Singer Johns Maxey Wealth Management Group

Merrill Lynch Wealth Management

755 SW Bonnett Way
Suite 2200
Bend, OR 97702
(541) 382-4373
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Singer Johns Maxey Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Andrew Singer,

ChFC®, CLU®

Senior Vice President, Wealth Management Advisor
541.318.6472
Storm Maxey,

CPFA™

Vice President, Senior Financial Advisor
541.318.6476
Jonathan Burke
Financial Advisor
503.221.4647
Stuart G. Johns
Senior Vice President, Senior Consultant
541.318.6466
Cindy Rounds
Assistant Vice President, Wealth Management Associate
360.828.9045
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.
Jacob R. Olsen
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432347
Gilbert Silva
Wealth Management Banking Specialist
Merrill
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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