CLE Wealth Management

Merrill Lynch Wealth Management
159 Crocker Park Blvd
Westlake, OH 44145
(440) 250.7957
Learn more about an advisor's background on
At CLE Wealth Management we believe significant wealth requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.
CLE Wealth Management
Welcome

Headquartered in Northeast Ohio, CLE Wealth Management has distinguished itself by providing customized advice and guidance to a select group of corporate executives, business owners and affluent families. We are a 9 member team that has been entrusted with over $1.7B in assets, as of June 2024. We are relentless in our focus on risk-adjusted performance relative to a client’s long-term goals. We bring warmth, compassion and coordination to clients’ wealth management that is distinctive. 

Recognition
Matthew Meyer
Senior Vice President, Resident Director - Wealth Management Advisor
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2024
(Published on August 8, 2024. Rankings based on data as of March 31, 2024.)
CLE Wealth Management
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Our Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Matthew Meyer,

CPFA™, CRPC™

Senior Vice President, Resident Director - Wealth Management Advisor
440.250.7957
W Cox
Senior Vice President, Senior Financial Advisor
440.250.7908
Steven Wickstrom,

CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
440.250.7901
Daniel Mott,

CFP®, CPFA™, CPWA®

First Vice President, Wealth Management Advisor
440.250.7934
Dan A Bragg,

CRPC™

Senior Vice President, Senior Consultant
440.250.7940
Scott Bauchmoyer
Financial Advisor
440.250.7916
KRISTIN KRUPA
Officer, Wealth Management Client Associate - RDA
440.250.7903
Michael Stephen James
Registered Wealth Management Client Associate
440.250.7911
Jessica Kapottos
Wealth Management Client Associate
440.250.7933
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.
Jeremy Floberg
Wealth Strategies Advisor
Bank of America, N.A.
William J Bosack
Structured Credit Executive
Bank of America, N.A.
Mark Sullivan
Alternative Investments Regional Specialist
Bank of America, N.A.
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
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.