The MPB Group

Merrill Lynch Wealth Management
301 Commerce St
Fort Worth, TX 76102
(817) 877.9684
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The MPB Group
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.

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Navigate life’s turns with Merrill
Recognition
Stephen Pfeffer
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top State-by-State Advisors", 2019-2020
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Thursday, November 7th 2024| 12pm
Financial Seminar and Lunch

Please join us for our Fourth Quarter Financial Seminar and Lunch on Thursday, November 7. Hope to see you there!

Meet Our Team
Stephen Pfeffer,

CFP®, CKP®, CPFA®

Managing Director, Wealth Management Advisor
817.877.9684
John R McKenzie,

CFP®

Senior Vice President, Senior Relationship Manager
817.877.9701
Deirdre D. Babcock,

AWMA™

Vice President, Wealth Management Specialist
817.877.9736
William Beckworth,

AWMA™

Vice President, Senior Relationship Manager
817.877.9750
Samantha Haster
Registered Wealth Management Client Associate
817.877.9611
Anna Donnachie
Wealth Management Client Associate (FP)
817.877.9229
Kelly B Avery
Registered Senior Wealth Management Client Associate
817.877.9714
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.
Joanna Kind
Wealth Management Banking Specialist
Merrill
Sheri Grimes
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #621555
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.