Weese Harris Group

Private Wealth Advisors

Weese Harris Group

Private Wealth Advisors
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Our goal is for you and future generations to enjoy your wealth without worry. Achieving that end begins with distinguished advisory capabilities, which are essential elements – indeed, prerequisites – for the work we do.

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.

Jason  Weese

Jason Weese

Managing Director

Private Wealth Advisor

Mark  Harris

Mark Harris

Managing Director

Private Wealth Advisor

Ramy  Awad

Ramy Awad

Investment Associate

Kristoffer  Marshall

Kristoffer Marshall

Vice President

Senior Financial Advisor

Naomi  Kim

Naomi Kim

Investment Associate

Dustin  Urlacher

Dustin Urlacher

Registered Private Wealth Associate

Maria  Kim

Maria Kim

Private Wealth Associate


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.


We believe that the best financial strategy 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 on to future generations? With access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.

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 Wealth Management Approach

Our disciplined, goals-based wealth management approach is designed to help you pursue your goals through an understanding of what matters most to you. Success is measured by the progress you make toward reaching your most meaningful goals. Investment strategies are tailored to meet the broad spectrum of your short- and long-term goals. We bring you opportunities for building, preserving, transferring and enjoying your wealth.  As a customized strategy takes shape, our access to sophisticated resources and tailored investment opportunities may help make sure your wealth is used to its full potential.

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