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The Magrone Group

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Our mission is to coordinate, consolidate, and simplify our clients’ financial lives to enable them to focus on what is most significant to them and their family.  We speak in plain language about four key issues: 1) Lifetime; 2) Heirs; 3) Charity; and 4) Taxes. By focusing on each of these issues, we discern what is most important to each client, designing strategies to optimize long-term goals.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

David S Magrone

David S Magrone

Managing Director

Private Wealth Advisor

Ryan N Dubak

Ryan N Dubak,

First Vice President

Senior Private Wealth Relationship Manager

Daniel  Thoma

Daniel Thoma


Private Wealth Planner

Matthew J Moses

Matthew J Moses

Private Wealth Investment Management Specialist

Pilar Andrea Cantor

Pilar Andrea Cantor

Private Wealth Associate

Anisa  LaRochelle

Anisa LaRochelle

Registered Private Wealth Client Associate

Sarah  Courtney

Sarah Courtney

Private Wealth Client Associate



Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

David S Magrone

Forbes “Best-in-State Wealth Advisors”  2019-2020

Barron’s Top 1,200 Financial Advisors in 2014-2021

Barron’s “Top 50 Private Wealth Advisory Teams” list in 2019-2020.

Forbes’ “America’s Top 250 Wealth Advisors” in  2019-2020

Solutions designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

We are a leading wealth management advisory team headquartered in New York City.* We are privileged to work with a select group of ultra-affluent clients, helping them navigate the challenges and opportunities of significant wealth. We serve approximately 40 families who have entrusted us with approximately $2.21 billion in assets as of July 2019.

We advise wealth creators in three spheres of influence: (1) Finance (private equity and hedge fund principals); (2) Real Estate (investor, developers and managers); (3) Entrepreneurs and their respective extended families. Each client we advise is unique, with distinctive needs and priorities. We insist on customizing our approach for each client, marshaling the resources of Merrill Private Wealth Management to devise and implement tailored wealth strategies.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The Magrone Group

Private Wealth Advisors