Morgan Stanley

Matthew Buhrt is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' unique life priorities and financial goals. Matthew works closely with individuals, families, and business owners to develop flexible plans that adapt to changing market conditions and leverage the investment insights of Merrill alongside the banking and lending services of Bank of America. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income planning. Matthew utilizes a comprehensive range of services such as financial planning, investment management, tax-efficient growth optimization, education savings, and fiduciary trust services to provide a robust wealth management experience. Matthew holds a Bachelor's Degree from the University of Illinois and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Outside of work, he has personal interests that include basketball, golfing, music, reading, and spending time with his family.

Grant Van Winkle is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial goals and develop personalized investment strategies. He provides advice on a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to banking and lending services through Bank of America. Grant holds a Bachelor's Degree from The Ohio State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and their families to create strategies aligned with their financial objectives.

Juan Carlos Bastida is a Financial Advisor with the GTZ Group at Merrill Lynch Wealth Management. He joined the team in 2019 and serves as a team financial advisor, working with both international and domestic high to ultra-high net worth individuals, their families, and their businesses. Juan Carlos focuses on family wealth management strategies, international wealth management, portfolio management services, individual and corporate investment strategy, and retirement income planning. Juan Carlos earned his bachelor's degree in finance from the University of Arizona, Eller College of Management. He holds the Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He is fluent in both English and Spanish. His approach emphasizes tailoring financial strategies to individual goals and priorities, relying on the combined resources of Merrill Lynch and Bank of America to deliver comprehensive wealth management and banking solutions. Outside of his professional role, Juan Carlos enjoys football, traveling, and spending time with his family.

James Barry is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since July 2000, bringing experience from over a decade in Corporate Finance, Strategic Planning, and Business Development at Merck & Co., Inc. James focuses on assisting clients with long-term financial strategies, including concentrated stock positions, retirement planning, and estate planning. He also manages the investment selection process for his team and clients. James holds a Bachelor's degree in Marketing and Management Information Systems from Boston University and a Master's degree in Finance and Entrepreneurship from Rice University. He holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is actively involved in his community, serving as Treasurer on the Chapin School Board of Trustees, Co-Chair of Rice University 360 since 2017, and Co-Chair of the Rutgers University BIG IDEAS Campaign. James resides in New Hope, Pennsylvania with his wife and enjoys baseball, golf, travel, and spending time with his family.

Ken Secemski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the position of Senior Vice President and provides comprehensive personal financial planning services with a focus on managing assets and liabilities for individuals and businesses. Ken’s practice covers client areas including college education planning, employee benefits planning, personal retirement planning, portfolio management services, and tax minimization strategies. Ken has over 40 years of experience and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Public Accountant (CPA), Certified Divorce Financial Analyst® (CDFA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is a member of various professional organizations such as the American Institute of Certified Public Accountants, The Financial Planning Association, and The Institute for Divorce Financial Analysts. Ken also served as Chairman of the Personal Financial Planning Committee and Chairman of Committee Operations within the New Jersey State Society of CPAs. He earned a Bachelor of Science degree in accounting, graduating cum laude from Fairleigh Dickinson University, and has attended executive business management studies at the Wharton School. Ken was named to the Forbes "Best-in-State Wealth Advisors" list in 2022, 2023, and 2024. Outside of his professional work, Ken participates in community volunteer activities and has personal interests in baseball, basketball, and football.

Matthew Secemski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over a decade of experience in the financial services industry, specializing in executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Matthew is part of The Secemski Group, a multigenerational team that combines over 50 years of experience managing wealth for individuals and businesses. Matthew holds several professional designations, including Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). Prior to joining Merrill, he served as a Financial Planning Director at Morgan Stanley, where he focused on high-net-worth planning and next-generation wealth accumulation strategies. Matthew earned his bachelor's degree from Rutgers University. Outside of his professional work, Matthew enjoys playing chess, spending time with his family, and watching movies.

Yujin Zheng is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving ultra-high-net-worth clients, particularly those with concentrated stock positions resulting from IPO or exit events. She provides tailored financial strategies that address complex wealth management challenges, including concentrated stock positions, IPO planning, generational wealth transfer, tax minimization, and retirement income planning. With a background in statistics from Arizona State University, Yujin applies a disciplined, data-driven approach to financial planning. She holds the Personal Investment Advisor (PIA) designation and is proficient in Chinese, English, and Mandarin. Her expertise encompasses portfolio management, executive compensation, family wealth management, and college education planning. Yujin is committed to understanding each client's unique goals and developing personalized strategies accordingly. She integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address diverse financial needs. Outside of her professional role, Yujin enjoys hiking, music, traveling, and yoga.