Merrill lynch

Heisel-Prunier Group

Private Wealth Advisors
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

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.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

Jean Y. Kim

Wealth Strategist

Merrill

Rodney Shadman

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1103841

Recognition

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.

Danielle M Prunier

Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021, and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2018, 2019, 2020, and 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2018, 2019, 2020, and 2021
Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.

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 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, and help you 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 Merrill 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.

Investments

We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.

Capabilities That Are Broad and Deep

We can act as a gateway to the deep resources of Merrill Lynch Wealth Management, a worldwide leader in wealth management and investments, and Bank of America, a global banking company. There is tangible value in having a relationship with an advisor who can leverage the investment insights of Merrill and the banking convenience of Bank of America to your benefit.

Some examples of resources we can access to support you and your circle of advisors:

  • Retirement analytical tools, including Wealth Outlook®
  • Client Review Center—detailed and timely diagnostic reports
  • Insurance quotations from licensed providers
  • Professionally managed investments in all asset classes

Additionally, we can provide access to Bank of America's services:

  • Home loan rate quotes and terms from Bank of America, N.A
  • Expansive trust capabilities through Bank of America Private Bank
  • Convenient personal banking arrangements through Bank of America, N.A., and its full spectrum of transactional, credit card and deposit products

 

*Banking products such as checking accounts and certificates of deposit are FDIC insured to the maximum allowed by law and are offered through Bank of America, N.A., Member FDIC.

*Merrill Life Agency's California License Number 0522776

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

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.