you've set for yourself and your family.

You can expect thoughtful advice and guidance, with access to the investment insights of Merrill and the banking convenience of Bank of America. It's not about industry benchmarks-it's about you and your hopes and dreams.

Our group offers a customized approach to wealth management, shared by an understanding of your needs and aspirations. To help you manage your wealth, we call upon the advisory and investment capabilities of Merrill – one of the world's largest wealth management firms. In addition, our group provides access to Bank of America's many credit and lending services.

Meet Our Team
Kelly M Bonavia
Senior Vice President, Senior Consultant
816.932.9931
Zach Frisch,

CFP®,CRPC™

First Vice President, Wealth Management Advisor
816.932.9761
Kellie Wentz
Officer, Registered Senior Wealth Management Client Associate
816.932.9732
Julia Del Percio
Wealth Management Client Associate
816.932.9755
Karla Sharp
Wealth Management Client Associate
816.932.9918
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.
Aminah Sultan
Wealth Management Banking Specialist
Grant Thorne
Wealth Management Lending Officer
NMLS #949760
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.
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.