Lane Wilson

Best-in-State · rank 89 · Huntsville, Alabama · listed firm: Merrill Wealth Management

Identity & firm

Firm — Merrill Lynch Wealth Management (high)
- “Senior Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management” — forbes_shook
Parent company — Bank of America (high)
- “Merrill Lynch Wealth Management is the advisory arm of Bank of America, operating as part of Global Wealth and Investment Management (GWIM) division” — firm_official
Firm type — wirehouse (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) - Registered Broker-Dealer and Investment Adviser (dually registered), Member SIPC” — sec_finra_regulatory
Team name — Staley Dunn Wilson Wealth Management Group (high)
- “Staley Dunn Wilson Wealth Management Group - Financial Advisors in Huntsville, AL 35802” — firm_official
Team size — 6 (high)
- “Team Members: David Staley (Team Lead), Christel Dunn, Lane Wilson, Teri Miller, Luke Gantt, Tyler Hunt” — professional_press
CRD — 2700122 (high)
- “Individual CRD #: 2700122” — sec_finra_regulatory
Years experience — 30 (high)
- “Lane Wilson's extensive 30 years of experience focuses on business ownership considerations” — professional_press
- “Started at MML Investors Services in 1996” — social_or_third_party_db
Designations — CFA (medium)
- “Lane Wilson, CFA®” — professional_press

Team AUM ($M) — 629 (high)
- “Team Assets (Custodied): $629M” — forbes_shook
Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
Typical client net worth ($M) — 2.5 (high)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
Client niche — business owners and high net worth professionals, particularly those selling businesses, with specialization in military and government contracting clients (high)
- “He works with high net worth clients and markets his services to individuals who are selling a business and need advice on asset allocation” — professional_press
- “integrates military and government contracting insights” — professional_press
Custodians — not_applicable (high)
- “Merrill Lynch acts as custodian for its clients” — firm_official
Fee model — aum_fee (high)
- “Asset-Based Fees (AUM Model): 0.50% to 1.50%+ annually depending on account size and service level” — professional_press

Website url — https://advisor.ml.com/sites/al/huntsville-al/staley-wilson-wmg (high)
- “Staley Wilson Wealth Management Group - Merrill” — firm_official
Value proposition (verbatim) — Delivers wealth management services with decades of experience, helping accomplished individuals bring enduring benefits to their families and communities. (high)
- “Delivers wealth management services with decades of experience, helping accomplished individuals bring enduring benefits to their families and communities. Serves clients across 22 states.” — professional_press
Content marketing — none (medium)
- “No personal website, blog, or podcast content marketing activity found” — firm_official
Has podcast — no (high)
- “No evidence of personal website, blog, or podcast content marketing activity found in search results” — social_or_third_party_db
Books published — gap: not_found_after_search
Linkedin url — https://www.linkedin.com/in/lane-wilson-160a8342/ (high)
- “Lane Wilson - Senior Financial Advisor” — social_or_third_party_db
Social presence — linkedin_active (high)
- “Lane Wilson - Senior Financial Advisor” — social_or_third_party_db

Has distinct logo — no (high)
- “operates under the Merrill Lynch brand” — firm_official
Logo url — https://www.merrill.com/content/dam/merrill/images/logos/merrill-logo.svg (low)
- “Merrill Wealth Management logo” — firm_official
Visual brand notes — Merrill Lynch corporate branding: navy and gold palette with serif typography, traditional financial institution imagery (medium)
- “operates under standard Merrill Lynch brand guidelines and advisor portal” — firm_official