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The Long View - Team Strength

Team Strength

YOU'VE WORKED HARD TO BUILD A LIFE YOU CAN BE PROUD OF AND OUR TEAM OF PRIVATE WEALTH ADVISORS IS HERE TO ENSURE YOUR LEGACY LIVES ON.


When it comes to growing and protecting what you’ve built, you need access to a team who understands your goals, cares about your personal journey and offers in-depth financial knowledge. That’s why First Merchants’ team approach ensures long-lasting relationships between your family and our group of professionals, so you always have access to the attention and expertise you deserve.

By working with First Merchants, you connect with a network of financial professionals with your best interest in mind. We work in conjunction with outside partners from the tax, accounting and legal fields to protect what you built your lives on. We also ensure your family and business relationships remain as engaged in the conversation as you desire and work to understand your evolving goals, allowing a dynamic financial strategy that grows and changes with you.

We understand each client’s financial needs are unique, and we are proud to create solutions together. With First Merchants Private Wealth professionals on your side, you can have full confidence your financial dreams are secure for generations to come.

 

PWA_Management_Team2022

Left to Right: 

DAVID BRECHBUHL - Director, Client Development | NANCY LEMING - Director, Private Banking | BRAD REYNOLDS - Managing Director, Client Services & Support | MICHAEL JOYCE - President | TERRY BLAKER - Director, Investment & Portfolio Management | AUDREY MISTOR - Managing Director, Wealth Management | BRETT FISHER - Director, First Merchants Investment Services

 


 

PWA_Management_Team2022-2

Left to Right: 

MARCOS NOGUÉS - Chief Investment Officer | ANNA LITTLE - Wealth Manager | MIKE DAUGHERTY - Senior Wealth Advisor | DARLISA DAVIS - Private Banker | TRAVIS McEOWEN - Portfolio Manager | DOUG WHITE - Senior Wealth Manager

 


 

TEAM STATEMENT

We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging.

PWA-Terry-Blaker-Photo

TERRY BLAKER
Director, Investment & Portfolio Management

Contact Terry

PWA-David-Brechbuhl-Photo

DAVID BRECHBUHL
Director, Client Development

Contact David

PWA-Abby-Carroll-Photo

ABBY CARROLL
Private Banker

Contact Abby

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SHERRI CHANEY
Wealth Manager

Contact Sherri

PWA-Mark-Daugherty-Photo

MIKE DAUGHERTY
Senior Wealth Advisor

Contact Mike

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DARLISA DAVIS
Private Banker

Contact Darlisa

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JAMIE ENGLE
Regional Sales Manager**

Contact Jamie

PWA-Brett-Fisher-Photo

BRETT FISHER
Director, First Merchants Investment Services**

Contact Brett

PWA-Lisa-Higginbotham-Photo

LISA HIGGINBOTHAM
Private Banker

Contact Lisa

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MICHAEL JOYCE
President

Contact Michael

PWA-Nancy-Leming-Photo

NANCY LEMING
Director, Private Banking

Contact Nancy

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ANNA LITTLE
Wealth Manager

Contact Anna

PWA-Travis-McEowen-Photo

TRAVIS McEOWEN
Portfolio Manager

Contact Travis

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AUDREY MISTOR
Managing Director, Wealth Management

Contact Audrey


MARCOS NOGUÉS
Chief Investment Officer

Contact Marcos

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TONY PATRICK
Wealth Advisor

Contact Tony

PWA-David-Pfeiffer-Photo

DAVID PFEIFFER
Associate Portfolio Manager & Investment Analyst

Contact David

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BRAD REYNOLDS
Managing Director, Client Services & Support

Contact Brad

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ERIN SYLVESTER
Director, Private Wealth Administrative Services

Contact Erin

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DOUG WHITE
Senior Wealth Manager

Contact Doug