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PROVIDENCE, RI

Merrill Lynch Wealth Management Branch Office

Welcome to the PROVIDENCE, RI Branch. Our financial advisors
work within a customized, goals-based system that begins with
the belief that each client is unique, and that our wealth
management strategies need to reflect each client’s individual
objectives, no matter how large or small.


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Branch Office Profile

About Us

Our branch’s wealth management process begins as our advisors get to know clients “beneath the surface.” Our teams take the time to learn client priorities, goals for retirement lifestyles, financial education for children and grandchildren, complex business issues, cash management and their need for credit strategies. Once we fully understand clients’ wants, needs and goals, we employ the broad investing resources of Merrill and offer access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing their financial challenges.

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our 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 intellectual capital of Merrill, a goals-based wealth management 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 deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Kyle J. Lepley,

CPFA,

CRPC

First Vice President

Senior Financial Advisor

Stephen J Palmisciano

Senior Vice President

Wealth Management Advisor

Dorothy A Hartnett,

CFP

First Vice President

Wealth Management Advisor

Stephen F Eno

First Vice President

Senior Financial Advisor

Thomas W Curry,

CRPC

Vice President

Senior Financial Advisor

Robert G Fournier,

CPFA

Senior Vice President

Wealth Management Advisor

Robert M Ashegh,

CPFA,

CRPC

Vice President

Senior Financial Advisor

Christopher W Hall

Managing Director

Senior Financial Advisor

Ann T Stiness,

C(k)P,

CPFA,

ChFC,

CRPC

First Vice President

Wealth Management Advisor

John H. Lane,

CFP

Vice President

Wealth Management Advisor

James W Griffin Jr

First Vice President

Senior Financial Advisor

Glenn A Grilli

Senior Vice President

Senior Financial Advisor

Christopher M Abbate,

CRPC,

CPFA

Vice President

Senior Financial Advisor

Ashley Abbate Macksoud,

CPFA,

CDFA,

CFP

First Vice President

Wealth Management Advisor

Michael E Medici,

CFP

Vice President

Wealth Management Advisor

Thomas J. Sheehan,

CPFA

Senior Vice President

Senior Financial Advisor

Kimberly M. Caggiano

Vice President

Senior Financial Advisor

Jeff Fontes

Senior Vice President

Senior Financial Advisor

Nelson Dias

Assistant Vice President

Financial Advisor

Jason A Silva

Assistant Vice President

Financial Advisor

Franklin Dobbs

Assistant Vice President

Financial Advisor Trainee

Let’s Have a Conversation

We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

Careers

Merrill Lynch Wealth Management is seeking high achievers with a history of success. If you’re in sales, law, banking, teaching, accounting, retired military, college grad or other vocation, and you have the drive, commitment and perseverance to succeed, consider a career with us as a financial advisor.

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