J Brian DeGroft
J. Brian DeGroft, CIMA®, CPFA®, Senior Vice President & Wealth Management Advisor, has 34 years of experience with Merrill. Brian and his team, The Renie DeGroft Arthur Hall Group, provide high net worth individuals and institutional clients customized wealth management advice and guidance. Brian is a 1991 graduate of the University of Dayton. Brian has completed executive education at The University of Pennsylvania's Wharton School of Business for Financial Leadership and for High Net Worth Investing. Brian has also completed executive education at Harvard University. Brian achieved the Certified Investment Management Analyst® (CIMA®) certification, studying at The University of Chicago Booth School of Business. Brian also holds the Certified Plan Fiduciary Advisor® (CPFA®) designation, providing Plan Fiduciary and Education Services for corporate sponsored retirement plans.
Brian volunteers his time coaching special needs hockey with the Cincinnati Cyclones Special Hockey Program and supporting The St. Xavier High School Hockey Program.
Brian and his team can deliver the investment insights of Merrill to you and offer access to the banking convenience and lending solutions of Bank of America . Brian creates customized investment portfolios, tailored to each client’s specific risk and return objectives determined in the wealth planning process. His areas of focus and professional knowledge are: Investment Management, Investment Advisory Services, Retirement Income Planning, Wealth Structuring, Philanthropic Solutions, College Education Planning, Corporate Retirement Plans, and Tax Minimization Strategies.
Brian's team can offer you the resources, investment choices and strategies—along with access to banking services such as customized lending and credit from Bank of America—that can help you position yourself for the lifestyle you desire.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
