Weese Harris Group

Private Wealth Advisors

Weese Harris Group

Private Wealth Advisors
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The Weese Harris Group delivers the intimacy of a boutique with the vast resources of a global institution.  We combine the understanding of complex financial needs with privileged access to sophisticated strategies typically reserved for large institutional investors.   Substantial wealth is different.  It deserves substantially different care.

Meet the Team

Your team includes private wealth advisors with Merrill Lynch’s Private Banking and Investment Group as well as Financial Advisors from Merrill Lynch Wealth Management.  Together, they work to meet the specialized needs of individuals and families of wealth and to build relationships based on trust and personalized service.  Read more about our team.

Jason  Weese

Jason Weese,

Managing Director

Private Wealth Advisor

425.990.2212
Mark  Harris

Mark Harris

Managing Director

Private Wealth Advisor

425.990.2211
Jack  Hanover

Jack Hanover

Senior Vice President

Senior Financial Advisor

425.462.8139
Kristoffer  Marshall

Kristoffer Marshall

Vice President

Analyst - Business Mgt

425.990.2209
Ramy  Awad

Ramy Awad

Private Wealth Relationship Manager

425.990.2210
Colby  Hanover

Colby Hanover

Vice President

Senior Financial Advisor

425.462.8140
Corey Lewis

Corey Lewis

First Vice President

Wealth Management Advisor

480.624.0495
Ryan  Griffin

Ryan Griffin

Financial Advisor

480.418.7439
Naomi  Kim

Naomi Kim

Private Wealth Analyst Relationship Management

425.990.2208
Dustin  Urlacher

Dustin Urlacher,

Registered Private Wealth Associate

425.990.2207
Maria  Kim

Maria Kim

Private Wealth Associate

425.990.2206
Aaron Marshall

Aaron Marshall

Officer

Client Associate

425.462.8178

Additional Resources

Clint A Eddy

Clint A Eddy

Trust Specialist

Craig Rowen

Craig Rowen

Wealth Management Lending Officer NMLS # 40336

Bill Grey

Bill Grey

Structured Credit Specialist

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 Core Values

We are defined by our values and by our commitment to complete objectivity and transparency in all areas of our investment advice. We are client centric. Our clients expect and deserve to receive guidance based upon objective, leading-edge and professional advice. We demonstrate integrity. We are committed to the highest standards of ethical behavior. We believe in collaboration. We are academically inquisitive thinkers and share our intellectual capital with our colleagues and clients. We are innovative. Our goal is to provide state-of-the-art strategies for our clients. Our services are transparent. We strive for complete transparency in the delivery of investment advice. We possess the academic knowledge and intellectual talent that enables us to draw on the analytical research of our firm so that we can develop customized strategies for each client.

Our Commitment

In today’s changing world, significant wealth requires sophisticated, highly customized strategies. For our most elite clients, Merrill Lynch offers the Private Banking and Investment Group to help manage the complexities of substantial wealth. We take the time to understand what matters most to you and are distinctly qualified to serve your particular needs and those of your family and businesses. Our deep investment knowledge enables us to offer tailored strategies, advice and guidance typically reserved for large institutions. You also have access to the extensive banking capabilities of Bank of America. The result is designed to be both powerful and personal, a singular experience dedicated to building a lasting relationship.

Delivering a Boutique Experience

Specialized services and investment strategies for clients with at least $10MM in investable assets. Dedicated 1:1 relationships with highly experienced Private Wealth Advisors skilled in working with wealthy clients, their families and businesses to help them pursue their complex wealth goals. Access to global specialists, analysts and sophisticated services designed to cater to a wide variety of financial needs. Exclusive access to the investment insights of Merrill Lynch normally reserved for major institutions. Breadth and strength of banking resources from a global financial leader – Bank of America. Our consultative approach means we seek to understand your vision, your preferences and your unique circumstances before we formulate the wealth strategy that best aligns with your needs.

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.

Weese Harris Group