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Donnell, Phillips, Berkowitz & Byrne

Private Wealth Advisors

Donnell, Phillips, Berkowitz & Byrne

Private Wealth Advisors
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Your life is about more than investments. It’s about your business, your family and your legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.

Meet the Team

Your team includes private wealth advisors with Merrill Private Wealth Management as well as financial advisors from Merrill Lynch Wealth Management. Together, they work to help meet the specialized needs of individuals and families and to build relationships based on trust and personalized service. Read more about our team.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

Andrew C Lombardozzi

Andrew C Lombardozzi

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #571136


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.

William J Donnell

Barron’s Top 1,200 Financial Advisors in 2019

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

Marc L Berkowitz

Forbes “Best-in-State Wealth Advisors”  2018, 2019 & 2020

Joseph T Byrne

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

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

Donnell, Phillips, Berkowitz & Byrne

Founded in 1994, The Donnell, Phillips &Berkowitz Group, a team of private wealth advisors and dedicated financial professionals, have worked together to address the complex wealth management affairs of select corporate executives, business owners and families. We offer the best of both worlds – the personal attention of a boutique with an array of integrated wealth management, lifestyle and concierge services coupled with access to the global resources of Merrill.

Clients engage us because we offer a focused and disciplined approach that centers on personally meaningful goals. We synthesize our experience and the insight of Merrill specialists to craft strategies that are outcome driven and customized to client priorities. It is our belief that sound investment management begins with a rigorous discussion of a clients’ investment preferences – risk tolerance and time horizon. We help implement a strategy that can be maintained with confidence over time - regularly reviewing progress as we work to satisfy the needs and aspirations of the client.

Located in Greenwich, Connecticut, we serve clients throughout the United States. We invite prospects to contact us and welcome the opportunity to learn more about their wealth management needs.

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.

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.

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.

Donnell, Phillips, Berkowitz & Byrne

Private Wealth Advisors