Weese Harris Hanover Group

Merrill Private Wealth Management

10400 NE 4th St
Bellevue, WA 98004
(425) 990-2212
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The Weese Harris Hanover Group delivers the intimacy of a boutique with the vast resources of a global institution. We combine the understanding of complex financial needs with privileged access to sophisticated strategies typically reserved for large institutional investors. Substantial wealth is different. It deserves substantially different care.
Weese Harris Hanover Group
Merrill Lynch Wealth Management
Welcome

As our client, you will work with a highly experienced and rigorously trained Merrill Private Wealth Management team who strive to gain a deep understanding of your goals and values and provide access to the banking capabilities of Bank of America and the investing capabilities of Merrill to help provide appropriate solutions designed to help you pursue your financial goals.

Recognition
Jason Weese
Managing Director, Private Wealth Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2016, 2019-2021, 2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Weese Harris Hanover 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.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Jason Weese,

CFP®, CIMA®

Managing Director, Private Wealth Advisor
425.990.2212
Mark Harris
Managing Director, Private Wealth Advisor
425.990.2211
Colby Hanover
Senior Vice President, Private Wealth Senior Business Manager
425.462.8140
Jack A Hanover
Senior Vice President, Senior Consultant
425.462.8139
Ramy Awad
Senior Private Wealth Planner
425.990.2210
Ryan Griffin
Wealth Management Specialist
425.990.2166
Kristoffer Marshall
Vice President, Private Wealth Business Development Specialist
425.990.2209
Kurt Schulz,

CFP®, CIMA®, SE-AWMA™

Vice President, Wealth Management Advisor
425.462.8181
Tina Nguyen,

AAMS™

Private Wealth Relationship Manager
425.990.2208
Amanda Nguyen
Vice President, Registered Private Wealth Client Associate
425.990.2207
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bryan Austin
Private Wealth Strategist
Jason Englehart
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #244098
Bill Grey
Structured Credit Executive
Bank of America, N.A.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.