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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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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, 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.

Culture

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.

Community 

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 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 Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial 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.

Branch Office Profile

Advisors at This Location

Our deeply committed financial 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

Matthew C Dupuis,

CRPC

Senior Vice President

Senior Financial Advisor

Steven Neal

First Vice President

Senior Financial Advisor

Robert S Gerstein

Senior Vice President

Senior Consultant

Josefina Ang,

CPFA, 

CRPC

Senior Vice President

Senior Financial Advisor

Peter J Ross,

CPM, 

CRPC, 

CFP, 

CFA

First Vice President

Wealth Management Advisor

Patricia A Williams,

CDFA, 

CRPC

Assistant Vice President

Senior Consultant

Hilda Frost

Vice President

Senior Financial Advisor

Daniel M. Nolan,

CRPC

Senior Vice President

Senior Financial Advisor

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

Jayne D. Finst,

CPFA, 

CPWA

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

Bruce Schultz,

CFP

Senior Financial Advisor

David C Bobker,

CPFA, 

CRPC

Vice President

Wealth Management Advisor

Thomas C. Threlfall,

CFP, 

CIMA

Vice President

Wealth Management Advisor

Peter Sanoulis,

CRPC

Assistant Vice President

Wealth Management Advisor

Justin W Bliss,

CFP, 

CPFA, 

CRPC

First Vice President

Financial Advisor

Michael J Luparella,

CFP

Assistant Vice President

Financial Advisor

Robert K Deverna,

CRPC

Vice President

Senior Financial Advisor

Michael A Davis,

CRPC

Senior Vice President

Wealth Management Advisor

H 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

Sales Manager

Sam Xiang,

CPFA

Assistant 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

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

Vice President

Senior Financial Advisor

Wojciech Domagala,

CPFA, 

CFA

Wealth Management Advisor

Mark J Silversmith

Vice President

Senior Consultant

Zalmen Lazaroff,

CPFA, 

CRPC, 

CIMA

Senior Vice President

Wealth Management Advisor

W. Jonathan Palmer, Jr.,

CRPC

Assistant Vice President

Senior Financial 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

Wealth Management Advisor

Anthony W Smith,

CRPC

Vice President

Senior Financial Advisor

Rachel Yibo Zhang,

CRPC

Senior Financial Advisor

Robert S Lewton,

CPFA, 

CRPC

First Vice President

Wealth Management Advisor

Kevin J McLaughlin,

CPFA

Managing Director

Wealth Management Advisor

Lawrence C Liebers,

CPFA

Managing Director

Wealth Management 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

Marvin L Waltuch,

CRPC

Managing Director

Senior Consultant

David H Graham,

CPFA

Senior Vice President

Senior Financial Advisor

Vincent M Ambroselli,

CRPC

Senior Vice President

Wealth Management Advisor

Stephen Lee,

CIMA

Financial Advisor

L Cliff Griffin,

CDFA, 

CIMA

Senior Vice President

Senior Financial Advisor

Tony Golden

Director

Senior Financial Advisor

Dylan L. O'Shea,

CPFA, 

CFP

Assistant Vice President

Wealth Management Advisor

Amar B. Ramroop,

CFA, 

CFP, 

CRPC

Assistant Vice President

Financial Advisor

Jonathan M Liebers

Vice President

Wealth Management Advisor

Debra J Reyle

Senior Financial 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,

CTFA, 

CAP

Director

Financial Advisor

Bert M Halliday,

CRPC

Senior Vice President

Senior Financial Advisor

Douglas M Mellert,

CPFA, 

CRPC

Managing Director

International Wealth Advisor

Georgina Nico,

CFP, 

CRPC

First Vice President

Wealth Management Advisor

John Lahoud,

CPM, 

CFP

Managing Director

Wealth Management Advisor

Louis Porta,

CAIA, 

CIMA, 

CFA, 

CFP

Managing Director

Financial Advisor

Zachary N. Howland,

CFP

Vice President

Wealth Management Advisor

Jaime Wright

Vice President

Senior Financial Advisor

Arthur Sherman

First Vice President

Senior 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), 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 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.

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, 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 Wealth Managment 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 Wealth Management