Donnell, Phillips, Berkowitz & Byrne

Private Wealth Advisors

Donnell, Phillips, Berkowitz & Byrne

Private Wealth Advisors
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Your wealth is about more than investments. It’s about your life, your business and your family 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

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Additional Resources

Andrew C Lombardozzi

Andrew C Lombardozzi

Senior Wealth Management Lending Officer NMLS # 571136

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. 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

Marc L Berkowitz

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

Strategies 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 Lynch.

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 Lynch 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 an investment strategy that can be maintained with confidence over time - regularly monitoring 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.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of wealthy 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, help you monitor it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and we 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.

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 wealth, 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 a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

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 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