Cynthia Laub

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Wichita, KS 67226

Credentials

Series 63, Series 65

Industry experience

32 years

About

Cynthia Laub is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1993, beginning her career immediately after graduating with a degree in Business Administration, emphasizing Economics and Marketing, from Phillips University. Her professional focus is on wealth management consulting, particularly in designing portfolios for high-net-worth clients and assisting families with retirement planning challenges. This includes healthcare planning, estate planning services, education, and asset allocation.

Cynthia has earned several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She works closely with both retirement plan sponsors and participants, aiming to support clients not only to retirement but through retirement. Her expertise encompasses divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and retirement income.

Her career achievements include multiple recognitions by Forbes, such as being named to the "Best-In-State Wealth Advisors" list for seven consecutive years and to the "America's Top Women Wealth Advisors Best-In-State" list for four consecutive years. Additionally, she was included in the Working Mother/SHOOK Research Top Wealth Advisor Moms list in 2021. Outside of her professional work, Cynthia enjoys basketball, boating, cooking, gardening, golfing, interior decorating, music, singing, spending time with her family, and watching movies.

Expertise

Wealth management General retirement planning Retirement income strategy Medicare planning General estate planning guidance

Demographic focus

Women Professionals

Work history

Bank Of America,Na

2009 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Erica N

Series 66

Wichita, KS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner Women Professionals

Brandon H

Series 66

Wichita, KS

Merrill

Brandon Haag is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon earned his high school diploma from Wichita Southeast and a bachelor's degree from the University of Kansas. Brandon specializes in helping clients build comprehensive wealth management strategies tailored to their individual needs. His expertise includes divorce transition planning, family wealth management, retirement income and planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. As a qualified portfolio manager, he offers personalized investment strategies that may incorporate individual securities, Merrill Lynch model portfolios, and third-party strategies, and he provides discretionary management through the firm’s Investment Advisory Program. Brandon is committed to transparent communication and uses a disciplined process to support clients’ current lifestyles, retirement goals, and legacy planning. In addition to his professional work, Brandon is actively involved in his community. He serves on the Board of Directors for CASA of Sedgwick County, supporting children in finding safe and permanent homes. Outside of work, he enjoys golfing, hiking, running marathons, skiing, traveling, and spending time with his wife and two daughters.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Tax-loss harvesting

Robert M

Series 63, Series 65

Wichita, KS

Merrill

Robert Moore is a Senior Resident Director with Merrill, where he works closely with individuals and businesses to help them define and pursue their financial goals. He assists clients with college education planning, family wealth management, legacy planning, retirement income strategies, and other aspects of personalized wealth management. Bob began his career in the financial services industry with Merrill Lynch Wealth Management in 1983. He holds a bachelor's degree from Emporia State University and has earned several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of the Financial Planning Association. In addition to his professional activities, Robert is involved in community service as a board member of the Dominican Sisters of Peace and the Sedgwick County Historical Society. He enjoys basketball, biking, and spending time with his family.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy

Shane E

Series 66

Wichita, KS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics

Taylor G

Series 66

Wichita, KS

Merrill

Taylor Gilmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Taylor also provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans. Taylor holds a Bachelor's Degree from Wichita State University, where he was a member of the baseball team. He carries the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His client focus includes college education planning, divorce transition planning, executive and equity compensation, family wealth management, services for endowments and non-profits, managing new wealth, sports and entertainment, and retirement income strategies. He is actively involved in community organizations including Knights of Columbus, March of Dimes, National Multiple Sclerosis Society, and St. Catherine of Siena Men's Club. Taylor’s personal interests include baseball, basketball, cooking, football, golfing, traveling, and watching movies.

Concentrated stock management Liquidity event planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.) Executive

Chad P

Series 63, Series 66

Wichita, KS

Edward Jones

Retirement income strategy General retirement planning Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")