The MayerBrodnik Group

Private Wealth Advisors
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We provide highly customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy 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 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.

Michelle M. Mayer

Michelle M. Mayer

Managing Director

Private Wealth Manager

239.649.2971
Michael  Brodnik

Michael Brodnik

Senior Vice President

Private Wealth Manager

202.659.7328
Chelsea M Botta

Chelsea M Botta

First Vice President

Private Wealth Manager

617.946.8085
Robert  Frank

Robert Frank

Vice President

Private Wealth Relationship Manager

212.680.5973
Reveca  Chavez

Reveca Chavez

Private Wealth Associate

202.659.6069
Cariana  Chambers

Cariana Chambers

Private Wealth Associate

202.659.7431

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

The MayerBrodnik Group

We are a highly experienced wealth management team that works with a select group of ultra-affluent families nationwide, designing and implementing integrated wealth strategies to pursue success as they define it. We care deeply about the clients we serve, catering to their needs with a commitment, dedication, and precision that attest to our deep-seated interest in their lives and long-term well-being.



We typically work with wealth creators: entrepreneurs, business owners, and their family members. We’re privileged to advise a dynamic and active clientele, many of whom anticipate or have undergone liquidity events. We savor our ability to help families discern and address the many issues and decisions that can accompany significant wealth, serving them with an intimacy, attentiveness, and discretion that underscore our principles as a team.

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.

Designed to Be Different

We built our team from the ground up to align with the needs of accomplished families. As members of the Private Banking and Investment Group at Merrill Lynch, we don’t dabble in the needs of ultra-high-net-worth families; we exclusively work with a limited number of clients who demand the refined skills, mature judgment, and in-depth knowledge that we bring. We formed our team to remedy a critical shortcoming. Too often, there exists a gap between strategy and execution. Affluent families may have excellent frameworks to build and transfer wealth, but little follow-through. Or they may pursue a multitude of initiatives, but fail to knit them together with coordination and deliberation. We seek to bridge and bolster both spheres: strategy and implementation, forethought and follow through.

Focused on Client Outcomes

Our leaders, Michelle Mayer and Michael Brodnik, have spent their careers navigating the issues and opportunities that significant wealth entails. Their direct experience and practical insight intensify our value, helping clients capitalize on efficiencies, avoid pitfalls, and chart their paths forward. Our investment team, led by Robert Frank, applies their analytical talents and broad investment acumen to design customized portfolios that reflect the individuality of each client’s circumstances, timelines, and objectives. Our associates, Reveca Chavez and Cariana Chambers, lead our service model, providing the reliable, warm, and responsive assistance that is the foundation of our approach.

Understanding the Many Contexts of Wealth

The families we serve recognize that true wealth extends well beyond investment reports and financial statements. Our team advances a holistic approach to wealth that is broad in its vision and highly personal in its delivery. We seek to help families build their own value propositions around their wealth, integrating the factors that matter to them and the people they care about: time, health, opportunity, faith, family, and philanthropy. We are deeply committed to helping families translate their wealth into actions and decisions that advance their goals, align with their values, and propel their success.



We are a single source for distinctive needs:



  • Customized investment management
  • Trust and estate planning services
  • Liquidity event strategies: before, during, and after transitions
  • Access to complex lending through Bank of America, N.A.
  • Charitable giving and family foundations
  • Next-generation education and engagement

  • A Collaborative Mindset

    Our team recognizes that sophisticated clients require a range of resources. We espouse a cooperative approach, integrating the efforts of a clients’ external tax and legal advisors, as appropriate. Our team’s background in trust and estate planning services, tax-sensitive investment and wealth transfer initiatives, and law enhance our ability to engage effectively with a client’s wider team, facilitating robust communication and careful execution.*



    As trusted advisors, we value transparency and clarity, offering a detailed process designed to preserve, grow, and transfer wealth effectively. We savor the opportunity to interact with clients frequently, both formally and informally. Above all, we relish our ability to demonstrate our client focus; we are driven to exceed expectations.



    We invite families who have complex wealth management needs to discuss their goals relative to our capabilities in more detail.

    Women

    As a woman of wealth, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges—for example, planning for the statistical probability of outliving a spouse—managing your wealth means avoiding preconceived assumptions while gaining a full understanding of who you are as investor and what you’re trying to achieve for your career, your family and your legacy. Merrill Lynch’s Private Banking and Investment Group works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We look to get to know our clients on a personal level so we can offer private, boutique-like services and the resources of a global firm to create strategies specifically for their life and needs.

    Nonprofit organizations

    Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Lynch’s Private Banking and Investment Group, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.

    LGBT

    While the federal government’s landmark marriage ruling has eliminated many inequalities, same-sex couples and LGBT individuals still face financial challenges that require specific guidance and support—challenges that become more complex as income and wealth increase. Merrill Lynch’s Private Banking and Investment Group has experience with and is sensitive to the unique needs of LGBT clients and their families. As you think about your present and future goals, such as financial guidance for a business you run or establishing a legacy for those you love, we can work with you to help you implement strategies designed to 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 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.

    Foundations and Endowments

    An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The portfolios we construct are carefully designed to promote stability, efficiency and growth, and to perform effectively under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

    Family Offices

    As private wealth advisors with Merrill Lynch’s Private Banking and Investment Group, we work with some of the most prominent families to help them manage the ongoing complexities of their wealth. Our deep experience with family offices enables us to tailor a range of services to meet your specific needs. We can provide access to solutions ranging from investment and wealth management to governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.

    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 MayerBrodnik Group