Harlow Associates Wealth Management Group Team Photo

Harlow Associates Wealth Management Group

Merrill Lynch Wealth Management
13321 California St
Omaha, NE 68154
(402) 496.5130
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Harlow Associates Wealth Management Group believes that good client relationships are built on teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. Our goal is to be your primary source for financial advice and guidance.
Harlow Associates Wealth Management Group
Welcome

We offer you ideas and resources, using a disciplined approach to managing wealth that puts you, rather than the market, at the center of the process. We can help you identify your goals, prioritize and then address them with access to the investing capabilities of Merrill and the banking convenience and lending solutions of Bank of America. Whether your goals include planning to fund the next generation’s education, ensuring your money lasts in retirement, covering potential health care costs, or preserving wealth, the team can help you develop a personalized financial strategy aligned with those goals.

Recognition
Barbara Greene
Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
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
Nicholas Harlow,

CFP®, CIMA®, CRPC™

Managing Director, Wealth Management Advisor
402.496.5130
Barbara Greene,

CFP®

Vice President, Wealth Management Advisor
402.496.5111
Jenna S. Kleine
Registered Wealth Management Client Associate
402.496.5119
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
Bank of America, N.A.
NMLS #1289891
Megan Farani
Wealth Management Banking Specialist
Merrill
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
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.