Bank of America Coronavirus Resource Center See details
Default Image

PARAMUS, NJ

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.

Learn more about an advisor's background onFINRA's BrokerCheck

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.

Nicholas P Luisi,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Jennifer Polidori,

CPFA,

ADPA,

CRPC

Senior Financial Advisor

David P Parsekian,

CRPC

Assistant Vice President

Senior Financial Advisor

Simi Schwartz,

CPFA,

CFP,

CRPC

Vice President

Senior Financial Advisor

Lawrence A Weiss,

CRPC

Senior Vice President

Senior Financial Advisor

Timothy S Cappadona

First Vice President

Senior Financial Advisor

Isaac N Frankel,

CPFA,

CFP

Senior Financial Advisor

Minesh C Patel

Senior Vice President

Senior Financial Advisor

Ken G Secemski,

CPFA,

CRPC,

CDFA,

CFP

Senior Vice President

Wealth Management Advisor

Donald J Ross

Senior Vice President

Wealth Management Advisor

Gregory G Goodman,

CIMA,

CFP,

CRPC

First Vice President

Wealth Management Advisor

Robert J Johnston,

CPFA,

CFP,

CRPC

First Vice President

Wealth Management Advisor

Ying Zhu (Dawn),

CFP,

CPFA

Vice President

Wealth Management Advisor

Melanie L. Powell,

CIMA,

CPFA,

CRPC

Vice President

Senior Financial Advisor

Alexander L Guiliano,

CPFA,

CFA

Senior Vice President

Wealth Management Advisor

Todd R Desfosses,

CPFA,

CPWA,

CRPC,

CIMA

Vice President

Wealth Management Advisor

Thomas S Ross,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Abraham I Fishweicher

Senior Vice President

Wealth Management Advisor

Seth Hillman,

CRPC

First Vice President

Wealth Management Advisor

Daniel Hirsch

Vice President

Financial Advisor

Linda M Godfrey,

CPFA,

CRPC

Vice President

Wealth Management Advisor

Gil Marcovici,

CRPC

Senior Vice President

Senior 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.

Events

MIT AgeLab 5 Ways Technology Will Change How You Age

Oct 14th, 2020 | 5:00PM-6:00PM EST

Please join us for this virtual event

5 Ways Technology Will Change How You Age

A new array of devices and services is transforming aging, making it easier for you to continue working, stay healthy, live at home, and remain connected to friends, family, and life’s small pleasures as you grow older.

Join us to hear research from the MIT AgeLab:

  • See how broad the universe and scope of these devices is for everyday tasks

  • Gain a better understanding of how these apps and devices can improve your quality of life

  • Learn how easy it is to try out some of these technology innovations

Please join us for this virtual event

5 Ways Technology Will Change How You Age

A new array of devices and services is transforming aging, making it easier for you to continue working, stay healthy, live at home, and remain connected to friends, family, and life’s small pleasures as you grow older.

Join us to hear research from the MIT AgeLab:

  • See how broad the universe and scope of these devices is for everyday tasks

  • Gain a better understanding of how these apps and devices can improve your quality of life

  • Learn how easy it is to try out some of these technology innovations

RSVP OnlineCall to reserve

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