Turnage Sieling Wealth Management Associates

Merrill Lynch Wealth Management
6950 Tpc Dr
McKinney, TX 75070
(972) 369.1941
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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.
Turnage Sieling Wealth Management Associates
Welcome

We provide personalized wealth management services so you can focus your time on what really matters.  The primary goal of Turnage Sieling Wealth Management Associates is to offer tailored financial advice and guidance as we work together to help you pursue your financial goals.

We are committed to a “high touch” and communicative practice, so that each client is informed, aware, and comfortable with his/her financial life regardless of the market or economic conditions.  

Turnage Sieling Wealth Management Associates’ investment model focuses on a research based approach that uses access to the intellectual capital of the firm to plan, advise, and implement customized strategies for each client.  You can expect transparent fee structures and consistent dialogue, including regular portfolio reviews and performance analysis.



*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

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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
Brian Sieling,

CRPC™

Senior Vice President, Senior Financial Advisor
972.369.1999
Robert Thomas,

CFP®

Assistant Vice President, Wealth Management Advisor
972.369.1941
Juliet McKnight Francis
Officer, Wealth Management Client Associate
972.369.1950
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.
Lisa C. Gratz
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #536196
Austin Bertrand
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Osvaldo Luna
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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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.
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.