Bank of America Coronavirus Resource Center See details
Big changes in healthcare – will they change your financial life?
Big changes in healthcare – will they change your financial life?

Watch experts answer key questions to help you prepare for rising costs and game-changing innovations in our healthcare system.

Register Now

Default Image

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.

Learn more about an advisor's background onFINRA's BrokerCheck

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

Managing Director

Wealth Management Advisor

Arnold Plonski,

CFP

Senior Vice President

Wealth Management Advisor

Joseph C Brigida,

CRPC,

CPFA

Financial 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

Senior 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

Michael James Pirozzi

Assistant 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

Eric Eng,

CRPC

Financial Advisor

Brett J. Albinson

Assistant 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

How to best prepare for the eventual sale of your business.

Sept 14th, 2021 | 5:30PM- EST

Sixty percent of owners plan to transition their business over the next 10 years. However, more than half do not have a formal succession plan in place. As a business owner, you know the importance of planning ahead.

Successfully transitioning a business is directly correlated to how early you begin planning. Research shows that business owners who began planning for their succession 10 years ahead of time had an 85% success rate while planning two years or less resulted in only a 25% success rate.

The goal of our panel discussion is to provide you with the broad insights to best execute the eventual sale of your business.

Tuesday, September 14, 2021 5:30p.m.

Panelists:
Chris Hennessey, CPA
Professor Emeritus of Law, Babson College
Putnam Business Advisory Group

Sean Hutchinson, CEPA, CMMA
RFN Advisory Group
Partner, Strategic Development and Partnerships (USA)

Tricia Kropp
Trust Specialist

Peter Lazor
Market Executive, Moderator

Sixty percent of owners plan to transition their business over the next 10 years. However, more than half do not have a formal succession plan in place. As a business owner, you know the importance of planning ahead.

Successfully transitioning a business is directly correlated to how early you begin planning. Research shows that business owners who began planning for their succession 10 years ahead of time had an 85% success rate while planning two years or less resulted in only a 25% success rate.

The goal of our panel discussion is to provide you with the broad insights to best execute the eventual sale of your business.

Tuesday, September 14, 2021 5:30p.m.

Panelists:
Chris Hennessey, CPA
Professor Emeritus of Law, Babson College
Putnam Business Advisory Group

Sean Hutchinson, CEPA, CMMA
RFN Advisory Group
Partner, Strategic Development and Partnerships (USA)

Tricia Kropp
Trust Specialist

Peter Lazor
Market Executive, Moderator

RSVP OnlineCall to reserve

Fading Tailwinds, New Opportunities

Sept 28th, 2021 | 4:30PM- EST

Merrill cordially invites you to an exclusive conversation with Joe Zidle, Chief Investment Strategist at Blackstone which is the largest alternative investments shop in the world. Having successfully navigated over 30 years of market cycles, Blackstone will be sharing challenges and opportunities they see in today’s investment landscape.

Tuesday, September 28,2021 4:30 PM

Host:
Peter Lazor – Merrill
Market Executive

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

 

Merrill cordially invites you to an exclusive conversation with Joe Zidle, Chief Investment Strategist at Blackstone which is the largest alternative investments shop in the world. Having successfully navigated over 30 years of market cycles, Blackstone will be sharing challenges and opportunities they see in today’s investment landscape.

Tuesday, September 28,2021 4:30 PM

Host:
Peter Lazor – Merrill
Market Executive

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

 

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