OAKS Wealth Management Group Team Photo

OAKS Wealth Management Group

Merrill Lynch Wealth Management

3700 N Capital Of Texas Hwy
Austin, TX 78746
(512) 795-2172
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Understanding your life priorities is an important part of how we work with the clients we serve. It’s not just about markets and returns, it’s about what matters most to you. We welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
OAKS Wealth Management Group
Merrill Lynch Wealth Management
Welcome

We understand the latest trends, risks and potential opportunities, but when it comes to planning for your wealth, the most important thing is understanding you and what matters most to you. It starts with a conversation, building a foundation that helps us get to know you and your family’s unique goals, priorities and overall financial situation, and we work together to agree upon a personalized plan for you. We offer you single point of contact access to Merrill’s investing and Bank of America’s banking products and services. As your life needs and market conditions change, we will meet to track progress and make adjustments to your strategy, as needed.

Recognition
Becca Brocato
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
OAKS Wealth Management Group Team Photo
OAKS Wealth Management 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
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
Robert Krumholz
Senior Consultant
512.795.2168
Becca Brocato
Senior Vice President, Senior Financial Advisor
512.795.2169
Bianca Lindsey,

CFP®

First Vice President, Wealth Management Advisor
512.795.2172
Michael Krumholz
Financial Advisor
512.795.2193
McGee Cook,

CRPC™

Wealth Planner
512.795.2154
Rebecca Jo Baggett,

CRPC™

Wealth Management Associate
512.795.2161
Sarah Jane Edelman
Wealth Management Client Associate
512.795.2155
Anne Provost
Wealth Management Client Associate
512.795.2171
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.
Erron G Wilson
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #620175
Gina Fulgencio
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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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.