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STAMFORD, CT

Merrill Lynch Wealth Management Branch Office

Our willingness to invest in our people, our ability to leverage Merrill's investing resources and specialists and to provide access to Bank of America consumer and business banking services, positions us to help you devise strategies designed to preserve, grow and distribute your wealth.

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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.

Peter L Berry,

CRPC

Senior Vice President

Senior Financial Advisor

Ian Bass

First Vice President

Senior Financial Advisor

Sarah M Kennedy

Assistant Vice President

Financial Advisor

Scott B. Linke,

CPFA,

C(k)P,

CRPC

Senior Vice President

Senior Financial Advisor

Ivan Dolgins

Managing Director

Senior Financial Advisor

Forrest Close,

CDFA

Financial Advisor

Wei Chen,

CPFA,

CRPC

Assistant Vice President

Senior Financial Advisor

Michael F Pearson,

CFA,

CPFA,

CPWA,

ChFC,

CFP

Vice President

Wealth Management Advisor

Justin A Stevens,

CPFA,

CIMA

Senior Financial Advisor

Arisleyda D Riehl,

CPFA,

CRPC,

CIMA

Vice President

Wealth Management Advisor

Edward Iannone,

CFP,

CFA

Senior Financial Advisor

Richard L Dupuis

Vice President

Senior Financial Advisor

Michele Ann Matice,

CPWA,

CRPC

Vice President

Senior Financial Advisor

Dominick A DeRosa,

CPFA,

CFP,

CRPS,

CRPC

Senior Vice President

Wealth Management Advisor

Michael R. Sullivan,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Catherine M Tanzilli,

CRPC,

CTFA

Senior Vice President

Wealth Management Advisor

Julia Strayer,

CPWA,

CIMA,

CRPC

Senior Vice President

Wealth Management Advisor

Vince DiLullo

Vice President

Financial Advisor

William T Tassinaro

Assistant Vice President

Senior Financial Advisor

Robert Scott Logie,

CAIA

Senior Vice President

Financial Advisor

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

Careers

Merrill is seeking high-achieving financial advisors with records of success. If you have the drive, commitment and perseverance to succeed, we want you to consider joining forces with us…because it’s our goal, as well as yours, to get you to the next level faster.

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