The Ethen Bagley Group

Merrill Lynch Wealth Management
13321 California St
Omaha, NE 68154
(866) 473-1815
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The Ethen Bagley Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Ethen Bagley Group
Merrill Lynch Wealth Management
Welcome

Our mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you’d like to be tomorrow. We will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Recognition
Stephen Ethen
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Thursday, December 14th 2023| 1:00 PM CDT
2024 Year Ahead Outlook

The year 2023 started strong but events in Washington and around the world began to weigh on investor's minds. Chris Hyzy and expert panelists will explore where things may go from here and offer actionable portfolio ideas that could be considered not to navigate emerging risks and opportunities.

Meet Our Team
Stephen Ethen,

CFP®,CRPC™,SE-AWMA™

Managing Director, Wealth Management Advisor
340.715.5402
Michael Bagley,

CFP®

Senior Vice President, Wealth Management Advisor
402.496.5193
Anthony A Nebelsick
Vice President, Senior Relationship Manager
402.496.5194
Maureen McCrudden,

CRPC™

Assistant Vice President, Wealth Planner
402.496.5172
Amanda M Nelson,

CRPC™

Assistant Vice President, Relationship Manager
402.496.5157
John M. Giggee,

CRPC™

Assistant Vice President, Wealth Management Specialist
402.496.5118
Luke Radio
Wealth Management Client Associate
402.496.5112
Caroline Ethen
Wealth Management Seasonal Client Associate
Naomi Rae Laing
Wealth Management Client Associate
340.715.5410
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.
Clint W Weber
Wealth Management Lending Officer
NMLS #1289891
Joseph McCullough
Wealth Strategies Advisor
Megan Farani
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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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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.