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THE GREAT NECK OFFICE

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 or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.

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Branch Office Profile

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 40 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, the branch helps support the economic, social and cultural life of the communities 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.

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.

Joseph S. Grieco,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Archibald "Arch(ie)" Walker,

CRPC,

CFP

Vice President

Wealth Management Advisor

Matt Tarin,

CPFA,

CFP

Assistant Vice President

Senior Financial Advisor

Robert Di Lorenzo,

CPFA

Senior Vice President

Senior Financial Advisor

Dennis W. Singh,

CPWA,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

Terence M. Higgins, Jr.,

CFP

Managing Director

Wealth Management Advisor

Robert T Steck,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Marvin Benak,

CPFA

Senior Vice President

Senior Financial Advisor

Amanda Barclay,

CDFA

Senior Vice President

Senior Financial Advisor

Mandy J. Rofe

Senior Vice President

Senior Financial Advisor

Christine M Savarese-Barral

Vice President

Senior Financial Advisor

Seth B Kaplan,

CRPC

Vice President

Senior Financial Advisor

Camillo D'Angelo,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Danny Xiao-Di Hu

First Vice President

Senior Financial Advisor

Edna Eidelberg,

CRPC

First Vice President

Wealth Management Advisor

Kevin O'Neill

Senior Financial Advisor

Brian Christopher O'Leary

Assistant Vice President

Financial Advisor

Frank Falco,

SE-AWMA

Managing Director

Senior Financial Advisor

Eric S Goodman

Vice President

Financial Advisor

Mark V Alberti

Vice President

Senior Financial Advisor

Victoria Z Smallberg

First Vice President

Senior Financial Advisor

Office Team

Nils Bosch| Resident Director| First Vice President

Andrew Cuffaro| Market Client Relationship Manager| Vice President

Jerry Legrand| Market Supervision Manager| Vice President

Nick Manchisi| 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, 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.

Careers 4

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