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.
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Steve Nagel joined Merrill Lynch Wealth Management in 1996. Over the course of his career, Steve has worked on wealth management strategies that serve as a compass in helping high net-worth families to pursue their financial goals while also simplifying their complexities of wealth. He is a Managing Director, Private Wealth Manager and has earned the Chartered Retirement Planning Counselor™ designation.* Steve has received national recognition and has earned a number of distinguished accolades as a leading Financial Advisor. Steve was named to Forbes Best-in-State Wealth Advisors from 2018 - 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). Financial Times Top 400 Financial Advisors in 2016 and 2018 (Published annually Mar – April. Rankings based on data as of June 30 of prior year) and Barron's Top 1,200 Financial Advisors from 2016 - 2023 (Published annually in Feb-March. Rankings based on data as of September 30 of prior year).*
He has served as a coach in Merrill's Practice Management Development Program and on the national faculty of Merrill's Optimal Practice Model training platform on topics of behavioral finance and building a high-level client focus team. Steve also received the Bank of America Corporation's David Brady Community Service Award in 2013.* The award recognizes employees who exhibit high standards of excellence and outstanding dedication to clients and community service. He and his wife have raised over $1.5 million dollars which has been donated to the fight against cancer. Steve and his wife, Lee, live in Plano with their two children, Sara and Andrew.
*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year. The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times 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 adviser. All rights reserved.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Tom has over 20 years of industry experience and has been with Merrill Lynch Wealth Management for 13 years. He was named to Forbes "Best-in-State Wealth Advisors 2019 - 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year), and holds the Certified Private Wealth Advisor® (CPWA®) designation obtained through the Investments & Wealth Institute™ (The Institute) at the University of Chicago Booth School of Business. He also holds the Certified Exit Planning Advisor (CEPA) designation that allows him to help business owners throughout the process of preparing and selling their company. His experience in identifying opportunities and assessing risk for both corporate executives and business owners has been essential to the development of sophisticated and innovative strategies in today's marketplace. Tom focuses on wealth management planning, single stock risk management, non-traditional investments, liability planning, business succession planning, as well as other complex strategies for high net worth families and business owners. Tom earned his BA from Lamar University with an emphasis in Finance. He received All-Academic honors as well as other distinguished baseball awards while playing Division I baseball. Tom and his wife, Ashley, have twin daughters and are active in Frisco with Preston Trail Community Church, Casa Hogar Orphanage and Clothe a Child.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Brandon began his career in the Financial Services industry in 2005 after retiring from the professional baseball world. Brandon brings a unique perspective to our team having lived internationally and having sold multiple businesses while also earning a World Series Championship as a member of the 2018 Boston Red Sox Scouting department. Brandon has worked with high net worth individuals on areas such as wealth and estate planning strategies as well as exiting closely held businesses. Originally from the Annapolis, Maryland area he graduated with a degree in Communication from The University of Maryland and currently lives in Frisco, TX. with his wife Corie and their three children. Drew(22) currently serves in the USMC, Aiden(14) enjoys kickboxing and Mattison(8) loves dance and cheerleading. Brandon is active in his church and has a heart for working with kids as well as local and international mission work.
Kim has been with Merrill Lynch Wealth Management since 1982. She has extensive experience in servicing wealthy families and focuses on investment information, client service needs and monthly reporting. Kim has earned a ranking in the Service Quality Top 100 Wealth Management Client Associate award, out of 6,500+ candidates, for best in client service in the Firm 2010 through 2020. Kim lives in Garland, is active in her church and has a passion for gardening and baking. Kim has two daughters, Kaitlyn and son-in-law Myke and Jessica, along with son-in-law Adam and grandson Colton.
*The Top 100 Wealth Management Client Associates (WMCAs) Merrill internal Service Quality award is an annual program ranking FINRA-registered WMCA’s for overall client satisfaction, breadth of relationships, online delivery services and good standing with the firm.
Karen has been with Merrill Lynch Wealth Management since 1994. Karen focuses on opening, servicing and maintaining accounts, targeting special needs situations and tracks performance. Karen has extensive experience in servicing wealthy families and also received the Service Excellence Award for her commitment to clients and was only one out of four who received this distinguished award out of 76 potential Client Associates. Karen also earned a ranking in the Top 100, out of 6,500+ candidates, for best in client service in the firm in 2010 through 2020. She has a Business degree in Management from The University of Texas at Arlington. Karen enjoys the great outdoors and loves to travel.
*The Top 100 Wealth Management Client Associates (WMCAs) Merrill internal Service Quality award is an annual program ranking FINRA-registered WMCA’s for overall client satisfaction, breadth of relationships, online delivery services and good standing with the firm.
Zule has been with Merrill Lynch Wealth Management since 2000. Her focus and passion throughout her career has been to provide truly outstanding service to clients in the many aspects of their experience with the firm. She assists clients with everything such as opening accounts, consolidating account transfers, fed wires, online access and app navigation. Zule also earned a ranking in the Top 100 Wealth Management Client Associates, out of 6,500+ candidates, for best in client service in the firm in 2018 and 2020. Zule has received the Bank of America Corporation's David Brady Community Service Award. David Brady lost his life on Sept. 11th and Merrill gives this special award acknowledging a few employees each year who continually enhance the lives of their colleagues, clients and communities in which they serve. In her spare time, she likes to do volunteer work with various charities. Zule lives in Carrollton with her son Raymond.
*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos.
*The Top 100 Wealth Management Client Associates (WMCAs) Merrill internal Service Quality award is an annual program ranking FINRA-registered WMCA’s for overall client satisfaction, breadth of relationships, online delivery services and good standing with the firm.
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.
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.
Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
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.
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