The Stuart Group

Merrill Lynch Wealth Management
1211 SW 5th Avenue
Suite 2400
Portland OR 97204
(503) 221.4684
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About Us
Approach

Helping you pursue your goals starts with getting to know you and your family. We will work together to create a financial strategy that reflects your investment style and is built around your life plan. Our planning process can help you identify and prioritize your personal and professional financial goals, including education funding and retirement lifestyle. Potential strategies are offered to provide the "fit" that may best serve your objectives, risk tolerance, time horizon and liquidity needs. We help you understand fees and expenses associated with your accounts.

Meet Our Team
Bart Stuart,

CRPC™

Senior Vice President, Senior Financial Advisor
503.221.4794
Katherine Johnson,

CRPC™

Assistant Vice President, Wealth Management Specialist
503.221.4684
Riley Alferd
Financial Advisor
503.221.4669
Luiza Ostapenko
Wealth Management Client Associate
503.221.4737
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.
Ryan Osburn
Senior Wealth Management Lending Officer
Bank of America, N.A.
Melody A Willis
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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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.