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MCKINNEY CRAIG RANCH

Merrill Lynch Wealth Management Branch Office

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Community 

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

 

Branch Office Profile

The PSO Group

Wealth Management Advisory Team

Sherry E Craig,

CPFA, 

CFP, 

CRPC

Wealth Management Advisor

Brian Sieling,

CRPC

First Vice President

Senior Financial Advisor

Daniel Bruns,

CIMA, 

AAMS, 

CDFA

Assistant Vice President

Senior Financial Advisor

Carol A Turnage

Senior Vice President

Senior Consultant

Wayne Bruns

Vice President

Senior Financial Advisor

Rick Shamblin,

CPFA, 

CRPC

Vice President

Wealth Management Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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