Bank of America Coronavirus Resource Center See details
Default Image

ROCKEFELLER CENTER, NY

Merrill Lynch Wealth Management Branch Office

Through Rockefeller 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.

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 branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping 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 potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our 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 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.

James E Foote

Senior Vice President

Senior Financial Advisor

Charles E. Branch,

CRPC

First Vice President

Senior Financial Advisor

Daniel T Kamanga,

CFA

Senior Vice President

Wealth Management Advisor

Alison S Bianco

Assistant Vice President

Financial Advisor

Daniel R Ellison

Senior Vice President

Senior Financial Advisor

Kenneth P Keenan,

CPFA,

CFP

Vice President

Wealth Management Advisor

Kevin Chau,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Don Sohn

Vice President

Senior Financial Advisor

Jeremy Stein,

CPFA,

CPWA

Senior Vice President

Wealth Management Advisor

Ramona Farrington

Vice President

Senior Financial Advisor

Lynn L Elliott,

CPFA

Senior Vice President

Senior Financial Advisor

William Gay

First Vice President

Senior Financial Advisor

Marc A Cosgrove

Senior 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

Robert Podolsky

Senior Vice President

Senior Financial Advisor

Peter G Grayson

First Vice President

Senior Financial Advisor

Rubin Magit

Vice President

Senior Financial Advisor

Joshua C Frankel

First Vice President

Senior Financial Advisor

David Lesser

Senior Vice President

Senior Financial Advisor

Jonathan P Brecht,

CPFA

Vice President

Senior Financial Advisor

Thomas P Rosenberg,

CRPC

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

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

Edward Robert Pachter

Senior Vice President

Senior Consultant

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

Eric M Schaffer,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Marc Karstaedt,

CPFA

Senior Vice President

Senior Financial Advisor

Ellen Chiang,

CRPS

Vice President

Wealth Management Advisor

Brian Heins,

ChFC

First Vice President

Wealth Management Advisor

Allan Fiore

First Vice President

Senior Financial Advisor

Andrew Tsiolas

Vice President

Senior Financial Advisor

Jason E Logan,

ChFC,

CFP

Financial Advisor

Nicholas Putnam

Vice President

Financial Advisor

Nick Fanneron,

CRPC

Financial Advisor

Harley Monk,

CPFA

Financial Advisor

David J. Loman,

CIMA,

CPFA,

CRPC

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

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