Bridge to a more bullish future?

In just 15 minutes, experts offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

Watch now

JB Wealth Management Group

Merrill Lynch Wealth Management

2 E Mifflin St.

Suite 900

Madison, WI 53703

(608) 283.2741

Learn more about an advisor's background on

JB Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.

JB Wealth Management Group

Merrill Lynch Wealth Management

WelcomeRecognitionMeet Our TeamInsightsAbout Merrill

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.

Recognition

JB Wealth Management 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.)

Click here to learn more about advisor recognitions

Meet Our Team

Hans A Johnson

Senior Vice President, Senior Consultant

608.283.2740

Jeffrey Bowles,

CKP®, CPFA™, CRPC™

Managing Director, Senior Financial Advisor

608.283.2704

Crystal Carlson,

CFP®, CIMA®, CPFA™, CPWA®

Vice President, Wealth Management Advisor

608.283.2701

Colleen Bowar,

CDFA®, CFP®, CPFA™

Vice President, Wealth Management Advisor

608.283.2747

Elizabeth Jackson,

CDFA®, CPFA™

Vice President, Senior Financial Advisor

608.283.2746

Scott Wallen,

CPFA™

Assistant Vice President, Wealth Planner

608.283.2756

Thomas Dunn,

CRPC™

Financial Advisor

608.283.2702

Krista Rae Thompson

Wealth Management Client Associate

608.283.2754

Janet R Callan,

CRPC™

Assistant Vice President, Senior Relationship Manager

608.283.2741

Ella Falcon Franzer,

CRPC™

Registered Wealth Management Client Associate

608.283.2757

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.

Morgan G. Bryan

Division Structured Credit Executive

Bank of America, N.A.

Bryant Wolfson

Alternative Investments Regional Specialist

Bank of America, N.A.

Rae Williams

Wealth Management Banking Specialist

Merrill

Insights

Artificial Intelligence: the next great tech wave?

Midyear Outlook webcast

5 options to help bridge the health insurance gap

Make your Money Last in Retirement

Renovate your home without wrecking your budget

Saving for college? 3 ways to build a nest egg

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.

It starts with you

Helping to make your goals a reality

Designed to keep you in the know

Merrill Advisor Match

JB Wealth Management Group

Merrill Lynch Wealth Management

Information for:

Discover Merrill:

Get in touch:

Connect with ML^®: