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HARRISBURG, PA

Merrill Lynch Wealth Management Branch Office

We work to give each client meeting the character of an intimate family gathering, supported by the branch and Merrill’s global resources We believe that when financial advisors and clients connect on a “local” level, there can be the benefit of clearer understanding and support.

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Branch Office Profile

About Us

With approximately 20 financial advisors among the branch’s teams, we can offer approaches that come from years of combined wealth management knowledge and experience. We also stress that the branch role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill, the financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and access to estate planning services, while working with your outside professionals, as needed, such as estate and tax attorneys.*

*Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Culture

The entire branch staff—operations, administration, support and divisional executives—takes pride in being part of an organization that is focused on providing exceptional client service and satisfaction. Because of the commitment of our entire branch, we can deliver services designed to help you meet virtually every investment challenge you may face.

Community

All of us at the branch—financial advisors, wealth management client associates, office and leadership teams—aspire every day to honor the commitment of our founder, Charles Merrill, to put clients’ interests first. We also believe in giving back to the community.

 

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 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.

David M Saurman,

CRPC

Vice President

Wealth Management Advisor

Stephen J Brindle,

CFP,

CFP

Senior Vice President

Wealth Management Advisor

Debra J Kramer,

CPFA,

CPFA

Senior Financial Advisor

Thomas Madden,

CPFA,

CPFA

First Vice President

Senior Financial Advisor

Debra Karns Klinger,

ChFC

Vice President

Financial Advisor

Matthew J. Frye,

CPFA,

CPFA,

CFP,

CFP

Senior Vice President

Wealth Management Advisor

Brian Fields,

CFP,

CFP

First Vice President

Resident Director

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 agree upon 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 2

Are you prepared to take your career to the next level? If you’re highly entrepreneurial, enjoy talking to people about goals and objectives, and appreciate an opportunity to access the global resources of Merrill to help clients achieve their goals, consider a career 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