Slattery Hruby

Merrill Lynch Wealth Management

13321 California St
Omaha, NE 68154
(402) 496-5132
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Throughout Nebraska and across the country, The Slattery Hruby Group is committed to offering affluent families the experience, insight and know-how to help preserve and potentially grow their wealth. It's a different kind of wealth management because we look at everything consistently from the client's point of view.
Slattery Hruby
Merrill Lynch Wealth Management
Welcome

An engagement with our group means we will look at your wealth with a holistic approach, including your balance sheet, human capital, level of interests, aspirational accomplishments, where you want to go, and what kind of ride you want to get there. Whatever your goals are, they are yours. We want to help you make your goals become an enjoyable reality. We will help guide you through our process to develop quantifiable paths to your goals, and bring organization to the complex.

Our Commitment and Passion

The Slattery Hruby Group is committed to you. Beyond wealth and asset management, our goal is to help you make more informed decisions on a broader financial and personal scale. Our passion is helping you to pursue your passions. Individually and collectively, we bring a tailored talent to each of your circumstances. We strive to make clients' goals and missions possible. You will find that our team has:

Experience

We have decades of experience working with families. We are committed to helping clients pursue their needs, perspectives and goals.

Resources


In addition to advice and guidance, you have access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America. We can offer you strategies designed to help you pursue your unique financial goals.

Compassion

We work with a small group of select client families and small businesses so that we can communicate frequently and be aware of what is going on in their lives and businesses. That way we can be ready to guide them in updating strategies as they experience change in their lives.

"As a team we believe in the power of close, personal relationships. We work with multiple generations across their financial lives. We are proud that clients remain with us for many years including their children and grandchildren can do the same. "
-Daniel Slattery, Senior Vice President, Senior Consultant

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Take charge of your financial future
Recognition
Kandis Schissel
Vice President, 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.)
Slattery Hruby
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
Our Process for You

Merrill's four-step client process starts the moment we begin to talk about your vision, dreams and goals. We discover who you are and where you want to go.

Establish Objectives

From the beginning, The Slattery Hruby Group seeks to understand your vision as clearly as you do. To help attain this, we meet with you and your family (if you choose) or your business. By intently listening, we develop an accurate picture of your current financial life. We ask questions, sometimes tough ones, to help you express and define where you see yourself, your family, and/or your business in the future. We work to understand your time horizon, risk tolerance, liquidity needs and goals.

Set Strategy

Once your objectives are clear, we suggest a customized wealth management or business strategy to help you pursue them. Your strategy's goal will be to strike a balance between expected performance, risk management, wealth preservation and long-term goals. If you come to us with a portfolio, we'll evaluate your positions, weighing their performance and outlook against your defined goals. We're not looking to change everything: If some of your existing investments fit in your new strategy, and you are happy with them, we may recommend keeping them in place. We will also help identify other opportunities that are consistent with your strategy to help expand your financial horizons.

Implement Strategies

Once we have everything in place, our group will launch your strategy. We are able to recommend strategies from a variety of investment platforms, and we'll suggest the ones we feel are most appropriate for you. In addition, we can offer you independent proprietary portfolios through our resources at Merrill Lynch Wealth Management. With the knowledge of Merrill, we have a plethora of choices to help you manage and evaluate your strategies along the way.

Review Progress

We are then able to manage performance reviews that helps you track progress and maintain control over your finances. During this process, we also meet regularly with you to review progress. Our reviews are designed to reexamine your portfolio, and then make any necessary strategic adjustments along with any new goals or objectives you want to pursue. From there, we would meet with you regularly to review your progress. We are able to meet in person at our office, your home or any place where you feel comfortable. We also can be in contact with you via email, phone, mail, or over our secure Web viewer system, WebEx. We have many options to make sure we are easily accessible and at your convenience.

Meet Our Team
Daniel S Slattery,

CRPC™

Senior Vice President, Senior Consultant
402.496.5128
C Hruby,

CIMA®, CPWA®

Senior Vice President, Wealth Management Advisor
402.496.5132
Kandis Schissel,

CFP®, CPWA®

Vice President, Wealth Management Advisor
402.496.5109
Scott Bunselmeyer
Financial Advisor
402.496.5152
Charles Stephen Nolan Hruby,

CIMA®

Financial Advisor
402.496.5121
Amanda L Braun,

CRPC™

Assistant Vice President, Wealth Management Specialist
402.496.5162
Janan J Dippel
Wealth Management Client Associate
402.496.5110
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.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Clint W Weber
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1289891
Megan Farani
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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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®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.