Tune out the noise: Wealth planning for the year ahead

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Yardley

YARDLEY, PA

Merrill Lynch Wealth Management Branch Office

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

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Branch Office Profile

About Us

The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

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.

The SM Group

Wealth Management Group

Siva Veerapandy,

CFA

Senior Vice President

Wealth Management Advisor

Charles C. Gould Jr.,

CPFA,

CRPC,

CFP

First Vice President

Wealth Management Advisor

Div Telwala

Senior Vice President

Senior Financial Advisor

Bernard L Hirsh,

CRPC

Vice President

Senior Financial Advisor

David J. Felker

First Vice President

Senior Financial Advisor

Glenn Fels,

CPFA,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Eric Trimble

Vice President

Senior Financial Advisor

Fred Sciascia,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Wilford H Lawrence,

CPFA,

CFP

First Vice President

Wealth Management Advisor

Steven Walker,

CPFA,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Neil R McKeon,

CFP

Senior Vice President

Senior Resident Director - Wealth Management Advisor

Thomas O. Maher Jr.,

SE-AWMA,

CRPC

Senior Vice President

Wealth Management Advisor

Timothy Rossi,

CRPC

Financial Advisor

Anthony Ferrandino,

CIMA,

CPFA,

C(k)P,

CRPS

First Vice President

Wealth Management Advisor

Sean A McGee,

CPFA,

CFA,

CFP

Senior Vice President

Wealth Management Advisor

Percy L Mason III,

SE-AWMA

Financial Advisor

Carol Nevins| MLWM Market Executive| Managing Director

Carol L. Nevins is a Managing Director, Market Executive responsible for the Greater Philadelphia Market, which consist of 5 offices in Pennsylvania; Philadelphia, Yardley, Jenkintown, Doylestown, and Media.

A native of Rockville, Maryland, she attended the University of Maryland. She and her husband Michael have a daughter who is a sophomore at the University of Maryland and a 20 year old son with Autism who attends the King’s Daughter’s School in Columbia Tennessee.

Neil R. McKeon| Senior Resident Director - Wealth Management Advisor| Senior Vice President

CFP, CRPC, CFP, CRPC

Neil McKeon is the Resident Director of the Yardley, PA branch, and performs a dual function as financial advisor and team leader. Neil works closely with the Market Executive and concentrates on building the office and culture—including sourcing and hiring, staff development, and taking an active role in the community; leading the client experience standard—which includes coaching advisors and setting a client-centric tone and vision for the office; and leading risk and compliance management activities— such as helping to ensure communication and coordination with the local Office Management Team.

Brian P. Pugh| Market Supervision Manager| Vice President

Vincent Giordano

Vincent joined Merrill Lynch Wealth Management in August of 2015. Prior to working at Merrill, Vincent worked at Spring Mountain Capital in Princeton, New Jersey. Vincent received his B.A. in English and American Literature from New York University. His education in this field turned into his hobby and he is currently writing several short stories and novels. In addition to the personal writings, Vincent belongs to several writing groups in Princeton.

Durrell Noel| Market Client Relationship Manager| Vice President

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

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