Next-Gen · rank 93 · Kansas City, Missouri · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Lynch Wealth Management (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED"” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of B” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "1/1/2013"” — sec_finra_regulatory
- Team name — The Teahan Group (high)
- “The Teahan Group offers targeted financial advice, knowledgeable investment guidance and integrated wealth management services to affluent individuals, families and small businesses.” — firm_official
- Team size — 6 (high)
- “Meet Our Team Conner Teahan , CPFA®, CPWA® Managing Director , Wealth Management Advisor 816.932.9746 ... Chris Teahan , CRPC™ Financial Advisor ... Karen M Kieff , CRPC™ Officer , Registered Senior Wealth Management Cli” — firm_official
- CRD — 6131734 (high)
- “"individualId": 6131734, "firstName": "CONNER", "lastName": "TEAHAN", "otherNames": [], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 13 (high)
- “"daysInIndustryCalculatedDateIAPD": "12/31/2012"” — sec_finra_regulatory
- Designations — CPWA, other:CPFA (high)
- “Conner Teahan , CPFA®, CPWA® Managing Director , Wealth Management Advisor” — firm_official
Book of business
- Team AUM ($M) — 1500 (high)
- “$1.5B (Team Assets, Custodied)” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “$500K for new business” — forbes_shook
- Typical client net worth ($M) — 30 (medium)
- “Typical Net Worth of Relationships: $1-30M” — forbes_shook
- Client niche — affluent individuals, families and small businesses (high)
- “The Teahan Group offers targeted financial advice, knowledgeable investment guidance and integrated wealth management services to affluent individuals, families and small businesses.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of B” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/mo/kansas-citymo/teahan-group (high)
- “The Teahan Group Merrill Lynch Wealth Management 4801 Main St Kansas City MO 64112 Visit us (816) 932.9746” — firm_official
- Value proposition (verbatim) — The Teahan Group offers targeted financial advice, knowledgeable investment guidance and integrated wealth management services to affluent individuals, families and small businesses. Our mission is to work closely with you to develop a wealth management strategy that encompasses your goals, your priorities, your values and your vision of the future. (high)
- “The Teahan Group offers targeted financial advice, knowledgeable investment guidance and integrated wealth management services to affluent individuals, families and small businesses. Our mission is to work closely with y” — firm_official
- Differentiators — "Excellence Matters" team motto with quality controls on every analysis and report, Small boutique-like group inside a global firm, with family-office-type services, Wealth Management Planner role articulating how each decision affects financial security, Advisor as single point of contact into Bank of America Private Bank and lending, "+ Friend" role — intentional presence at family milestones and setbacks (high)
- “We operate as a small boutique-like group inside a global firm offering access to a suite of family office type services” — firm_official
- “Our team’s motto “Excellence Matters” is demonstrated through our commitment to the highest standards of accuracy, integrity, and efficiency. Every financial analysis, report, and strategy adheres to quality controls, re” — firm_official
- Content marketing — none (medium)
- “Sign Up for Perspectives Monthly E-Newsletter Get the latest investment insights, tips and strategies to help you live your best financial life Sign Up” — firm_official
- Has podcast — no (medium)
- “Insights About Merrill On this page navigate to... Welcome” — firm_official
- Books published — 0 (low)
- “Meet Our Team Conner Teahan , CPFA®, CPWA® Managing Director , Wealth Management Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/conner-teahan-cpwa%C2%AE-cpfa%C2%AE-165a2663/ (medium)
- “Conner Teahan, CPWA®, CPFA® - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Forbes "Best-in-State Wealth Advisors", 2019-2026, Forbes "America's Top Next-Generation Wealth Advisors", 2018-2021 (medium)
- “Recognition Conner Teahan Managing Director , Wealth Management Advisor Forbes "America's Top Next-Generation Wealth Advisors", 2018-2021 (Published annually July – Sept. Rankings based on data as of March 31 of current ” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The Teahan Group Merrill Lynch Wealth Management 4801 Main St Kansas City MO 64112” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill template: white ground, corporate blue accents, sans-serif headings, square headshots and wide lifestyle photography from the Yext CDN. No team-specific palette or mark. (high)
- “<img style="object-position:top;object-fit:cover;max-width:480px;width:100%;aspect-ratio:480 / 480" src="https://dyn.mktgcdn.com/p/tLlD_DMiXlQszYB597PiXWSkjCOkPEJbVK-bILu2veA/width=500,height=500"” — firm_official