The Giambelluca Group

Merrill Lynch Wealth Management

3700 N Capital Of Texas Hwy
Austin, TX 78746
(512) 795-2514
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Our clients are an extension of our family and friends where superior service is something they expect and deserve. The foundation of our work is not only to provide you excellence in financial services, but also take a big picture view of wealth management extending beyond your investments. We strive to anticipate your needs and are committed to being there for you. Our mission is to help you plan for the unexpected and be the first call you make for all your financial needs – large and small.
The Giambelluca Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Lance Giambelluca
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Giambelluca 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
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
Lance Giambelluca,

ChFC®, CFP®, CRPC™

Senior Vice President, Senior Resident Director - Wealth Management Advisor
512.795.2519
Adam Ulatoski,

CIMA®, CRPC™

Senior Vice President, Wealth Management Advisor
512.795.2514
Kelly Hardziej
Officer, Registered Wealth Management Client Associate
512.712.1526
Sara Ashworth-Baccus,

CRPC™

Vice President, Relationship Manager
512.795.2164
Kimberly Markland Leonard
Wealth Management Client Associate
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
Courtney Lam
Wealth Management Banking Specialist
Merrill
Daniel Scalley
Wealth Strategist
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.