PROFESSIONAL PROFILE

David R. Stack, CAIA: First Vice President & Wealth Management Advisor

Dave has earned the Chartered Alternative Investment Analyst designation and has worked as a Financial Advisor since 1988. He currently heads our teams syndicate operations, which include Initial Public Offerings and Secondary Offerings, as well as other Investment Banking opportunities. Dave also serves as a liaison between our high net worth clients and Merrill Lynch’s alternative investments. Dave has extensive experience in designing financial strategies that focus on risk management and tax efficiency.


David B. Miller, CFP®: First Vice President & Wealth Management Advisor

Dave has earned the Certified Financial Planner designation and joined the financial services industry in 1989. His focus is in the area of Independent Professional Money Management. To this end, Dave works with many professional athletes and entertainers, as well as corporate executives to design financial strategies with particular emphasis paid to risk and tax planning issues.


Michael M. Stack, CFP®: Vice President & Wealth Management Advisor

Mike has earned the Certified Financial Planner designation and has been a financial advisor since 1999. He specializes in developing investments solutions for clients, including asset allocation strategies. He also works on designing retirement and financial strategies for our clients that allow them to confidently achieve their goals while avoiding unnecessary risk investment. In addition, he works with our high-net-worth corporate clients to develop tax sensitive employee stock option strategies.

Matthew C. Bleach: Vice President & Wealth Management Advisor

Matt has been in the financial services industry for over 15 years. He spent the first eight years of his career as a certified public accountant with a national firm. Matt has extensive experience helping clients to accumulate wealth, plan for retirement, and ultimately transfer wealth to future generations in a tax efficient manner. He concentrates in designing financial strategies that include retirement projections, asset allocation, portfolio risk analysis and educational savings opportunities.


Michael V. O'Connell, CRPC®: Financial Advisor

Michael is a Chartered Retirement Planning Counselor and has worked as a Financial Advisor since 2003. As a member of the SMB group, Michael develops financial strategies and wealth management solutions for affluent individuals and corporate retirement plans with a focus on asset allocation and risk management. In addition, he is prominently involved in our new client acquisition efforts.


Benjamin Staines: Financial Advisor

Benjamin joined Merrill Lynch in 2008. Currently his focus is in on our client acquisition. Benjamin also develops wealth management solutions for qualified individuals and businesses.


Kate Boldt: Registered Senior Client Associate

Kate has been in the financial services industry since 2001. She started with Merrill Lynch in 2006, and she has her Series 7 and Series 66 licenses. Within the SMB Group, Kate focuses her responsibilites on our client service and administrative operations.