The Dyer Team

Private Wealth Advisors
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We work for clients and families to organize, educate, advise and execute all aspects of their financial lives so they can achieve their goals and live their lives.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Robert Dyer

Robert Dyer

Managing Director

Private Wealth Advisor

Matthew Gatto

Matthew Gatto,

First Vice President

Private Wealth Manager

Kelsey  Merritt

Kelsey Merritt

Private Wealth Manager

Joseph Pirrone

Joseph Pirrone,

Vice President

Private Wealth Relationship Manager

Aaron Weser

Aaron Weser,

Vice President

Private Wealth Relationship Manager

Jade  Williams

Jade Williams,

Private Wealth Analyst Business Development

Helen Karachristos

Helen Karachristos

Private Wealth Associate

Erin  Byer

Erin Byer

Vice President

Private Wealth Analyst Business Management

Anthony  Shropshire

Anthony Shropshire,

Vice President

Wealth Management Advisor


Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, 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 Lynch’s Private Banking and Investment Group 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 its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch 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 that 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 sophisticated, highly customized 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.

Founded on Transparency

The clients we serve are decisive decision makers. But in a world of increasing complexity, they need a trusted resource to assess their options, research their particular circumstances, and pinpoint possible solutions.

We believe we excel at this challenge, presenting clients with the information they need to make deliberate and informed decisions. Through rigorous research and transparent analysis, we intensify our value to clients by helping them pursue their own best interests.

We’re highly skilled in systematically examining interdependent issues – investments, assets, executive compensation, trust and estate planning services, lending, cash flow—and triangulating the key factors that impact clients’ wealth, lives, and legacies. We’re clear communicators, ongoing educators, and resolute in our efforts to add measurable value and restore precious free time to the clients we serve.

Different by Design

We advise wealth creators – busy and dynamic individuals who have complex financial lives, multiple demands on their time, and high standards of excellence.

These clients recognize that their financial lives need analysis, clarity, and direction. Typically, they are senior executives, entrepreneurs, or hedge fund and private equity principals who are knowledgeable and sophisticated, but don’t have time to distill the many decision points that significant wealth can entail.

We work to make life easier for these clients and their families. Through transparent advice, in-depth analysis, and ongoing diligence, we strive to enhance their lives – financial and nonfinancial—so that they can pursue their objectives and aspirations with purpose and confidence.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group 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 Lynch 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 that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

The Dyer Team