DAVENPORT

Merrill Lynch Branch Office

Welcome to the DAVENPORT Branch. Our collaborative network allows us to draw on each other’s diverse experiences so we can offer you insights, perspectives, skills and strategies that have been designed to help you and your family lead the lives you want.

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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, including risk tolerance, objectives, time horizon and liquidity needs, goals for retirement lifestyles, 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 Lynch 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.

Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having 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 financial strategies designed to meet their long-term objectives.

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill Lynch 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.

As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, 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.

Branch Office Profile

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 a range of strategies designed to address each client’s unique goals.

Kathleen E Macdonald

Vice President

Wealth Management Advisor

CRPC

Joseph A Jerman

Vice President

Senior Financial Advisor

Lisa J Thomas

Senior Vice President

Wealth Management Advisor

CFP, CRPC

Brett A Korensky

Senior Vice President

Wealth Management Advisor

Wasana Pangan

Vice President

Wealth Management Advisor

CFP

Harold J Benkoski

Senior Vice President

Wealth Management Advisor

CFP

Ernest Grey Frerking

Senior Vice President

Wealth Management Advisor

CFP

Gary D Knight

Senior Vice President

Wealth Management Advisor

CFP

Lance J Giambelluca

Senior Vice President

Senior Resident Director - Wealth Management Advisor

CFP, ChFC, CRPC

Cathy Reed

Vice President

Senior Financial Advisor

Vincent R Abio

Vice President

Senior Financial Advisor

CRPC

Douglas Quint

Assistant Vice President

Financial Advisor

Davenport Office - Senior Resident Director & Staff

Lance Giambelluca| Senior Resident Director| Senior Vice President

CHFC, CRPC, CFP

Sandra Fair| Resident Director Assistant

Rachel Medina| Registered Senior Client Associate

Let’s Have a Conversation

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

Events

Attend one of our upcoming events

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Tax Reform: From the Hill to the Street: An Insider's Perspective

The Austin Country Club, 4408 Long Champ Drive, Austin, TX, 78746

Apr 3rd, 2018 | 5:00PM-8:00PM CST

 Eaton Vance: " Inside the beltway" insights with Jeff Bush, Political Speaker. We’ll keep you apprised of the latest developments in Washington and their potential impact on investors.
BlackRock will be presenting their 2018 Outlook

 Eaton Vance: " Inside the beltway" insights with Jeff Bush, Political Speaker. We’ll keep you apprised of the latest developments in Washington and their potential impact on investors.
BlackRock will be presenting their 2018 Outlook

Merrill Invitation

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Careers

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

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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 strategies and wealth management advice, products and services.

Access to Resources

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

Grow & Learn

Merrill Lynch 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