Next-Gen + Best-in-State · rank 48 · New York, New York · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (Kremer Wealth Management Group) (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.” — firm_official
- Firm type — wirehouse (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — Kremer Wealth Management Group (high)
- “Treating clients like family and feeling privileged that many clients do the same, The Kremer Wealth Management Group enjoys a proud heritage of bringing its acumen and highly personalized attention to generations of aff” — firm_official
- Team size — 5 (high)
- “Jill B Kremer, CRPC™ - Managing Director, Senior Relationship Manager” — firm_official
- CRD — 5688408 (high)
- “"individualId": 5688408, "firstName": "MICHELLE", "lastName": "HANSON", "otherNames": ["MICHELLE E KREMER", "MICHELLE KREMER"]” — sec_finra_regulatory
- Years experience — 11 (high)
- “"daysInIndustryCalculatedDate": "12/1/2014"” — sec_finra_regulatory
- “Following in the footsteps of her mother, Jill, and walking beside her now, Michelle joined Merrill Lynch Wealth Management in 2014.” — firm_official
- Designations — ChFC, CPWA, other:CPFA, other:CSRIC, JD (high)
- “Michelle Hanson, ChFC®, CPFA®, CPWA®, CSRIC® - Managing Director, Wealth Management Advisor” — firm_official
- “Michelle earned a Bachelor’s degree from Cornell University and graduated from New York Law School, focusing her studies on estate planning and tax law.” — firm_official
Book of business
- Team AUM ($M) — 1100 (high)
- “Team Assets (Custodied): $1.1B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size for New Business: $500K” — forbes_shook
- Typical client net worth ($M) — 50.5 (medium)
- “Typical Net Worth of Relationships: $1-$100M” — forbes_shook
- Client niche — multigenerational affluent families — intergenerational wealth transfer and family financial education (high)
- “Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younge” — firm_official
- “The Kremer Wealth Management Group enjoys a proud heritage of bringing its acumen and highly personalized attention to generations of affluent individuals in the New York area and nationwide.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"iaSECNumber": "14235", "iaSECNumberType": "801", "bdSECNumber": "7221"” — sec_finra_regulatory
- “We provide transparency on potential risks and opportunities and what you're paying for and what you're getting.” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/5av-fin-ctr/kremer-wealth-management/michelle_hanson (high)
- “Michelle Hanson - Financial Advisor in New York, NY 10019 | Merrill” — firm_official
- Value proposition (verbatim) — Treating clients like family and feeling privileged that many clients do the same, The Kremer Wealth Management Group enjoys a proud heritage of bringing its acumen and highly personalized attention to generations of affluent individuals in the New York area and nationwide. (high)
- “Treating clients like family and feeling privileged that many clients do the same, The Kremer Wealth Management Group enjoys a proud heritage of bringing its acumen and highly personalized attention to generations of aff” — firm_official
- Differentiators — Mother-daughter advisor team serving clients across generations, Facilitates open family conversations about wealth and educates the next generation, Estate-planning and tax-law academic background (New York Law School), Discretionary portfolio management as a Portfolio Manager, Fee and risk transparency — 'what you're paying for and what you're getting' (high)
- “Following in the footsteps of her mother, Jill, and walking beside her now, Michelle joined Merrill Lynch Wealth Management in 2014. Michelle earned a Bachelor’s degree from Cornell University and graduated from New York” — firm_official
- “Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process.” — firm_official
- Content marketing — occasional (medium)
- “Insights Beyond the page: How a successful writer pursues financial security Four for the Quarter: Top questions investors are asking right now Stay ahead of student scams Inside the American wallet Emerging Trends in Cy” — firm_official
- Has podcast — no (medium)
- “Insights Beyond the page: How a successful writer pursues financial security Four for the Quarter: Top questions investors are asking right now Stay ahead of student scams Inside the American wallet Emerging Trends in Cy” — firm_official
- Books published — 0 (medium)
- “Following in the footsteps of her mother, Jill, and walking beside her now, Michelle joined Merrill Lynch Wealth Management in 2014.” — firm_official
- Linkedin url — https://www.linkedin.com/in/michellekremer (high)
- Social presence — linkedin_active (medium)
- “Michelle Hanson, ChFC®, CPWA®, CPFA®, CSRIC® - Managing Director, Resident Director - Wealth Management Advisor, Portfolio Manager | LinkedIn” — social_or_third_party_db
- Press awards — Financial Planning "Top 40 Brokers Under 40", 2024-2026 (high)
- “Financial Planning's "Top 40 Brokers Under 40" , 2024-2026 (Published annually in Q1. Rankings based on data as of September 30 of prior year.)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: white ground, navy and Merrill-bull accents, clean sans-serif type, full-width lifestyle banner photography and square studio headshots. No team-specific mark or palette. (high)
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