Austin Seegmiller

As a Financial Advisor with Merrill, I work with individuals, families, and businesses to help them make confident, informed decisions about their financial future. My approach begins with understanding each client’s goals, priorities, and concerns, then developing a personalized strategy designed to support both their near-term needs and long-term objectives. I focus on building lasting client relationships through thoughtful planning, clear communication, and a disciplined investment process.

I have experience helping clients navigate key areas of wealth management, including retirement planning, tax-efficient investing, and workplace plans and investing. Whether clients are preparing for retirement, transitioning from their working years, managing concentrated assets, or seeking to make the most of employer-sponsored benefits, I help them evaluate their options and align their investment strategy with their broader financial picture. I also work with clients to identify opportunities for tax-aware portfolio construction, asset location, and income planning in coordination with their tax and legal professionals.

My goal is to serve as a trusted resource for clients as their financial lives evolve. By combining Merrill’s investment insights, planning resources, and access to the banking capabilities of Bank of America, I help clients pursue what matters most to them with greater clarity and confidence. I am committed to delivering personalized guidance, practical strategies, and a high level of service throughout every stage of the client relationship.