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DAVENPORT

Merrill Lynch Wealth Management Branch Office

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

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Branch Office Profile

About Us

The branch’s wealth planning process begins as the team’s advisors get to know you. The branch's teams take the time to learn your priorities, goals for retirement lifestyles, financial funding for children’s and grandchildren’s education, complex business issues, cash management and the need for credit strategies. Once we fully understand clients’ wants, needs and goals, we can employ the broad investing resources of Merrill and also offer you access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing many financial challenges.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, the 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 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  experienced financial advisors work in teams, which gives us the opportunity to share ideas and collaborate with each other so that we can offer an approach designed to address each client’s unique goals.

Lisa J Thomas,

CPFA,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Brett A Korensky

Senior Vice President

Wealth Management Advisor

Wasana Pangan,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Gary D Knight,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Lance J. Giambelluca,

CRPC,

ChFC,

CFP

Senior Vice President

Senior Resident Director - Wealth Management Advisor

Bryan A Lawhon

Senior Financial Advisor

Abraham (Abe) Choi

Assistant Vice President

Senior Financial Advisor

Marissa Willis,

CPWA,

CDFA,

CFP

First Vice President

Wealth Management Advisor

Vince Abio,

C(k)P,

CPFA,

CRPC

Vice President

Senior Financial Advisor

Robert F. Escudero II,

CFP

Vice President

Financial Advisor

Justin Rodriguez,

CFP

Vice President

Financial Advisor

Rudy Gates,

CRPC

Senior Financial Advisor

Becca Hoffer Brocato

Senior Vice President

Senior Financial Advisor

Eric Vo,

CFP,

AWMA,

CRPC

Financial Advisor

Davenport Office - Senior Resident Director & Staff

Lance Giambelluca| Senior Resident Director| Senior Vice President

CRPC, CHFC, CFP

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 4

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