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FIFTH AVENUE FINANCIAL CENTER

Merrill Lynch Wealth Management 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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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 Stern Group

Wealth Management

Xiang & Ku Group

Global Wealth & Investment Management

Joseph DeBono,

CPFA

Vice President

Senior Financial Advisor

Roy Ku,

CPWA

Financial Advisor

Peter J Cocolaras

Senior Vice President

Senior Financial Advisor

Georgina Nico,

CFP,

CRPC

First Vice President

Wealth Management Advisor

Matthew C Dupuis,

CRPC

Managing Director

Senior Financial Advisor

Bert M Halliday,

CRPC

Senior Vice President

Senior Financial Advisor

Steven Neal

First Vice President

Senior Financial Advisor

Josefina Ang,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Peter J Ross,

CPM,

CRPC,

CFP,

CFA

First Vice President

Wealth Management Advisor

Hilda Frost

First Vice President

Senior Financial Advisor

Daniel M. Nolan,

CRPC

Senior Vice President

Senior Financial Advisor

Kevin J Halpin

Vice President

Senior Financial Advisor

Ronald Slevin

Senior Vice President

Senior Financial Advisor

John Lahoud,

CPFA,

CPM,

CFP

Managing Director

Wealth Management Advisor

Jayne D. Finst,

CPFA,

CPWA

Assistant Vice President

Wealth Management Advisor

David A Paolino

Senior Vice President

Wealth Management Advisor

Nicholas Simonetti,

CPFA,

CRPC

First Vice President

Senior Financial Advisor

Joseph Boccaccio,

CPWA,

CFP,

CRPC

Vice President

Senior Financial Advisor

Cynthia G Wolff,

CPWA,

CFP

Senior Vice President

Wealth Management Advisor

Clifford H Benfield,

CRPC,

CFP,

AAMS

Senior Vice President

Wealth Management Advisor

David C Bobker,

CPFA,

CRPC

Vice President

Wealth Management Advisor

Peter Sanoulis,

CRPC

Wealth Management Advisor

Jaime Wright,

CPWA

Vice President

Wealth Management Advisor

Justin W Bliss,

CFP,

CPFA,

CRPC

Senior Vice President

Financial Advisor

Dylan L. O'Shea,

CPFA,

CFP

Assistant Vice President

Wealth Management Advisor

Michael J Luparella,

CFP

Assistant Vice President

Senior Financial Advisor

Robert K Deverna,

CRPC

Vice President

Senior Financial Advisor

Michael A Davis,

CRPC

Senior Vice President

Wealth Management Advisor

Thomas Duffy,

CPFA,

CPWA,

CIMA,

CRPC

Senior Vice President

Wealth Management Advisor

Sheri Kominsky

Senior Vice President

Senior Financial Advisor

Ryan V Antonacci,

CPFA,

CIMA,

CFP

First Vice President

Financial Advisor

Sam Xiang,

CPFA

Vice President

Senior Financial Advisor

Vikas Mohindra,

CPFA,

CRPC

First Vice President

Senior Financial Advisor

Tomoe Odahara,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Douglas M Mellert,

CPFA,

CRPC

Managing Director

International Wealth Advisor

Jeffrey B Naschek,

CRPC

First Vice President

Senior Financial Advisor

Amelia E Prounis,

CPFA

Senior Vice President

Senior Financial Advisor

Alison E Menna,

CFP,

CRPC

Vice President

Wealth Management Advisor

Sally Cai,

CRPC,

CFP

First Vice President

Senior Financial Advisor

Arthur Sherman

Senior Vice President

Senior Financial Advisor

Wojciech Domagala,

CPFA,

CFA

Assistant Vice President

Wealth Management Advisor

Zalmen Lazaroff,

CPFA,

CRPC,

CIMA

Senior Vice President

Wealth Management Advisor

Mark E Johnson

Senior Vice President

Senior Financial Advisor

Brian J. Raimondi

Assistant Vice President

Senior Financial Advisor

Jin Hu,

CPFA,

CRPC,

CFP

Vice President

Wealth Management Advisor

Taylor A Hanex,

CRPC

Senior Vice President

Senior Financial Advisor

Jack S Herling,

CPFA,

CFP

Assistant Vice President

Wealth Management Advisor

Daniel P Krystyniak,

CRPC

First Vice President

Senior Financial Advisor

David Fisher

Senior Vice President

Senior Financial Advisor

Thomas R DeSanctis,

CRPC

First Vice President

Senior Financial Advisor

Joseph H. Cruz,

CFP

Vice President

Wealth Management Advisor

Anthony W Smith,

CRPC

Vice President

Senior Financial Advisor

Jonathan M Liebers

Vice President

Wealth Management Advisor

Rachel Yibo Zhang,

CPFA,

CRPC

Senior Financial Advisor

Zachary N. Howland,

CFP

Vice President

Wealth Management Advisor

Robert S Lewton,

CPFA,

CRPC

First Vice President

Wealth Management Advisor

Kevin J McLaughlin,

CPFA

Managing Director

Wealth Management Advisor

Maurice Eskenazi

Vice President

Senior Financial Advisor

Lawrence C Liebers,

CPFA

Managing Director

Wealth Management Advisor

Eric S Schoeman

Senior Vice President

Senior Financial Advisor

Kenneth J Nersesian,

CPFA,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

The Pupke Group,

CFP

Senior Vice President

Wealth Management Advisor

Margot R Michalski,

CFP,

CRPC

Vice President

Wealth Management Advisor

Vincent M Ambroselli,

CPFA,

CRPC

Senior Vice President

International Wealth Advisor

L. Cliff Griffin,

CDFA,

CIMA

Senior Vice President

Wealth Management Advisor

Tony Golden

Director

Senior Financial Advisor

Jonathan Zelin

Assistant Vice President

Financial Advisor

Laurie Foster,

CDFA

Financial Advisor

Patrick Errico

Assistant Vice President

Financial Advisor

Louis Porta,

CAIA,

CIMA,

CFA,

CFP

Managing Director

Financial Advisor

Sean O'Donnell

Assistant Vice President

Financial Advisor

Anna Ryan,

CFP

Financial Advisor

Shiva Rajpal,

CFP

Financial Advisor

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 Wealth Management since 1990. In partnership with the Office Management Team (OMT), heis 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 investment specialists to help ensure that the branch’s and enterprise’s full capabilities can be accessible to every client.

Michael Barch| Associate Market Manager| Director

Paul Cohen| Client Relationship Manager| Vice President

Anthony Falconieri| Market Supervision Manager| Vice President

Catherine Fellows| Client Relationship Manager| Vice President

Michael Gonzalez| Market Supervision Manager| Vice President

Tara Hellemann| Market Supervision Manager| Vice President

Shirelle Nix| Client Relationship Manager| Vice President

Janet Parry| Market Supervision 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