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Global Corporate & Institutional Advisory Services

GCIAS

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.

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Branch Office Profile

The GCIAS Team

Nobody has time for complexity these days, especially when it comes to financial matters. That's why for more than 25 years, Merrill's Global Corporate & Institutional Advisory Services (GCIAS) has offered plan sponsors access to the advantages of integrating recordkeeping support for retirement contribution plans, equity and stock awards, and personalized wealth management services with employee education and financial wellness strategies. Ours is a story of commitment, experience, innovative strategies and connecting the dots for companies and their employees.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our  experienced financial advisors work in teams, which gives us the opportunity to share ideas and collaborate with each other so that we can offer an approach designed to address each client’s unique goals.

Executive Relationship Management & Employee Education

Global Corporate & Institutional Advisory Services

GCIAS: Hartnett, Cook, Heightchew, Massi, Toye, Sohn

Global Corporate & Institutional Advisory Services

GCIAS: Speziali, Roell, Walker, Blokh, Kirkman

Global Corporate & Institutional Advisory Services

GCIAS: Sereno, Khan, Southall

Global Corporate & Institutional Advisory Services

GCIAS: Anderson, Levine, Crist

Global Corporate & Institutional Advisory Services

GCIAS: Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare

Global Corporate & Institutional Advisory Services

Key Employee Services & 10b5-1 Services

Global Corporate & Institutional Advisory Services

GCIAS Leadership

Global Corporate & Institutional Advisory Services

GCIAS: Williams, Salone, Shipman, O'Hare

Global Corporate & Institutional Advisory Services

GCIAS: Townsend, Budnik, Dore, Hess, Joerres, Murphy

Global Corporate & Institutional Advisory Services

High Net Worth Group

Global Corporate & Institutional Advisory Services

GCIAS Investment Committee

Global Corporate & Institutional Advisory Services

GCIAS: Hartnett, Molinari, Sanders

Global Corporate & Institutional Advisory Services

GCIAS: Blalock, Covington, Farren, Holley

Global Corporate & Institutional Advisory Serivices

James R Kaufman,

CRPC

Managing Director

Senior Financial Advisor

Ricardo Brenner,

CRPC,

CRPC

Financial Advisor

Adil A Khan,

CFP,

CFP,

CRPC,

CRPC

Assistant Vice President

Wealth Management Advisor

Steven Roger Prediletto

Managing Director

Wealth Management Advisor

Matthew Hartnett,

CFP,

CFP,

CRPC,

CRPC

Senior Vice President

Wealth Management Advisor

Alexandra Cooper Khoury,

CFP,

CFP,

CRPC,

CRPC

Senior Vice President

Wealth Management Advisor

Bart A Speziali,

CRPC

Senior Vice President

Senior Financial Advisor

Peter P. Sereno,

CRPC,

CRPC

Senior Vice President

Senior Financial Advisor

Jeffrey K Crowell,

CIMA,

CIMA,

CPFA,

CPFA,

C(k)P,

C(k)P

Managing Director

Wealth Management Advisor

Clifford A. "Trip" Farren III,

CRPC,

CRPC

First Vice President

Senior Financial Advisor

David M Cramer,

CFP,

CFP,

CRPC,

CRPC

Vice President

Wealth Management Advisor

Chad Allen Pigg Fife,

MIC,

MIC,

CRPS,

CRPS,

CPFA,

CPFA,

CEP,

CEP,

CIMA,

CIMA,

C(k)P,

C(k)P

Managing Director

Wealth Management Advisor

Zachary D Zwieg,

CFP,

CFP,

CRPC,

CRPC

Senior Vice President

Wealth Management Advisor

Emily Fletcher

Managing Director

Senior Financial Advisor

Chad Patterson Blalock,

CRPC,

CRPC

Senior Vice President

Senior Financial Advisor

Michael Christopher Sontag,

CRPC

Managing Director

Senior Financial Advisor

Michael R Massi,

CFP,

CFP,

CRPC,

CRPC

First Vice President

Wealth Management Advisor

Alex Levine,

CRPC,

CRPC

Senior Vice President

Senior Financial Advisor

Robert E. Heightchew III,

CFP,

CFP,

CRPC,

CRPC

Vice President

Wealth Management Advisor

Jeffrey S Neumeyer,

CFP,

CFP

Managing Director

Wealth Management Advisor

Randall Roman

Senior Vice President

Senior Financial Advisor

Elizabeth G White,

CFP,

CFP,

CRPC,

CRPC

Managing Director

Wealth Management Advisor

Matthew H Townsend,

CFP,

CFP,

CRPC,

CRPC

Vice President

Wealth Management Advisor

Robert "Bo" W Cramer,

CIMA,

CIMA,

CFP,

CFP,

CRPC,

CRPC

Senior Vice President

Wealth Management Advisor

Sarah Jordan Badgett Perelle,

CFP,

CFP,

CRPC,

CRPC

Senior Vice President

Wealth Management Advisor

Matthew Lee Williams,

CRPC,

CRPC

Managing Director

Senior Financial Advisor

Max S Dore,

CFP,

CFP

First Vice President

Wealth Management Advisor

Brittany Lauren Hartnett,

SE-AWMA,

SE-AWMA,

CFP,

CFP,

CRPC,

CRPC

Managing Director

Wealth Management Advisor

Erik M Bjerke,

CPFA,

CPFA,

CIMA,

CIMA,

CFP,

CFP

Managing Director

Wealth Management Advisor

Ashley F Abate,

CRPC,

CRPC

Assistant Vice President

Senior Financial Advisor

Timothy Moscato,

CRPC,

CRPC

First Vice President

Senior Financial Advisor

Jason B Neighborgall

Vice President

Senior Financial Advisor

Melissa A Budnik,

CIMA,

CIMA

Senior Vice President

Senior Financial Advisor

Kevin W Higginbotham

Managing Director

Wealth Management Advisor

Laura Wiley Bishop

First Vice President

Senior Financial Advisor

Kyle Salone

Senior Vice President

Senior Financial Advisor

Blake Anderson,

CRPC,

CRPC

Senior Vice President

Senior Financial Advisor

Joseph A Sacco,

CPFA,

CPFA

Managing Director

Senior Financial Advisor

Nathaniel Halsey Hanson-Cook,

CPWA,

CPWA

First Vice President

Wealth Management Advisor

Dylan W Templeton,

CRPC,

CRPC

Vice President

Senior Financial Advisor

David F Mack,

CFP,

CFP

Managing Director

Wealth Management Advisor

Everett S Cramer,

CRPC,

CRPC

Vice President

Senior Financial Advisor

Chester Palmour Rollins,

CRPC,

CRPC

Senior Vice President

Senior Financial Advisor

Mark W Wazevich,

CPFA,

CPFA,

CIMA,

CIMA

Senior Vice President

Wealth Management Advisor

Jose J. Hernandez III,

CRPC,

CRPC

First Vice President

Senior Financial Advisor

Paul W Covington,

CRPC,

CRPC

Senior Vice President

Senior Financial Advisor

Madeline H White,

CRPC,

CRPC

Vice President

Senior Financial Advisor

William Harry Shipman,

CRPC,

CRPC

Vice President

Senior Financial Advisor

Davis Hines,

CRPC,

CRPC

Senior Financial Advisor

Samuel L Cagle,

CRPC,

CRPC

Financial Advisor

Nicholas Molinari,

CRPC,

CRPC

Senior Financial Advisor

Taylor Holley,

CRPC

Financial Advisor

Kevin R Barnes,

CRPC,

CRPC

First Vice President

Resident Director

Dillon Hess,

CRPC,

CRPC

Financial Advisor

Grant Ansley,

CRPC

Financial Advisor

Najee Sanders,

CRPC,

CRPC

Financial Advisor

Robby Preston,

CRPC,

CRPC

Financial Advisor

Ryan G. O'Hare,

CRPC,

CRPC

Financial Advisor

David Onuorah,

CRPC

Financial Advisor

Richie Pinnock,

CRPC,

CRPC

Financial Advisor

Colin F. O'Hare,

CRPC,

CRPC

Financial Advisor

Tanner Templeton

Assistant Vice President

Financial Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers 4

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management