The Spurr Group

Merrill Lynch Wealth Management
1211 SW 5th Avenue
Suite 2400
Portland, OR 97204
(503) 221-4657
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We focus on providing clients with highly customized wealth management strategies enabling them to navigate every facet of their financial lives with confidence and clarity.
The Spurr Group
Merrill Lynch Wealth Management
Welcome

The Spurr Group is a full-service wealth management group with offices in Portland, Oregon and New York City. Our team members have over 50 years of combined experience working on Wall Street in finance and the law. We leverage these backgrounds to seamlessly blend the experience of a boutique-like family office with the extensive resources of a global institution. The result is a distinctive approach designed to help you grow and preserve your wealth for today and the future.

*We do not provide legal advice in our current roles with Merrill.

Recognition
Amy Spurr
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Women Wealth Advisors Ranking", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The Spurr Group
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
WELCOME

Our mission is to understand your goals and what truly matters to you and your family. We look to actively listen and comprehensively assess your current situation and future aspirations.

Meet Our Team
David Spurr,

CPFA™

Vice President, Senior Financial Advisor
503.221.4657
Amy Spurr,

CPWA®

Senior Vice President, Wealth Management Advisor
503.221.4607
Benjamin Zacks,

CFA

Assistant Vice President, Senior Financial Advisor
212.415.7432
Megan Stuart
Assistant Vice President, Wealth Management Associate
503.221.4754
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.
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Ryan Osburn
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432311
Melissa VanMetre
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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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.