Slater Kelly Wealth Management Group
Merrill Lynch Wealth Management
1 Cowboys Way
STE 400
Frisco TX 75034
(469) 294.7098
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Welcome

We'll deliver the investment insights of Merrill® to you and offer access to the banking convenience and lending solutions of Bank of America. We'll help you explore financial possibilities that may be available in today's changing markets.  And we can leverage additional support by calling upon our global network of specialists to assist you.

Meet Our Team
Aaron Kelly,

CFP®

Assistant Vice President, Wealth Management Advisor
469.294.7098
Thomas Slater
Senior Vice President, Senior Financial Advisor
940.297.6963
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.
Jocelyn T Smith
Retirement Specialist
Bank of America, N.A.
Austin Bertrand
Wealth Strategist
Merrill
Jeff A Frank
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #620217
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.