Jesse Carlucci

Stephen Taylor Grimes serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2005, he has focused on delivering comprehensive wealth management strategies tailored to meet his clients’ individual goals. His approach emphasizes listening carefully to clients in order to provide personalized financial advice and solutions aligned with their long-term objectives. Stephen’s expertise encompasses portfolio management services, corporate and employee benefits planning, family wealth management strategies, tax minimization, retirement income planning, and strategies for endowments, foundations, and non-profits. He also assists clients in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or business sales. Stephen works collaboratively with clients’ attorneys, accountants, and other advisors, and provides access to Bank of America Private Bank and commercial banking services to support comprehensive financial and legacy planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned his High School Diploma from Edmond North. Beyond his professional responsibilities, he participates in community organizations such as the Edmond Fine Arts Institute, Caviit Kids Foundation, Oak Tree Mens Golf Association, and Oklahoma Children’s Hospital, reflecting a commitment to service in the communities he serves.

Carter Baumert is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in February 2004. Over his career, Carter has focused on serving Ultra High Net Worth families, business owners, and institutional clients, particularly in qualified plan spaces. His expertise encompasses divorce transition planning, family wealth management strategies, philanthropic planning, legacy planning, investment consulting, portfolio management, and services for endowments, foundations, non-profits, defined benefit, and defined contribution plans. Carter's approach to wealth management emphasizes understanding clients' financial situations and goals to provide tailored, efficient, and effective solutions. He addresses all aspects of client financial needs, including lending, qualified retirement plans, portfolio guidance, and advising on private business sales or capital raising. He holds several professional designations including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Carter earned a Bachelor's Degree in Economics from Oklahoma City University, where he also played collegiate golf. In addition to his professional responsibilities, Carter serves on the boards of the Latino Community Development Agency and the Meinders School of Business Advisory Board at Oklahoma City University. He is also involved with the Oklahoma Make-A-Wish Foundation finance committee and participates in philanthropic activities such as Walk for Alzheimer's and Habitat for Humanity. Carter resides in Edmond, Oklahoma with his wife Cara and their three children, Garrett, Mackenzie, and Lauren. His personal interests include golfing, music, running, family time, and traveling.

François-Xavier Chenhalls-Walker is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as a Financial Advisor at Merrill Lynch from 2018 to 2023. In his role, he focuses on developing personalized financial plans tailored to the unique goals and needs of each client. François-Xavier emphasizes understanding clients' financial situations, goals, and risk tolerance to provide appropriate guidance. His professional experience spans several years in financial advisory roles where he has supported clients in managing their financial journeys. Outside of his professional work, François-Xavier engages in hiking, photography, and skiing.