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PARK AVENUE 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

About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America’s estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating 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.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning 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.

Philip S Moran,

CDFA

Senior Vice President

Senior Financial Advisor

Robert R. Bratman,

CRPC

Vice President

Senior Financial Advisor

Han K Wang

Senior Vice President

Senior Financial Advisor

Linda G Davila

Senior Vice President

Wealth Management Advisor

John J Gallagher

Vice President

Senior Financial Advisor

Aaron Blumenthal,

CPWA

Vice President

Wealth Management Advisor

Philip Dandridge Weyhe,

CSRIC,

CAP

Senior Vice President

Senior Financial Advisor

Caroline M Ross,

SE-AWMA,

CPFA,

CIMA,

CRPC

Senior Vice President

Wealth Management Advisor

Andrew S Cecil

Vice President

Senior Financial Advisor

Michael Jared Kaufman

Assistant Vice President

Senior Financial Advisor

Keith Matthew Conboy,

CRPC

Senior Vice President

Wealth Management Advisor

Eric Frey,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

Lifan Shen,

CPFA,

CFA

Senior Vice President

Resident Director - Wealth Management Advisor

Glen Zaintz,

CPWA

First Vice President

Wealth Management Advisor

John E Levine,

SE-AWMA,

CPFA,

CPWA,

CAIA,

CFP

Senior Vice President

Wealth Management Advisor

Wendy S Brown,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

John Drennan,

CPFA,

CPWA

Assistant Vice President

Wealth Management Advisor

Steven J LaBanca,

CPFA,

C(k)P,

CRPC

Assistant Vice President

Senior Financial Advisor

John Calarco,

ChFC

Senior Vice President

Senior Financial Advisor

Lionel David Warshauer

Vice President

Wealth Management Advisor

Joseph Kasell

Vice President

Senior Financial Advisor

Phil McCarthy

Assistant Vice President

Senior Financial Advisor

Wayne W Pon,

CPFA,

CRPC

Vice President

Senior Financial Advisor

David Yawitz,

CRPC

Senior Financial Advisor

Christopher Haliskoe

Vice President

Senior Financial Advisor

Charles A. Bell,

CFP

Senior Vice President

Senior Financial Advisor

William Bane,

CFA

Vice President

Wealth Management Advisor

Stephen A. Tricarico,

CRPC

First Vice President

Senior Financial Advisor

BRADLEY J. STOLER,

CPFA,

RMA,

CPWA

First Vice President

Wealth Management Advisor

Maurice A. Lyle,

CSRIC,

AWMA,

CRPC

Financial Advisor

Harris Chan

Vice President

Senior Financial Advisor

Judith Miara,

CRPC

Financial Advisor

Edward Naylor

First Vice President

Wealth Management Advisor

Michael A Gatti,

CFP

Vice President

Senior Financial Advisor

Christine Alexander Jalowski,

ChFC,

CFP,

CRPC

Financial Advisor

James Michael Glass

Assistant Vice President

Financial Advisor

Jason Eric Kornreich,

CRPC,

CFP

Vice President

Financial Advisor

Ian Smith

Vice President

Financial Advisor

Michael Riomao

Senior Vice President

Senior Financial Advisor

Amber Michelle Soden

First Vice President

Financial Advisor

Marco Sementilli,

CPWA,

CFA

First Vice President

Financial Advisor

John Edelman,

SE-AWMA,

CAIA

Financial Advisor

Matthew Lerman,

CFP

Senior Financial Advisor

Elisabeth Dewailly,

CFA,

CSRIC,

CPFA,

CFP

Vice President

Senior Financial Advisor

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