The Evelo|Singer|Sullivan|Bruegge Group

Merrill Private Wealth Management

312 Walnut Street
Suite 2400
Cincinnati, OH 45202
(513) 579.3888
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Your life is about more than investments. It’s about your business, your family and your legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life. We hold an unwavering belief that only when we offer exceptional service to our valued clients can our own success follow.
The Evelo|Singer|Sullivan|Bruegge Group
Merrill Lynch Wealth Management
Welcome

The Evelo|Singer|Sullivan|Bruegge Group has four decades experience serving successful families across the United States. With 28 professionals, each with varying areas of expertise, our scope and scale enable us to deliver innovative strategies and solutions demanded by the complexities of substantial wealth.  Our client families have entrusted us with the management of $8.03 billion (as of February 29, 2024) in assets. We welcome the opportunity to help simplify your financial life.

Recognition
David Singer
Managing Director, Private Wealth Advisor
Barron's "America's Top Private Wealth Advisory Teams", 2022
(Published on April 15, 2022. Rankings based on data as of December 31, 2021.)
Barron's "Top 100 Financial Advisors", 2017-2024
(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)
Forbes "America"s Top Wealth Advisors", 2022-2023
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2009-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Financial Times "400 Top Financial Advisers", 2014, 2016-2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Our Approach
Family Office Solutions

You can rely on our team to manage your financial life, so you have time to pursue a lifestyle that befits your true passions. We work closely with you to develop customized financial strategies designed to manage risk in the present, address personal goals throughout life, and preserve wealth for future generations.

As part of a cohesive wealth strategy plan, we will collaborate with your trusted tax and legal advisors to help ensure all advice and guidance complements your short- and long-term wealth goals.

Our Team offers you a broad spectrum of sophisticated strategies and services demanded by the complexities of substantial wealth:

  • Net worth analysis and wealth allocation framework
  • Asset management with cash flow budgeting
  • Predictive modeling to match assets to well-defined objectives
  • Concentrated position strategies (e.g. stock options, restricted stock, private ownership)
  • Tax-minimization strategies
  • Trust and estate planning services
  • Intergenerational wealth transfer strategies
  • Philanthropic and charitable giving
  • Family wealth dynamics and governance
Meet Our Team
Joseph H. Evelo
Managing Director, Senior Relationship Manager
513.579.3888
David Singer,

CFA

Managing Director, Private Wealth Advisor
513.579.3889
Linnell R. Sullivan
Managing Director, Senior Consultant
513.579.3890
Kevin Bruegge,

CEPA®

Managing Director, Private Wealth Advisor
513.579.3897
Jamie Morgan,

CEPA®, CFP®, CRPC™

Managing Director, Private Wealth Advisor
513.579.3883
Thomas Hurley,

CFP®

Senior Vice President, Private Wealth Advisor
513.579.3892
Braden Martini,

CFP®

Senior Vice President, Private Wealth Advisor
513.579.3893
Steven Claar,

CFA

Senior Vice President, Private Wealth Advisor
513.579.3881
Matthew Dodds
Senior Vice President, Senior Financial Advisor
513.562.2084
Nicholas Riordan
Vice President, Financial Advisor
513.562.2085
Katherine E. Anderson,

CFA, CFP®

Assistant Vice President, Private Wealth Relationship Manager
513.579.3886
Katie E. Andrews
Registered Private Wealth Client Associate
513.579.3895
Amanda K. Bentley Fessler,

AWMA™

Assistant Vice President, Private Wealth Business Development Specialist
513.579.3882
Kristin T. Biedenharn,

CIMA®

Assistant Vice President, Private Wealth Investment Management Specialist
513.579.3880
Orla M. Bowman
Wealth Management Client Associate
513.579.3753
Amy A. Commins,

AWMA™

Assistant Vice President, Private Wealth Relationship Manager
513.579.3896
Allison N. Doll,

AWMA™

Vice President, Private Wealth Senior Relationship Manager
513.579.3898
Andrew D. Flood,

AAMS™

Investment Management Specialist
513.579.3885
Alexandra C. Griffin
Registered Wealth Management Client Associate
513.562.2083
Amanda R. Grote
Registered Private Wealth Client Associate
513.579.3814
Richard W. Hidy,

AAMS™, CFP®

Assistant Vice President, Private Wealth Relationship Manager
513.562.2080
Brent E. Kassner,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager
513.579.3884
Mary Beth LaFountain
Officer, Wealth Management Client Associate
513.579.3817
Anne M. Niemeyer
Officer, Registered Private Wealth Client Associate
513.579.3894
Margaret P. Orlov,

CFP®

Officer, Senior Private Wealth Client Associate
513.579.3818
David M. Ostmann
Registered Private Wealth Client Associate
513.579.3785
Morgan K. Shover,

AAMS™

Wealth Management Specialist
513.579.3813
Paul R. Vonluehrte,

AAMS™

Assistant Vice President, Private Wealth Investment Management Specialist
513.562.2114
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo 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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.