Biedrycki Sullivan Vaughan Group

Merrill Lynch Wealth Management
13510 Ballantyne Corporate Pl
Charlotte, NC 28277
(704) 341.5107
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The Biedrycki Sullivan Vaughan Group is a team of experienced professionals driven to helping you care for what matters most to you.  We provide meaningful, highly personalized, and integrated wealth management services in a comfortable, friendly setting.  Our goal is to develop a relationship built on trust to help you live your best life.
Biedrycki Sullivan Vaughan Group
Welcome

We develop, execute and track sophisticated financial, wealth transfer, liability management and portfolio strategies for affluent and high net worth individuals and families. We provide access to fiduciary and investment management services for trusts through Bank of America Private Bank. And we create systematic retirement income programs and enhanced portfolio risk management structures for retirees and pre-retirees. Clients are able to delegate the day-to-day investment management decisions to our experienced and professional staff.

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Navigating Financial Markets
Recognition
Diane Sullivan
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Women Wealth Advisors Ranking", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Biedrycki Sullivan Vaughan Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Our Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Scott Anthony Biedrycki,

ChFC®, CFP®, CLU®, CPM®

Senior Vice President, Senior Relationship Manager
704.341.5106
Diane Sullivan,

CFP®

Senior Vice President, Wealth Management Advisor
704.341.5107
Jeffrey Vaughan,

AAMS™

Vice President, Senior Financial Advisor
704.341.5120
John Paul Sullivan,

CFP®

Vice President, Senior Financial Advisor
704.341.5019
Meredith Sawrey
Wealth Management Client Associate
704.341.5001
Bryan David Perry
Registered Wealth Management Client Associate
704.341.5105
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.
Scott Griffin
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #112175
Frank Bentley
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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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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 Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.