Stuart Wesley Brock Jr.
Advisor at Merrill — Leawood, KS College Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Leawood, KS 66211
Merrill
Institution
Stuart Brock Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as the senior member of his team. He has been a Merrill Financial Advisor since 1998, developing close relationships with clients and often serving their extended families. His work focuses on retirement planning, portfolio management, tax minimization, and estate planning.
Stuart and his team collaborate with families and small businesses to address all aspects of their financial lives. They take time to understand clients' priorities and develop disciplined plans to help achieve their financial goals. Their services encompass wealth accumulation, preservation, and efficient transfer to the next generation. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He holds a Bachelor's Degree from the University of Kansas.
Outside of his professional work, Stuart enjoys spending time with his wife and five children. With his grown children, he has more time to engage in charitable activities and pursue hobbies such as golfing and tennis. He is available for questions related to business, hobbies, or life pursuits.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Leawood, KS College Blvd
3401 College Blvd
Leawood KS 66211
Advisors at this office
53
Kansas · Texas
27 years of industry experience
Bank Of America, Na
2010 - Present • 16 years
Leawood, KS
Merrill
1998 - Present • 28 years
Overland Park, KS
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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