The KLO Group

Merrill Lynch Wealth Management
330 North Higgins Avenue
Suite 1st Fl
Missoula, MT 59802
(406) 829.2474
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Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
The KLO Group
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
Daniel Kiely
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The KLO Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
Meet Our Team
Daniel Kiely,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
406.829.2464
Solon Linton,

CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
406.829.2457
Michael Smith,

CFP®, CIMA®, CPFA™

Assistant Vice President, Wealth Management Advisor
406.829.2451
Niccole E Dusek
Officer, Wealth Management Client Associate
406.829.2474
Rachel A Berryman
Officer, Wealth Management Client Associate (FP)
406.829.2452
SARIAH TOLSMA
SARIAH TOLSMA
Wealth Management Specialist
406.829.2478
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.
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.