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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

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

Stuart A Daniels,

CRPC

Senior Vice President

Senior Financial 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,

CEPA,

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,

CPFA,

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

Market Outlook

Jan 27th, 2021 | 4:30PM- EST

Host:
Peter Lazor

Date:
Wednesday January 27, 2021 4:30p.m.

Speaker:
Richard Bernstein
CEO/CIO Richard Bernstein Advisors LLC

Mr. Bernstein has over 39 years experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill, he held positions at E.F. Hutton and Chase Econometrics/IDC. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual "All-America Research Team" eighteen times, and is one of only fifty-seven analysts inducted into the Institutional Investor "Hall of Fame". He was twice named to both Fortune magazine’s "All-Star Analysts" and to Smart Money magazine’s "Power 30", and was a member of Registered Rep’s "Ten to watch" for 2012.

Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums

Please join the presentation 10 minutes before the start time.

Host:
Peter Lazor

Date:
Wednesday January 27, 2021 4:30p.m.

Speaker:
Richard Bernstein
CEO/CIO Richard Bernstein Advisors LLC

Mr. Bernstein has over 39 years experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill, he held positions at E.F. Hutton and Chase Econometrics/IDC. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual "All-America Research Team" eighteen times, and is one of only fifty-seven analysts inducted into the Institutional Investor "Hall of Fame". He was twice named to both Fortune magazine’s "All-Star Analysts" and to Smart Money magazine’s "Power 30", and was a member of Registered Rep’s "Ten to watch" for 2012.

Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums

Please join the presentation 10 minutes before the start time.

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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