The Armstrong Group, Private Wealth Advisors

Leonard Armstrong ( view profile )
Private Wealth Advisor

(800) 214-7614

Steve Prickett ( view profile )
Private Wealth Advisor

(800) 601-4866

Nathan Armstrong ( view profile )
Private Wealth Advisor

(800) 778-1683

Rebecca A. Dukes ( view profile )

(505) 884-9830

Cindi Miller ( view profile )

(505) 884-9802

Leif Quinlan ( view profile )
Reg Financial Analyst

(505) 884-9819

Liz Hart ( view profile )

(505) 884-9821

Emily Horton ( view profile )

(505) 884-9809

Untitled Document Our Latest Thinking

Our Latest Thinking

See what BofA Merrill Lynch Global Research experts have to say and start a conversation with your Private Wealth Advisor Team.

View All of Our Latest Thinking
The Armstrong Group

The Armstrong Group

Private Wealth Advisors

2125 LOUISIANA BLVD  Ste. 200
ALBUQUERQUE, NM 87110 

Phone(800) 214-7614

The Armstrong Group

The Armstrong Group specializes in addressing the wealth management needs of affluent individuals, families, and institutions. Our team works closely with clients to determine their needs and aspirations so that we can craft customized strategies to pursue their goals. We believe strongly in the value of client education, and are committed to helping clients make informed, knowledgeable decisions about their complex financial affairs.

Our team's investment advisors - Leonard Armstrong, Steve Prickett and Nathan Armstrong - are three of only seventy designated institutional consultants within the firm. Our institutional and private banking capabilities attest to our depth as a team and our ability to harness the combined global resources of Merrill Lynch and Bank of America. Within that framework of expansive services, we provide a highly individualized and attentive approach, recognizing that significant wealth warrants an exceptional level of care.

Our goal at The Armstrong Group is concrete and direct: We seek to provide exceptional client service and consistent long-term results.

Focused on Your Needs

We provide an extensive range of services to address the challenges and opportunities that significant wealth can pose:

  • Highly customized solutions for individuals, families, and institutions with $10 million or more of investable assets
  • Exclusive client conferences and networking events
  • Direct firm-wide access to analysts, economists, traders and investment bankers
  • Experience in complex investment strategies and tax/estate planning strategies
  • Sophisticated asset management solutions, with access to investment managers worldwide
  • Access to a range of alternative investments including hedge funds, private equity and managed futures
  • Our Strategic Approach

    Our strategic approach entails an integrated investment strategy that spans asset classes and draws on the open architecture of Merrill Lynch and Bank of America with the goal of achieving consistent long-term results while minimizing risk.

    In devising customized client strategies, we coordinate, integrate, and facilitate concurrent financial goals, while promoting cooperation and communication with specialized advisors. We address the fundamental aspects of managing a significant estate, watchful of the nuances and intricacies of each client’s situation:

  • Asset and liability management
  • Trusts and estate planning issues
  • Wealth transfer
  • Philanthropic planning
  • Tax minimization
  • Credit and Liquidity
  • Private banking
  • Alternative investments
  • Institutional Consulting

    As members of the Institutional Consulting Group, we leverage the industry-leading strength of Merrill Lynch and Bank of America to deliver investment solutions that focus upon the needs of Institutional Clients. With over 35 years of institutional experience and innovation, the Institutional Consulting Group seeks to balance risk and return in order to enhance portfolio performance.

    Institutional clients include endowments, foundations, religious organizations, settlement trusts, insurance companies, and retirement plans. These clients seek the professionalism and experience of The Armstrong Group in addressing the following needs:

  • Investment policy statements
  • Strategic asset allocation
  • Manager searches and oversight
  • Performance measurement
  • Custody
  • Investment advisory
  • Leonard Armstrong

    Private Wealth Advisor

    Leonard Armstrong, CIMA®, Designated Institutional Consultant

    Leonard has been with Merrill Lynch since 1970. He has served as both director and president of the Investment Management Consultants Association (IMCA®) and currently serves as Director Emeritus.

    A frequent speaker on investment management, Leonard was invited by The Russian Federal Securities Commission to lecture on investment consulting in Moscow. He specializes in the construction and implementation of investment policy statements and the evaluation of investment manager performance.

    Leonard is a Certified Investment Management AnalystSM professional (CIMA®). He has led courses on investment policy design, construction, and implementation through programs administered by IMCA®. He recently spoke at the national conferences for the AICPA (American Institute of CPAs) and the ABA (American Bankers Association) on the importance of investment policy in developing investment strategies.

    ViewAllProfiles
    Leonard Armstrong is registered to do business in:AK, AR, AZ, CA, CO, CT, DC, GA, IL, MI, NC, NM, NV, NY, OH, OR, PA, SD, TX, UT, WA
    Close

    Steve Prickett

    Private Wealth Advisor

    Steve Prickett, CIMA®, Designated Institutional Consultant

    Steve joined Merrill Lynch in 1986 and has extensive experience in helping foundations, endowments, pension plans, and religious organizations pursue their financial goals. His specialties include manager identification, evaluation and quality control; the quantitative analysis of performance measurement; and the development and implementation of socially responsible investment strategies. He has spoken nationally to groups on investment strategy, and is the author of many articles on wealth management.

    Most recently, Steve spoke on socially responsible investing at Opal Financial Group Global Asset Allocation Summit and at a national conference for the Association of Small Foundations. He has been a guest lecturer for New Mexico State University’s Advanced Finance class and a panelist for the New Mexico Agricultural Leadership course.

    Steve is a Certified Investment Management AnalystSM professional (CIMA®) and a member of the Investment Management Consultants AssociationSM. He has a B.S. in Engineering.

    ViewAllProfiles
    Steve Prickett is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, LA, MD, MI, MO, NC, NE, NM, NV, NY, OR, PA, SD, TN, TX, VA, WA, WY
    Close

    Nathan Armstrong

    Private Wealth Advisor

    Nathan Armstrong, CIMA®, Designated Institutional Consultant

    Nathan has been with Merrill Lynch since 1996 and joined The Armstrong Group in September 2002. Prior to The Armstrong Group, Nathan served in the Merrill Lynch M.B.A. Associates Program in Los Angeles and as an Associate Financial Consultant in Denver.

    A Certified Investment Management AnalystSM professional (CIMA®), Nathan specializes in investment research and the implementation of customized investment solutions. He has been both a speaker and a moderator for regional conferences organized by the Association of Small Foundations.

    Nathan has an International Master of Business Administration (I.M.B.A.) from the Vienna School of Business and Economics and The University of South Carolina. He received a B.A. in Economics and a B.A. in Spanish from New Mexico State University.

    ViewAllProfiles
    Nathan Armstrong is registered to do business in:AK, AR, AZ, CA, CO, CT, DC, GA, IL, MI, NC, NM, NV, NY, OH, OR, PA, SD, TX, UT, WA
    Close

    Rebecca A. Dukes

    Rebecca A. Dukes, Financial Analyst

    Rebecca joined Merrill Lynch in 2008, after working more than 30 years in the non-profit world. Her background includes 18 years in the health care sector and 13 years in higher education. Her roles included executive director of small non profits, director of planned giving, vice president of advancement, and foundation director. Rebecca adds a wealth of knowledge of the charitable process, non-profit board development, and staff management. She has demonstrated success in comprehensive and capital fundraising campaigns. Rebecca is a graduate of the University of Akron in Ohio.

    ViewAllProfiles
    Close

    Cindi Miller

    Cindi Miller , CFM, Investment Associate

    Cindi joined Merrill Lynch in 1986 to manage the Client Service Department for the firm’s Santa Fe office. She has won national recognition for excellence in service to high-net-worth clients. Cindi transferred to Albuquerque in 1990 to work with management and joined The Armstrong Group in 1992. She specializes in the implementation of financial solutions for institutions and affluent clientele. Cindi has achieved the Certified Financial Manager designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam. Cindi serves as our team manager and senior relationship manager.

    ViewAllProfiles
    Close

    Leif Quinlan

    Reg Financial Analyst

    Leif Quinlan, Financial Anaylst

    Leif joined The Armstrong Group in 2006. His prior experience includes managing a contracting business that supplied municipalities and companies with restaurant washing equipment and chemicals, and managing a high-end restaurant in Albuquerque where he was in charge of promotional specials and relationships with major beverage companies.

    Leif received his B.S. in Business Administration from the College of Santa Fe. He has experience in the quantitative analysis of equity and fixed income securities, and the due diligence process.

    ViewAllProfiles
    Close

    Liz Hart

    Liz joined The Armstrong Group in 1996. She specializes in new client enrollment, as well as servicing the needs of our existing clients. After receiving her B.S. degree from Mississippi State University, she had a career as a medical technologist with the 5th Army Medical Lab. Prior to joining Merrill Lynch, Liz used her organizational and administrative expertise in serving as the Registrar for the Duke City Soccer League for seven years.

    ViewAllProfiles
    Close

    Emily Horton

    Emily has extensive experience at Merrill Lynch. She initially joined the firm in 1972, and worked until 2001 in various positions throughout the Southwest, ranging from a partnership with the Mesa, Arizona office to managing the Client Service Department of the Phoenix office. After briefly working for Smith Barney, Emily rejoined Merrill Lynch in 2007 as a Client Associate for The Armstrong Group. Her upbeat approach to client services makes her a valuable asset to the team. Emily received her B.A. from New Mexico State University.

    ViewAllProfiles
    Close

    Loading Map...

    Nathan Armstrong is registered to do business in:AK, AR, AZ, CA, CO, CT, DC, GA, IL, MI, NC, NM, NV, NY, OH, OR, PA, SD, TX, UT, WA

    Leonard Armstrong is registered to do business in:AK, AR, AZ, CA, CO, CT, DC, GA, IL, MI, NC, NM, NV, NY, OH, OR, PA, SD, TX, UT, WA

    Steve Prickett is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, LA, MD, MI, MO, NC, NE, NM, NV, NY, OR, PA, SD, TN, TX, VA, WA, WY

    For questions regarding registration information please contact your Financial Advisor.
    26490234 (JCA*******803)