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Director-Market Executive

NORTH SHORE, NY

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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In these turbulent times, we believe it has never been more important to have a financial advisor who asks the right questions and can create a framework designed to help you achieve your own, your family’s, and your business’s objectives. Our branch has over 90 financial advisors, which gives us the opportunity to share ideas and resources and to offer clients strategies that come from years of combined wealth management knowledge and experience. We work hard to gain clients’ trust and we take the responsibility that comes with that trust very seriously.

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.

 

As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, 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.

Jeffrey F Smith

Vice President

Senior Consultant

Nancy Grodin

Vice President

Senior Consultant

Joseph S. Grieco

Senior Vice President

Senior Financial Advisor

CRPC, CPFA

Archibald "Arch(ie)" Walker

Vice President

Wealth Management Advisor

CFP, CRPC

William L Tripodo

First Vice President

Wealth Management Advisor

CRPC, CPFA

Robert Di Lorenzo

Senior Vice President

Senior Financial Advisor

CPFA

Dennis W. Singh

Assistant Vice President

Wealth Management Advisor

CFP, CRPC, CPFA

Terence M. Higgins, Jr.

Vice President

Wealth Management Advisor

CFP

Robert T Steck

Senior Vice President

Wealth Management Advisor

CFP, CPFA

Marvin Benak

Assistant Vice President

Financial Advisor

Louis Fiore

Vice President

Senior Consultant

CDFA, CFP

Vito Mannino

Senior Vice President

Senior Financial Advisor

CRPC

Wayne Lee

Vice President

Wealth Management Advisor

CFP

Amanda Barclay

Senior Vice President

Senior Financial Advisor

CDFA

Christine M Savarese-Barral

Vice President

Senior Financial Advisor

M. Silvana Serravillo-Graci

Vice President

Senior Financial Advisor

Paul L Cuneo

Managing Director

Wealth Management Advisor

CIMA, CPFA

William A Tripodo

Senior Financial Advisor

CFP

Seth B Kaplan

Vice President

Senior Financial Advisor

CRPC

Camillo D'Angelo

Senior Vice President

Senior Financial Advisor

CRPC, CPFA

Danny Xiao-Di Hu

Vice President

Senior Financial Advisor

Edna Eidelberg

First Vice President

Wealth Management Advisor

CRPC

Financial Advisor

Joseph Anthony Giardino

Vice President

Senior Financial Advisor

Mark A Gutner

Senior Vice President

Senior Financial Advisor

Michele Pasqualina, Vice President and Holly Valinotti, Client Associate

Michele Pasqualina

Vice President

Financial Advisor

Vincent D Grieco

Registered Client Associate

Roei R Gigi

Senior Vice President

Senior Resident Director

CRPC

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