Borchers Bramel Wilkison & Associates

Merrill Lynch Wealth Management
10100 Innovation Dr
Miamisburg, OH 45342
(937) 847-4071
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The playbook for a meaningful tomorrow can be different for every family. Drawing on a structured process and our deep commitment to working together, we can design the right approach to help target your goals.
Borchers Bramel Wilkison & Associates
Merrill Lynch Wealth Management
Welcome

We believe that a desire to address the needs of your family is at the heart of why people have financial goals. Whether your life’s “to do list” is large or small, or simply to help maintain your lifestyle in an uncertain world, working toward your goals shouldn’t be intimidating. That’s why we take the time, however long that may be, to help you understand how the financial steps you take today can be worth your commitment. 

Our team of financial advisors and client associates have diverse backgrounds, personalities, and complementary skills that can allow us to offer wealth management planning that is customized to each family. By understanding what the right financial approach may be for you and then being able to offer the broad investing insights of Merrill, and with access to the banking convenience of Bank of America, we believe your goals can be within reach.

Recognition
John Borchers
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Borchers Bramel Wilkison & Associates
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 Philosophy

We believe the effort we put in today to design each unique client relationship goes to the heart of the value we can offer. We strive to do that:

  • With a deep devotion to a disciplined approach that can help guide you at every stage of the wealth management process;

  • By helping you target your needs with a financial strategy that you can understand;

  • With our dedication to client education, helping you recognize the connection between your financial behavior and how well you may fare in pursuit of your goals;

  • With a commitment to clear and transparent communications so that you can have a simple regimen to help you follow your financial approach; From helping you maintain your lifestyle to creatively using your wealth to shape your legacy, we are committed to staying on top of your family's needs, and believe the relationship we can build together can appreciate in value in the years to come.

Meet Our Team
John Borchers,

CFP®

Managing Director, Wealth Management Advisor
937.847.4082
Kelly Bramel,

CPFA™

Senior Vice President, Senior Financial Advisor
937.847.4002
Michael Borchers,

CFA

Senior Vice President, Wealth Management Advisor
937.847.4071
Michael Wilkison,

AWMA™

Vice President, Wealth Management Advisor
937.847.4075
Guy M Smallwood
Senior Vice President, Senior Relationship Manager
937.847.4083
Jennifer M Cumming
Assistant Vice President, Wealth Management Associate
937.847.4084
Shawn Michelle Morris
Assistant Vice President, Wealth Management Associate
937.847.4081
Tina L Bernardi
Registered Senior Wealth Management Client Associate
937.847.4008
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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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.