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ROCKEFELLER CENTER, NY

Merrill Lynch Wealth Management Branch Office

Through Rock Center'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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About Us

The financial advisors at our 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 management. Employing the broad resources of Merrill, our financial advisors can assist with retirement 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 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.

 

Client Commitment

As a Merrill Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial 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.

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.

Daniel T Kamanga,

CFA

Senior Vice President

Wealth Management Advisor

Daniel R Ellison

Senior Vice President

Senior Financial Advisor

Kenneth P Keenan,

CPFA, 

CFP

Vice President

Wealth Management Advisor

Jeremy Stein,

CPFA, 

CPWA

Senior Vice President

Wealth Management Advisor

Lynn L Elliott,

CPFA

Senior Vice President

Senior Financial Advisor

William Gay

Vice President

Senior Financial Advisor

Mary L Wiener,

CRPC

Vice President

Senior Financial Advisor

Anthony D Quattrochi,

CPFA

Vice President

Financial Advisor

Mitchell Winter,

CRPC

Managing Director

Wealth Management Advisor

Peter G Grayson

First Vice President

Senior Financial Advisor

Heinz G Kiebler

Vice President

Senior Consultant

Joshua C Frankel

First Vice President

Senior Financial Advisor

Carole J. Foxley,

CRPC, 

CFP

Vice President

Senior Consultant

Ryan Sahni,

CIMA

Financial Advisor

Adam Goldberg,

CPWA, 

CFP

Financial Advisor

Jonathan P Brecht,

CPFA

Vice President

Senior Financial Advisor

Sally H Bliss,

CRPC, 

CIMA

Vice President

Senior Consultant

Thomas P Rosenberg,

CRPC

Senior Vice President

Senior Financial Advisor

Nathan Lee,

CFP

Vice President

Wealth Management Advisor

Robert E Harrigan Jr,

CPFA, 

CRPC

Vice President

Senior Financial Advisor

Kyle R Conley,

CPFA, 

CPWA, 

CRPC

Senior Vice President

International Wealth Advisor

Gary Q Kokalari

Vice President

Senior Financial Advisor

Michael E Alviar

Vice President

Senior Financial Advisor

Michael R Rosenthal

Senior Vice President

Senior Financial Advisor

Brian Zorda,

ADPA, 

CFP

Senior Vice President

Wealth Management Advisor

Jon E Barovick

Senior Vice President

Senior Financial Advisor

Gary Giamo,

CAIA, 

CFA

First Vice President

Wealth Management Advisor

Eric M Schaffer,

CPFA, 

CRPC

First Vice President

Senior Financial Advisor

Marc Karstaedt,

CPFA

Senior Vice President

Senior Financial Advisor

Ellen Chiang,

CRPS

Vice President

Wealth Management Advisor

Cate Henry,

CDFA

Senior Vice President

Senior Consultant

Brian Heins,

ChFC

First Vice President

Wealth Management Advisor

Allan Fiore

First Vice President

Senior Financial Advisor

Andrew Tsiolas

Vice President

Financial Advisor

David Lesser

Senior Vice President

Senior Financial Advisor

Cathy L Hamill-Pidoto

Vice President

Senior Financial Advisor

Charles M Paulos,

CIMA

Senior Vice President

Wealth Management Advisor

Don Sohn

Vice President

Senior Financial Advisor

Elvira Baston

Vice President

Senior Consultant

Marc A Cosgrove

Senior Vice President

Senior Financial Advisor

Ramona Farrington

Vice President

Senior Financial Advisor

Rubin Magit

Vice President

Senior Financial Advisor

Jason E Logan,

ChFC, 

CFP

Vice President

Financial Advisor

Nick Fanneron,

CRPC

Financial Advisor

Nicholas Putnam

Vice President

Financial Advisor

James E Foote

Senior Vice President

Senior Financial Advisor

Kevin Chau,

CPFA, 

CFP

Senior Vice President

Wealth Management Advisor

Edward Robert Pachter

Senior Vice President

Senior Financial Advisor

Robert Podolsky

Senior Vice President

Senior Financial Advisor

Harley Monk,

CRPS

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, 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