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MORRISTOWN, NJ

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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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 entire branch staff—operations, administration, support and divisional executives—takes pride in being part of an organization that is focused on providing exceptional client service and satisfaction. Because of the commitment of our total branch, we believe we can deliver services that help you meet virtually every investment challenge you may face.

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 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 GCCA Group

Wealth Management Advisors

The RT Group

Wealth Management Group

Elizabeth McKenna,

ChSNC,

CFP

First Vice President

Wealth Management Advisor

Nicholas A DeNucci,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Arnold Plonski,

CFP

Senior Vice President

Wealth Management Advisor

Michael Stefani,

CFP

Vice President

Wealth Management Advisor

Frederick E Walter,

CRPC,

CFP

First Vice President

Wealth Management Advisor

Patrick R Mc Namara,

CRPC

Senior Vice President

Wealth Management Advisor

Christopher M Riley,

CFP

Assistant Vice President

Senior Financial Advisor

Joseph S DeMarzo,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

Sunil Joshi,

CPFA

Vice President

Senior Financial Advisor

Justin J Lynch,

CRPC

Assistant Vice President

Senior Financial Advisor

Sean E Conley

First Vice President

Senior Financial Advisor

Cristy Kaur,

CPFA

Vice President

Financial Advisor

Kearney Vrabel,

CPFA,

CIMA,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Erik S Beiermeister,

CPFA,

C(k)P,

CRPC,

CFP

Vice President

Wealth Management Advisor

Jon Kempner,

CPFA,

CPWA,

CFP

First Vice President

Senior Financial Advisor

Stuart A Daniels,

CRPC

Senior Vice President

Senior Financial Advisor

Dominick R Scavelli,

CPWA,

CFP

Vice President

Wealth Management Advisor

Barry A Mendelsohn

First Vice President

Senior Financial Advisor

Mario N Milelli,

CRPC

Vice President

Senior Financial Advisor

Ken P Fukushima,

CFP

First Vice President

Wealth Management Advisor

Lisa C La Vecchia,

CPFA,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Geoffrey A Stubbs,

CFP

Senior Vice President

Wealth Management Advisor

Joseph S Grippo,

CPFA,

C(k)P

Senior Vice President

Wealth Management Advisor

Michael Somekh

Vice President

Senior Financial Advisor

Robert F D'Alia,

CPFA

First Vice President

Senior Financial Advisor

Greg Bayvel,

CTFA,

CFP

Assistant Vice President

Senior Financial Advisor

J Donald Tansey,

CRPC

Senior Vice President

Wealth Management Advisor

Thomas S Gibbons

Vice President

Senior Financial Advisor

Sungmin Ryan Park

Senior Vice President

Wealth Management Advisor

Patrick York,

CFP,

CRPC

Vice President

Senior Financial Advisor

Stephen Kowalski,

CPFA,

C(k)P,

CRPC,

CFP

Vice President

Wealth Management Advisor

John H Hemmens,

CPFA,

C(k)P,

CRPC

Vice President

Senior Financial Advisor

William B Ciccone,

CPWA

Vice President

Financial Advisor

Manuel Ruiz

Vice President

Financial Advisor

Vincent G DiPaola,

ChFC,

CRPC

Vice President

Financial Advisor

Meet the Office Management Team

Peter Lazor| MLWM Market Executive| Director

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.

Events

Leadership in Turbulent Times

Sept 24th, 2020 | 4:30PM-5:30PM EST

As the United States and the world grapple with the devastating impact of the COVID-19 pandemic, America’s “historian-in-chief” Doris Kearns Goodwin reflects upon our shared past to put into context this defining moment in our nation’s history: A crisis so daunting, so deadly and economically damaging that it has completely upended our everyday lives. History provides lessons. History provides solace. History provides hope.

Thursday, September 24, 2020 | 4:30 p.m. – 5:30 p.m. ET

4:30 p.m. Welcome and Introduction

Lindsay Hans

Managing Director, Mid Atlantic Division, Merrill

Fireside Chat with Doris Kearns Goodwin

Presidential Historian and Pulizter Prize-winning Author

5:10 p.m. Q&A

5:30 p.m. Virtual Discussion Concludes

Please RSVP by September 18, 2020 with this link.

Webcast details will be provided to attendees closer to the event date.

 

 

As the United States and the world grapple with the devastating impact of the COVID-19 pandemic, America’s “historian-in-chief” Doris Kearns Goodwin reflects upon our shared past to put into context this defining moment in our nation’s history: A crisis so daunting, so deadly and economically damaging that it has completely upended our everyday lives. History provides lessons. History provides solace. History provides hope.

Thursday, September 24, 2020 | 4:30 p.m. – 5:30 p.m. ET

4:30 p.m. Welcome and Introduction

Lindsay Hans

Managing Director, Mid Atlantic Division, Merrill

Fireside Chat with Doris Kearns Goodwin

Presidential Historian and Pulizter Prize-winning Author

5:10 p.m. Q&A

5:30 p.m. Virtual Discussion Concludes

Please RSVP by September 18, 2020 with this link.

Webcast details will be provided to attendees closer to the event date.

 

 

RSVP OnlineCall to reserve

Seeking Outperformance in this new COVID Era with Joe Zidle, Blackstone CIO

Sept 29th, 2020 | 12:00PM- EST

A Macro View of the Current Times.

Merrill cordially invites you to a capital markets update with Joe Zidle, the Chief Investment Strategist at Blackstone. Mr. Zidle will be discussing the challenges and opportunities he is seeing to navigate and capture outperformance in this new COVID era.

Host: Peter Lazor – Merrill Market Executive

Tuesday, September 29,2020 at 12:00 PM

WebEx and Conference Line: Please RSVP by September 25th with your Financial Advisor

Speaker: Joe Zidle - Blackstone Chief Investment Strategist Private Wealth Solutions

Joe Zidle is a Managing Director and the Chief Investment Strategist in the Private Wealth Solutions group. Previously, he worked at Richard Bernstein Advisors, an independent investment advisor, where he was responsible for portfolio strategy, asset allocation, investment management and marketing to major wealth management firms and independent RIAs. Mr. Zidle previously spent nearly a decade at Bank of America Merrill Lynch, most recently serving as Head of Investment Strategy for Global Wealth Management and Deputy Director of the Research Investment Committee, where he was responsible for creating and communicating global investment strategies to the firm’s private client division across all major investment disciplines. Mr. Zidle holds a Bachelor of Arts degree in Economics and History from Emory University. From 1993 to 2001, he served as a specialist in military intelligence for the U.S. Army Reserves.

A Macro View of the Current Times.

Merrill cordially invites you to a capital markets update with Joe Zidle, the Chief Investment Strategist at Blackstone. Mr. Zidle will be discussing the challenges and opportunities he is seeing to navigate and capture outperformance in this new COVID era.

Host: Peter Lazor – Merrill Market Executive

Tuesday, September 29,2020 at 12:00 PM

WebEx and Conference Line: Please RSVP by September 25th with your Financial Advisor

Speaker: Joe Zidle - Blackstone Chief Investment Strategist Private Wealth Solutions

Joe Zidle is a Managing Director and the Chief Investment Strategist in the Private Wealth Solutions group. Previously, he worked at Richard Bernstein Advisors, an independent investment advisor, where he was responsible for portfolio strategy, asset allocation, investment management and marketing to major wealth management firms and independent RIAs. Mr. Zidle previously spent nearly a decade at Bank of America Merrill Lynch, most recently serving as Head of Investment Strategy for Global Wealth Management and Deputy Director of the Research Investment Committee, where he was responsible for creating and communicating global investment strategies to the firm’s private client division across all major investment disciplines. Mr. Zidle holds a Bachelor of Arts degree in Economics and History from Emory University. From 1993 to 2001, he served as a specialist in military intelligence for the U.S. Army Reserves.

RSVP OnlineCall to reserve

Washington Update with Jeff Bush

Oct 13th, 2020 | 12:30PM- EST

Market and Election Update

As a speaker and author, Jeff Bush is known for his unique ability to translate complex tax and fiscal information from Washington, D.C. into winning growth strategies. Jeff has predicted numerous political events, most recently the Democratic Party’s takeover of the House of Representatives and the continued Republican majority in the Senate resulting from the 2018 mid-term elections. This insight gave investors and their professional advisors an opportunity to prepare for the political changes that would impact their bottom line.

Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, a group of the industry’s nonpartisan experts on all things Washington.

Please RSVP by October 8th with your Financial Advisor.

Market and Election Update

As a speaker and author, Jeff Bush is known for his unique ability to translate complex tax and fiscal information from Washington, D.C. into winning growth strategies. Jeff has predicted numerous political events, most recently the Democratic Party’s takeover of the House of Representatives and the continued Republican majority in the Senate resulting from the 2018 mid-term elections. This insight gave investors and their professional advisors an opportunity to prepare for the political changes that would impact their bottom line.

Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, a group of the industry’s nonpartisan experts on all things Washington.

Please RSVP by October 8th with your Financial Advisor.

RSVP OnlineCall to reserve

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