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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

WelcomeRecognitionOur ApproachMeet Our TeamInsightsAbout Private Wealth

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.)

Show More Recognitions

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

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.)

Show More Recognitions

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.)

Kevin Bruegge

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Financial Times "400 Top Financial Advisers", 2019-2020

(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Financial Times "400 Top Financial Advisers", 2019-2020

(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)

Barron's "America's Top Private Wealth Advisory Teams", 2022

(Published on April 15, 2022. Rankings based on data as of December 31, 2021.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2019

(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)

On Wall Street "Top 40 Advisors Under 40", 2017-2019

(Published annually Jan – Mar. Rankings based on data as of Sept 30 – Dec 31 of prior year.)

Jamie Morgan

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Thomas Hurley

Senior Vice President, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2023-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Advisors", 2023-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Braden Martini

Senior Vice President, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2024

(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Advisors", 2024

(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Steven Claar

Senior Vice President, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2023-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Advisors", 2023-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Click here to learn more about advisor recognitions

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

Jaden Dahm

Wealth Management Specialist

513.579.3634

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

V. Jingwei Baker

Wealth Management Specialist

Insights

Charting the course: 1,000 rising-gen family members voice their top priorities

Sunset on the horizon: Get ready for transfer tax exemptions to be reduced in 2026

Pulling back the curtain: Wealthy families open up about money decisions

Artificial intelligence: The next great tech wave?

Mom and Dad, I want to start a business

Merrill is committed to helping you stay cyber secure

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.