Brian Kraft
Brian joined Merrill Lynch Wealth Management in 1997 and has enjoyed a growing reputation within the Firm and with clients – for his goals-based wealth management approach. He is a Senior Vice President, Wealth Management Advisor, Portfolio Advisor and founding member of The Kraft Group within the firm. Brian has been named to Forbes “Best in State Wealth Advisors” in 2023-2024 (Published annually Jan - April. Rankings based on data as of June 30 of prior year.)Brian draws on his more than two decades of experience to help simplify the often-complex needs of the families and business he works with. Brian creates a strategy as flexible as today’s changing market conditions and can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. His areas of focus are found in portfolio management, asset allocation strategies, retirement, and estate planning strategies. Brian follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community. He graduated from the University of Oklahoma with a degree in Finance. He is a CERTIFIED FINANCIAL PLANNER® CFP® professional and holds the Chartered Retirement Planning Counselor™, CRPC™ designation from The College for Financial Planning Institutes Corp. Brian lives in Dallas, is married to his wife Heather, and is the proud father of two daughters.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
My 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. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
