The Grala Kingshott Group

Private Wealth Advisors
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The Grala Kingshott Group provides comprehensive wealth management strategies to its clients, and acts as a conduit to the rest of the broader Bank of America platform including business banking, commercial banking, and investment banking services. By helping define objectives and streamline decision making, the Grala Kingshott Group’s mission is to allow our clients to sleep well at night knowing their financial lives are in order.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.


Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Nic Grala

Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*

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

Team founders Nic Grala and Jason Kingshott have spent their entire careers addressing the needs of ultra-high-net-worth clients. They are intimately attuned to the needs of the clients they serve.

An incomplete list of services they provide include the following:

  • Tax and fee-sensitive investment management, including both public and private offerings.
  • Customized portfolio design, including building around concentrated positions.
  • Wealth-transfer strategies that align a family’s interests and intentions with evolving tax legislation.
  • Next-generation stewardship initiatives that are designed to promote the continuity of family wealth and facilitate positive family dynamics.
  • Collaborating with external tax and legal advisors, as well as in-house specialists, to ensure a consistent and holistic approach to each client’s financial picture.


The team believes humility and integrity underpins every aspect of the work they do with their clients. These values are deeply embedded in daily decision making, their collective work ethic, and service model.

Nic and Jason hold the team to high standards so that clients can rely on consistency and diligence, not for a single generation, but for decades to come.

Their values:

  • Transparency in approach
  • Speed and precision in execution
  • Loyalty to client aspirations
  • Relentlessness in problem solving
  • Thoroughness in safeguarding client privacy

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 means, 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 an approach designed to support your family members for the years to come.

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.

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 financial 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.