The Ethen Bagley Group

Merrill Lynch Wealth Management
5143 Palm Passage
, St. Thomas (VI) 00802
866 473 1815
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At the Ethen Bagley Group, we are dedicated to understanding your unique financial needs and goals. In today’s fast-paced world, managing finances and investments can feel overwhelming and all too time consuming. Our mission is to simplify the savings and investment process, freeing up your time to focus on what truly matters to you. With our guidance, we seek to provide you the confidence that comes from knowing your financial plan is being implemented and Tracked by a team of professionals.
The Ethen Bagley Group
Welcome

Welcome to the Ethen Bagley Group, a dynamic financial advisory team comprised of ten dedicated professionals from diverse backgrounds and generations. With a shared commitment to delivering best in class service, we take pride in guiding our clients toward achieving their financial goals. Our approach goes beyond reacting to the market’s daily fluctuations, we emphasize comprehensive wealth planning tailored to your unique aspirations, values, and long-term objectives.Each member of our team brings unique experience and insights to the table, helping to ensure that our clients benefit from a comprehensive, disciplined approach to financial planning. From seasoned advisors with decades of industry experience to innovative thinkers leveraging the latest technology, our collaborative approach helps to ensures that the focus remains on helping you meet your goals. This disciplined approach allows our clients to make informed decisions, secure in the knowledge that they have a financial plan designed to adapt to life’s changes while remaining aligned with their objectives.Our commitment to excellence extends beyond financial knowledge. We pride ourselves on being easily accessible, helping to ensure our clients feel supported and informed every step of the way. Whether it’s a quick check-in to address immediate concerns or a comprehensive review of your accounts, our team is always available to provide the guidance and clarity you deserve.We invite you to experience the difference of working with a team the places your success at the center of everything we do. Let’s work together to build a secure and successful financial future for you and your family.

Videos
Welcome to Our Website
Recognition
Stephen Ethen
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
The Ethen Bagley Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Approach

Our approach starts by focusing on what matters to you. We'll have a collaborative conversation and help you define and prioritize your financial goals. Using Merrill's Personal Wealth Analysis®, we'll develop a personalized plan paired with the tools, advice, and guidance you need to make fully informed decisions and implement your financial plan. We believe that strong communications are key to your success and you can expect to hear from us regularly with updates on your progress, the markets, and key regulatory and tax changes that may require timely adjustments to your plan. Our perspective is that time is your greatest resource. Once your financial strategy is in place, we'll handle the day-to-day management of your investment accounts so that you can focus on what is important to you.

Meet Our Team
Stephen Ethen,

CFP®, CRPC™, SE-AWMA™

Managing Director, Wealth Management Advisor
402.496.5192
Michael Bagley,

CFP®

Senior Vice President, Wealth Management Advisor
402.496.5193
Anthony A Nebelsick,

CRPC™

Vice President, Senior Relationship Manager
402.496.5194
Maureen McCrudden,

CRPC™

Assistant Vice President, Wealth Planner
402.496.5172
Amanda M Nelson,

CRPC™

Assistant Vice President, Relationship Manager
402.496.5157
JOHN M. GIGGEE,

CRPC™

Assistant Vice President, Wealth Management Specialist
402.496.5118
Luke Radio
Registered Wealth Management Client Associate
402.496.5112
Lauren Brown
Registered Wealth Management Client Associate
340.715.5406
Naomi Rae Laing
Wealth Management Client Associate
340.715.5410
Caroline Ethen
Wealth Management Seasonal Client Associate
340.715.5414
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.
Megan Farani
Wealth Management Banking Specialist
Merrill
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Clint W Weber
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1289891
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.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.