Evelo Group 2018

The Evelo/Singer/Sullivan Group

Private Wealth Advisors
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Your wealth is about more than investments. It’s about your life, your business and your family legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Joseph H. Evelo

Joseph H. Evelo

Managing Director

Private Wealth Relationship Manager

513.579.3888
David L. Singer

David L. Singer,

Managing Director

Private Wealth Advisor

513.579.3888
Linnell R. Sullivan

Linnell R. Sullivan

Managing Director

Senior Financial Advisor

513.579.3890
Kevin M. Bruegge

Kevin M. Bruegge

Managing Director

Private Wealth Advisor

513.579.3897
Jamie C. Morgan

Jamie C. Morgan,

Senior Vice President

Wealth Management Advisor

513.579.3883
Thomas E. Hurley

Thomas E. Hurley,

Vice President

Wealth Management Advisor

513.579.3892
Braden J. Martini

Braden J. Martini,

Vice President

Financial Advisor

513.579.3893
Steven M. Claar

Steven M. Claar,

Assistant Vice President

Private Wealth Analyst Investments

513.579.3881
Allison N. Doll

Allison N. Doll,

Assistant Vice President

Private Wealth Relationship Manager

513.579.3898
Katherine E. Anderson

Katherine E. Anderson,

Private Wealth Analyst Investments

513.579.3886
Virginia J. Anderson

Virginia J. Anderson,

Private Wealth Relationship Manager

513.562.2083
Amanda K. Bentley Fessler

Amanda K. Bentley Fessler,

Private Wealth Relationship Manager

513.579.3882
Kristin T. Biedenharn

Kristin T. Biedenharn,

Private Wealth Analyst Investments

513.579.3880
Cynthia W. Campbell

Cynthia W. Campbell

Senior Private Wealth Associate

513.579.3895
Amy A. Commins

Amy A. Commins

Senior Private Wealth Associate

513.579.3896
Matthew B. Dodds

Matthew B. Dodds

Vice President

Financial Advisor

513.562.2084
Richard W. Hidy

Richard W. Hidy,

Private Wealth Analyst Investments

513.562.2080
Brent E. Kassner

Brent E. Kassner,

Private Wealth Relationship Manager

513.579.3884
Mary Beth LaFountain

Mary Beth LaFountain

Client Associate

513.579.3817
Anne M. Niemeyer

Anne M. Niemeyer

Registered Private Wealth Associate

513.579.3894
Margaret P. Orlov

Margaret P. Orlov,

Senior Private Wealth Associate

513.579.3818
Paul R. Vonluehrte

Paul R. Vonluehrte,

Private Wealth Analyst Investments

513.562.2114

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, 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 Private Wealth Management 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 it and 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 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 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 customized goals-based financial 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.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your wealth and compensation require. We can help you manage the risk of your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family – designed to enable you to live life as you want it, with reliable access to cash – we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Intergenerational Family Wealth

Managing your family’s wealth across multiple generations goes beyond protecting and preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Private Wealth Management helps a select group of families with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create strategies that reflect your family’s intentions and help ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth enables us to see and share best practices to help you achieve them.

Family Office Solutions

You can rely on our team to manage your financial life, so you have time to pursue a lifestyle that befits your true passions.  With 22 professionals, we work closely with you to develop customized financial strategies designed to manage risk in the present, address personal goals throughout life, and preserve wealth for future generations.  

As part of a cohesive wealth strategy plan, we will collaborate with your trusted tax and legal advisors to help ensure all advice and guidance complements your short- and long-term wealth goals. 

Our team’s scope and scale enable us to offer you a broad spectrum of sophisticated strategies and services demanded by the complexitities of substantial wealth: 

  • Net worth analysis and wealth allocation framework
  • Asset management with cash flow budgeting
  • Predictive modeling to match assets to well-defined objectives
  • Concentrated position strategies (e.g. stock options, restricted stock, private ownership)
  • Tax-minimization strategies
  • Trust and estate planning services
  • Intergenerational wealth transfer strategies
  • Philanthropic and charitable giving
  • Family wealth dynamics and governance

Awards & Rankings

Many of our clients have worked with us for decades because we understand the nuanced requirements and the inherent complexity that exceptional wealth can involve.  

We hold an unwavering belief that only when we offer exceptional advice and service to our clients can our own success follow. Forbes, The Financial TimesBarron's and On Wall Street have repeatedly recognized our team with national accolades, which underscores our commitment to deliver the best advice and counsel to you and your family.  Highlights include:

  • In 2019, Barron’s recognized the industrywide movement to teams and published its first-ever ranking of wealth advisory teams that focus on serving affluent families.  Barron’s ranked The Evelo/Singer/Sullivan Group the No. 3 Private Wealth Advisory Team in America. 

  • Three of the team’s principals, David, Joe and Linnell, who have worked together for more than a quarter century, each hold the distinction of being named to Barron’s list of “America's Top 100 Financial Advisors." (2009 - 2019)

  • On July 4, 2015, Barron’s profiled our Group in the article, "Three Top Advisor Teams Win for Their Clients." This article is a direct reflection of the depth of knowledge, dedication and service level each team member contributes to move client families toward their personal wealth objectives and aspirations.
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Source: Joe Evelo named to Barron's "Top 100 Financial Advisors" list, 2008 - 2010 in his previos role.  David Singer named to Barron's "Top 100 Financial Advisors" list, 2017 - 2019.  Linnell Sullivan  named to Barron's "Top 100 Women Financial Advisors" list, 2012, 2016 - 2019.  

Source: Barron's "Top 100 Financial Advisors" list, April 20, 2019. For more information about the selection criteria, go to http://details-he.re/nRnrmS. Barron's "Top 100 Women Financial Advisors" list, June 11, 2018. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

Source:  Barron's "Top 50 Private Wealth Advisory Teams" list, April 20, 2019. This first-ever ranking of wealth advisory teams that specialize in serving individuals and families was published with the Barron's "Top 100 Financial Advisors" 2019 list. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. Advisors considered for the "Top 50 Private Wealth Advisory Teams" list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. 

The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Such rankings should not be construed as an endorsement of the advisor.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial wealth, Merrill Private Wealth Management 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 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 we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The Evelo/Singer/Sullivan Group