The Evelo/Singer/Sullivan Group

Private Wealth Advisors

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 sophisticated strategies for your financial life.

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.

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

Assistant Vice President

Wealth Management Advisor

513.579.3892
Braden J. Martini

Braden J. Martini

Assistant Vice President

Financial Advisor

513.579.3893
Steven M. Claar

Steven M. Claar

Assistant Vice President

Private Wealth Analyst Investments

513.579.3881
Virginia J. Anderson

Virginia J. Anderson

Private Wealth Analyst Relationship Management

513.562.2083
Amanda K. Bentley Fessler

Amanda K. Bentley Fessler

Registered Private Wealth Associate

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

Financial Advisor

513.562.2084
Allison N. Doll

Allison N. Doll

Private Wealth Relationship Manager

513.579.3898
Richard W. Hidy

Richard W. Hidy

Analyst

513.562.2080
Brent E. Kassner

Brent E. Kassner

Private Wealth Analyst Relationship Management

513.579.3884
Mary Beth LaFountain

Mary Beth LaFountain

Client Associate

513.579.3817
Katherine E. Lutes

Katherine E. Lutes

Private Wealth Analyst Investments

513.579.3886
Anne M. Niemeyer

Anne M. Niemeyer

Registered Private Wealth Associate

513.579.3894
Margaret P. Orlov

Margaret P. Orlov

Registered Private Wealth Associate

513.579.3818
Paul R. Vonluehrte

Paul R. Vonluehrte

Analyst

513.562.2114

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.

Our Team

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

Professional Athletes

As a professional athlete, you understand the significant rewards that sports can provide, the grit and determination that allow you to succeed in a challenging environment, and the unique financial needs that come with wealth. Merrill Lynch’s Private Banking and Investment Group works with a select group of current and former professional athletes as they pursue their financial and legacy goals. We are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer strategies designed to simplify the complexities of your financial life. This includes access to trust and estate planning services from Bank of America and, through Merrill Lynch, strategies for the operation of a business, and education of family members to help bring your legacy vision to 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 Lynch’s Private Banking and Investment Group can help entrepreneurs and business owners balance their personal lives with their life’s work. We are dedicated in providing the experience and resources to support your ongoing success.

Intergenerational Family Wealth

Managing your family’s wealth across multiple generations goes beyond protecting and preserving assets, minimizing taxes and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Lynch’s Private Banking and Investment Group 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 that 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.

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.

Award Winning Service

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 Times, Barron'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.

  • 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 - 2018)

  •  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.  David Singer named to Barron's "Top 100 Financial Advisors" list, 2017 - 2018.  Linnell Sullivan  named to Barron's "Top 100 Women Financial Advisors" list, 2012, 2016, 2017.  For more information about the selection criteria, go to http://details-he.re/M6jwj7. 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.

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 Evelo/Singer/Sullivan Group