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Kelly | Nagel | Group

Private Wealth Advisors

OXMOOR PLACE

101 BULLITT LANE, FLOOR 04

LOUISVILLE, KY 40222

502.329.5110

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About us

PBIG

Merrill Lynch Private Banking & Investment Group is a distinct business unit created in 2003. PBIG leverages 100 years of Merrill Lynch history working with the wealthiest families in the United States. Experience tells us that all families and institutions are unique and require a bespoke approach. Our team collaborates with the entire firm to help families navigate their complex financial needs.

Service

Accolades for our service are in the eye of the beholder and can only be earned, not proclaimed. By committing to a service standard of no less than 1 team member per 10 clients we serve, we know we will have capacity to deliver the experience our clients expect. Building a relationship is central to service execution. Identifying and driving towards a client’s unique goals are where we start and end every interaction.

Investment Management

Bank of America Merrill Lynch's CIO, Chris Hyzy, leads a team that produces strategic allocation models designed to address the unique needs of the families and institutions we serve. Customized for every client, we consider risk management, multigenerational longevity, preservation of buying power, cashflow, individual values, and investment opportunities beyond listed equities and bonds. Implementation of this intellectual capital is done 100% through non-proprietary investment managers. We believe that Merrill Lynch’s advice and experience, coupled with some of the best asset managers in the world, is a winning combination.

Fiduciary

With our corporate colleagues at U.S. Trust, one of the most storied and historic Trust Companies on the planet, a Fiduciary platform can be delivered that provides confidence to families and boards alike. U.S. Trust's services can be leveraged like a trusted partner as Agent, or engaged for comprehensive fiduciary oversight as Trustee. Unique services like Wealth Strategy, Specialty Asset Management (Timber, Oil & Gas, Business Succession), Family Office and Philanthropic Consulting, were built around experience meeting the specific needs born from exceptional wealth.

One Simple Fee

Everything we do is based on one simple fee for asset management. In a challenging environment for yield and returns, we actively seek opportunities to sharpen our pencils and add value by delivering for less. We don’t strive to simply be the cheapest, but we use the leverage of one of the largest Wealth Management firms in the United States to seek value for families and institutions. When all the fees associated with managing assets and wealth is unpacked, we believe this is an area we can add value.

Bank of America

Through Bank of America, we are able to give clients access to one of the largest balance sheets in the industry. We have personally helped clients with introductions to Bank of America teammates for transactions as simple as borrowing to buy a home and as complex as a $100 million dollar facility to grow a business. We believe wealth creators know this can sometimes be the most important aspect of their relationship with us and have us advise on their assets for this reason. We are certain this differentiates us from our peers and adds value for clients.

Global Institutional Consulting

In addition to PBIG, we are part of Bank of America Merrill Lynch’s Global Institutional Consulting Group (GIC). One of only 55 teams in the United States designated to work with Bank of America Merrill Lynch’s largest Pension, Foundation and Philanthropic clients; we bring our experience personally consulting on over $1 Billion in assets (as of July 2016) to the Private Clients we serve as well. The responsibility to provide advice and manage the risks associated with governance for large pools of money is not something that should be taken lightly. This is a core competency for us and a definite value for clients we serve.

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Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Asset allocation does not ensure a profit or protect against loss in declining markets.

Meet the team

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Scott A. Kelly, CIMA®

Senior Vice President

Private Wealth Manager

502.329.5003

502.329.5003

scott_a_kelly@ml.com

Add to address book

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Lawrence Joshua Nagel, CIMA®

Senior Vice President

Private Wealth Manager

502.329.5110

502.329.5110

joshua.nagel@ml.com

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Andrea Kinser

Private Wealth Manager

502.329.5024

502.329.5024

andrea.p.kinser@ml.com

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Burdette Park

Senior Financial Advisor

502.329.5105

502.329.5105

burdette.park@ml.com

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Austin Bailey

Financial Advisor

502.329.5081

502.329.5081

austin.bailey@ml.com

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London F. Smith

Private Wealth Analyst Business Management

502.329.5035

502.329.5035

london_smith@ml.com

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Lisa M. Clark, ADPA®

Private Wealth Relationship Manager

502.329.5023

502.329.5023

lisa.m.clark@ml.com

Read Bio

Sarah Martineau

Private Wealth Assoc

502.329.5002

502.329.5002

sarah.martineau@ml.com

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Awards

Latest Thinking


Back to overview

Meet the team

Scott A. Kelly, CIMA®

Senior Vice President

Private Wealth Manager

502.329.5003

502.329.5003

scott_a_kelly@ml.com

Add to address book

Read Bio

Lawrence Joshua Nagel, CIMA®

Senior Vice President

Private Wealth Manager

502.329.5110

502.329.5110

joshua.nagel@ml.com

Read Bio

Andrea Kinser

Private Wealth Manager

502.329.5024

502.329.5024

andrea.p.kinser@ml.com

Read Bio

Burdette Park

Senior Financial Advisor

502.329.5105

502.329.5105

burdette.park@ml.com

Read Bio

Austin Bailey

Financial Advisor

502.329.5081

502.329.5081

austin.bailey@ml.com

Read Bio

London F. Smith

Private Wealth Analyst Business Management

502.329.5035

502.329.5035

london_smith@ml.com

Read Bio

Lisa M. Clark, ADPA®

Private Wealth Relationship Manager

502.329.5023

502.329.5023

lisa.m.clark@ml.com

Read Bio

Sarah Martineau

Private Wealth Assoc

502.329.5002

502.329.5002

sarah.martineau@ml.com

Read Bio