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FIFTH AVENUE FINANCIAL CENTER

Merrill Lynch Branch Office

Welcome to the FIFTH AVENUE FINANCIAL CENTER 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

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

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 deeply committed financial advisors call upon Merrill Lynch’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 Izzo Group

Wealth Management Group

The Stern Group

Wealth Management

Xiang & Ku Group

Global Wealth & Investment Management

Vice President

Senior Financial Advisor

Peter J Cocolaras

Senior Vice President

Senior Financial Advisor

Matthew C Dupuis

Senior Vice President

Senior Financial Advisor

CRPC

Steven Neal

First Vice President

Senior Financial Advisor

Robert S Gerstein

Senior Vice President

Senior Consultant

Josefina Ang

Vice President

Senior Financial Advisor

CRPC

Peter J Ross

Wealth Management Advisor

CFA, CFP, CPM, CRPC

Patricia A Williams

Assistant Vice President

Senior Consultant

CDFA, CRPC

Robert Peters

Vice President

Wealth Management Advisor

CAIA, CPWA

Hilda Frost

Vice President

Senior Financial Advisor

Daniel M. Nolan

Senior Vice President

Senior Financial Advisor

CRPC

Kevin J Halpin

Vice President

Senior Financial Advisor

Gerald Peter Di Chiara

Vice President

Wealth Management Advisor

Ronald Slevin

Senior Vice President

Senior Financial Advisor

David A Paolino

Senior Vice President

Wealth Management Advisor

Paulina Rogawski

Senior Financial Advisor

CRPC

Nicholas Simonetti

Vice President

Senior Financial Advisor

CRPC

Joseph Boccaccio

Vice President

Senior Financial Advisor

CFP, CPWA, CRPC

Cynthia G Wolff

First Vice President

Wealth Management Advisor

CFP, CPWA

Clifford H Benfield

Senior Vice President

Wealth Management Advisor

AAMS, CFP, CRPC

Bruce Schultz

Senior Financial Advisor

CFP

David C Bobker

Vice President

Wealth Management Advisor

CRPC

Thomas C. Threlfall

Assistant Vice President

Wealth Management Advisor

CFP, CIMA

Peter Sanoulis

Assistant Vice President

Wealth Management Advisor

CRPC

Justin W Bliss

Vice President

Financial Advisor

CFP, CRPC

Robert K Deverna

Vice President

Senior Financial Advisor

CRPC

Michael A Davis

Senior Vice President

Wealth Management Advisor

CRPC

H Thomas Duffy

Senior Vice President

Senior Financial Advisor

CIMA, CPWA, CRPC

Jimmy Quan

First Vice President

Wealth Management Advisor

ADPA, CFP, CRPC

Sheri Kominsky

Senior Vice President

Senior Financial Advisor

Ryan V Antonacci

First Vice President

Senior Financial Advisor

CFP, CIMA

Stephen Q Adams

Vice President

Senior Financial Advisor

CRPC

Sam Xiang

Senior Financial Advisor

Vikas Mohindra

First Vice President

Senior Financial Advisor

CRPC

Tomoe Odahara

Senior Vice President

Senior Financial Advisor

CRPC

Jeffrey B Naschek

First Vice President

Senior Financial Advisor

CRPC

Amelia E Prounis

Senior Vice President

Senior Financial Advisor

Alison E Menna

Wealth Management Advisor

CFP, CRPC

Sally Cai

Vice President

Senior Financial Advisor

CFP, CRPC

Mark J Silversmith

Vice President

Senior Consultant

Zalmen Lazaroff

First Vice President

Senior Financial Advisor

CIMA, CRPC

W. Jonathan Palmer, Jr.

Assistant Vice President

Senior Financial Advisor

CRPC

Mark E Johnson

Senior Vice President

Senior Financial Advisor

Jin Hu

Vice President

Senior Financial Advisor

CFP, CRPC

Taylor A Hanex

Senior Vice President

Senior Financial Advisor

CRPC

Jack S Herling

Assistant Vice President

Senior Financial Advisor

CFP

Daniel P Krystyniak

First Vice President

Senior Financial Advisor

CRPC

David Fisher

Senior Vice President

Senior Financial Advisor

Thomas R DeSanctis

Vice President

Senior Financial Advisor

CRPC

Joseph H. Cruz

Wealth Management Advisor

CFP

Anthony W Smith

Vice President

Senior Financial Advisor

CRPC

Rachel Yibo Zhang

Senior Financial Advisor

CRPC

David P Filosa

Assistant Vice President

Financial Advisor

CFP

Robert S Lewton

First Vice President

Wealth Management Advisor

CRPC

Kevin J McLaughlin

Managing Director

Wealth Management Advisor

Lawrence C Liebers

Managing Director

Wealth Management Advisor

Kenneth J Nersesian

Senior Vice President

Senior Financial Advisor

CFP, CRPC

The Pupke Group

Senior Vice President

Wealth Management Advisor

CFP

Margot R Michalski

Vice President

Wealth Management Advisor

CFP, CRPC

Marvin L Waltuch

Managing Director

Senior Consultant

CRPC

David H Graham

Senior Vice President

Senior Financial Advisor

Vincent M Ambroselli

Senior Vice President

Wealth Management Advisor

CRPC

L Cliff Griffin

Senior Vice President

Senior Financial Advisor

CDFA, CIMA

Tony Golden

Director

Senior Financial Advisor

Dylan L. O'Shea

Assistant Vice President

Wealth Management Advisor

CFP

Amar B. Ramroop

Assistant Vice President

Financial Advisor

CFA, CFP, CRPC

Jonathan M Liebers

Vice President

Wealth Management Advisor

Maurice Eskenazi

Assistant Vice President

Senior Financial Advisor

Eric S Schoeman

Senior Vice President

Senior Financial Advisor

Patrick Errico

Assistant Vice President

Financial Advisor

Matthew W McKean

Director

Financial Advisor

CAP, CTFA

Market Leadership

Matthew Grossman| MLWM Market Executive| Managing Director

Matthew Grossman, the Market Executive (ME) within the Fifth Avenue Financial Center Branch, has been with Merrill Lynch since 1990. In partnership with the Office Management Team (OMT), he is responsible for the Branch’s business goals, driving the day- to-day performance and managing the overall financials. The Market Executive assumes the responsibility for recruiting and managing the sales and support teams through mentoring, coaching and consulting, and promotes access to Bank of America banking specialists and Merrill Lynch investment specialists to help ensure that the branch’s and enterprise’s full capabilities can be accessible to every client.

Mark Ricca| Associate Market Executive| Director

The Office Management Team (OMT) from the Fifth Avenue Financial Center Branch collaborates on executing strategic initiatives in the market: The administrative manager team has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the client relationship management team addresses all components of the client service experience while driving operational excellence; and the executive team adds its experience in providing the tools, training and support that are essential to the needs of the business and clients.

Paul Cohen| Client Relationship Manager| Vice President

Anthony Falconieri| Administrative Manager| Vice President

Catherine Fellows| Client Relationship Manager| Vice President

Michael Gonzalez| Administrative Manager| Vice President

Shirelle Nix| Client Relationship Manager| Vice President

Janet Parry| Administrative Manager| Vice President

Tara Hellemann| Associate Administrative Manager| Assistant 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, 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.

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