The Brisbane Group

Private Wealth Advisors

The Brisbane Group

Private Wealth Advisors
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We provide sophisticated strategies and personalized attention to a limited number of wealthy individuals and families. We combine the experience of understanding the complex financial needs of clients with substantial wealth with the broad capabilities of a global institution to address your goals.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Maria  Brisbane

Maria Brisbane

Managing Director

Private Wealth Advisor

212.418.2805
Suzanne R Bennett

Suzanne R Bennett

Senior Private Wealth Associate

212.418.2843

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy 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, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we 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.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

A Boutique Level of Attention for An Elite Clientele

As the founder and leader of The Brisbane Group, which she established in 2007, Maria offers a complete wealth management experience – one that presents an elite clientele with unwavering attention and access to the full complement of services from Merrill Lynch.

To serve those who demand an uncompromised measure of service, The Brisbane Group focuses on each client’s most significant priorities and cherished goals for family, business and philanthropy. “Integrity, knowledge, perspective, frequency of contact and transparency” are cornerstones of the team’s philosophy. By way of referrals, relationships now extend to family members and colleagues. Many clients have been with Maria for more than 20 years.

TAILORED PORTFOLIO MANAGEMENT

Unlike most others in her position, Maria Brisbane was trained as a portfolio manager and also holds the designation of Chartered Financial Analyst® (CFA®). She is a former Portfolio Manager and Managing Director at US Trust Corporation, and began her investment career at Brown Brothers Harriman & Company. After completing its Management Training Program, Maria was selected as an institutional portfolio manager – responsible for managing the assets of pension plans, endowments, and not-for-profit organizations.

Today, Maria manages custom-tailored equity portfolios that place emphasis on large-growth stocks – with an effort to enhance performance through small biotechnology and technology companies. She also may include undervalued securities that can hold appeal due to takeover opportunities or restructuring. For some clients, Maria adds a bond portfolio and alternative investments to provide income and diversification. For all clients, Maria’s view is long term. Each custom-built portfolio seeks preservation with appreciation of assets to varying degrees as determined by a client’s personal preferences. An additional lens is used to focus on tax-minimization strategies.

In light of Maria’s investment acumen and reputation, she holds an exclusive position as the private sales referral network designated advisor at Merrill Lynch. Her experience and connections with the firm’s practice solutions group can be especially valuable to physicians and other professionals.


*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Harnessing The Firm's Capabilities

As members of the Private Banking and Investment Group, The Brisbane Group is committed to a highly professional and proactive standard of client care. To do more for fewer people, frequent client discussions are encouraged – especially, to appreciate the evolving complexities in each client’s financial life.

To connect clients with the firm’s global resources in an intimate and discreet manner, The Brisbane Group facilitates meetings with the firm’s extensive network of trust and estate specialists, private bankers and others. To promote a multi-dimensional aspect to each relationship with consistency and clarity, these professionals share the group’s commitment to enhance the wealth and well being of clients and their families.

Let's have a conversation.

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

The Brisbane Group

Private Wealth Advisors