Slattery Hruby SHB Wealth Management Group

Merrill Lynch Wealth Management
13321 California St
Omaha, NE 68154
(402) 496-5128
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Slattery Hruby SHB Wealth Management 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.
Slattery Hruby SHB Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
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 SHB Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Thursday, November 9th 2023| 4:00 PM CST
Protecting Your Wealth from Health Care Costs in Retirement

Addresses planning for healthcare costs in retirement & the 2 key risks clients face.(1) What Medicare covers & the increasing out-of-pocket expenses that need to be included in their retirement income plan. (2) Financial impact of a long-term healthcare event & the types of LTC insurance available

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
Clint W Weber
Wealth Management Lending Officer
NMLS #1289891
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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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.