Steffens, Lane, and Braswell Team

Merrill Lynch Wealth Management
4242 Six Forks Rd
Raleigh, NC 27609
(919) 829-2066
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The primary focus of working with you is to align your financial resources to your life priorities.  Helping you express your risk tolerance, time horizon, and liquidity needs creates a framework designed to help you realize the goals essential to you and those you care for most.
Steffens, Lane, and Braswell Team
Merrill Lynch Wealth Management
Welcome

You need an advisor who communicates with you. From listening to your goals, aspirations and concerns to keeping you informed throughout the relationship, your comfort with the communication provided to you is of utmost importance to the team.

The process begins by listening and learning about you. Using Merrill’s Investment Personality Assessment you will have an opportunity to express how you think and feel about investing. Whether transferring wealth to the next generation, planning for education or retirement or pursuing your life’s passion, the insight gained from the assessment enables the creation of a strategy tailored to your preferences and associated life priorities; a financial roadmap aligned to what matters most to you.

Recognition
Drew Steffens
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Steffens, Lane, and Braswell Team
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Meet Our Team
Drew Steffens
Managing Director, Wealth Management Advisor
919.829.2066
Jeffrey J Lane,

CPFA™,CRPC™

Senior Vice President, Senior Financial Advisor
919.829.2061
Edwin Braswell Headshot Image
Edwin Braswell,

CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
919.420.1405
Amy Oh
Officer, Registered Senior Wealth Management Client Associate
919.829.2040
Rebecca Maselli,

CRPC™

Assistant Vice President, Wealth Management Associate
919.899.3630
Taylor Williams
Wealth Management Client Associate
919.829.2035
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.
Rosemary Coldebella
Senior Wealth Management Lending Officer
NMLS #589376
Kristin Wood
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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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.
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.