Update: It's been nearly 4 years since we transferred our portfolio to Ron Vinsant and his colleague Ivor at Merrill Lynch in Leawood. We couldn't be happier with their responsiveness, recommendations, and results. The combination of the Vinsant team and Merrill Lynch is a great one. They will do a review of your finances and give recommendations before you have to move anything. They are very thorough.
John J.
Update: It's been nearly 4 years since we transferred our portfolio to Ron Vinsant and his colleague Ivor at Merrill Lynch in Leawood. We couldn't be happier with their responsiveness, recommendations, and results. The combination of the Vinsant team and Merrill Lynch is a great one. They will do a review of your finances and give recommendations before you have to move anything. They are very thorough.