The Erdmann Group

Private Wealth Advisors
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Significant wealth requires sophisticated, highly customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.

Meet the Team

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

Jeff Erdmann

Jeff Erdmann

Managing Director

Private Wealth Advisor

203.861.5902
Robert  Giannetti

Robert Giannetti,

Managing Director

Private Wealth Advisor

203.861.5951
Mark A Brookfield

Mark A Brookfield,

Senior Vice President

Private Wealth Advisor

203.861.5962
Anthony Alan Carpentieri

Anthony Alan Carpentieri,

Senior Vice President

Private Wealth Advisor

203.863.7664
Thomas R Moran

Thomas R Moran,

Vice President

Private Wealth Relationship Manager

203.861.5966
Chelsea A Cammarota

Chelsea A Cammarota

Registered Private Wealth Associate

203.861.5986
Susan J Christy

Susan J Christy

Senior Private Wealth Associate

203.861.5928
Theadeen A Dalley

Theadeen A Dalley

Private Wealth Associate

203.861.5970
Kenneth C Doyle

Kenneth C Doyle

Private Wealth Associate

203.861.5914
Victoria  McGruder

Victoria McGruder,

Private Wealth Analyst Relationship Management

203.861.5907
Desiree  Nunes

Desiree Nunes

Registered Private Wealth Associate

203.863.7638
Patricia  Drpich

Patricia Drpich

Senior Private Wealth Associate

203.863.7639
Patricia A Scussel

Patricia A Scussel

Senior Private Wealth Associate

203.861.5919
Carey E Wunsch

Carey E Wunsch

Registered Client Associate

203.861.5982
Jeffrey W  Carroll

Jeffrey W Carroll

Registered Private Wealth Associate

Diana  Drpich

Diana Drpich

Private Wealth Associate

203.863.7669
Andrew Billinghurst

Andrew Billinghurst,

Vice President

Wealth Management Advisor

203.861.5910
Mitchell Lemmo

Mitchell Lemmo

Client Associate

203.861.5915
Read S Hubbard

Read S Hubbard

Vice President

Financial Advisor

203.861.5911
Benjamin C. Bryce

Benjamin C. Bryce,

Senior Vice President

Wealth Management Advisor

203.861.5936
Mario P Forlini

Mario P Forlini

Senior Vice President

Wealth Management Advisor

203.861.5930
Sergio L Forlini

Sergio L Forlini

Senior Vice President

Wealth Management Advisor

203.861.5905
William  Gorgas

William Gorgas,

Assistant Vice President

Investment Associate

203.861.5969
Charles  Glennon

Charles Glennon

First Vice President

Senior Financial Advisor

203.861.5999
Patricia A Cavicchia

Patricia A Cavicchia

Registered Senior Client Associate

203.861.5935
Michael J Iacobelli

Michael J Iacobelli

Financial Advisor

203.863.7610
Carla J Tisi

Carla J Tisi

Client Associate

212.418.2804
William B Shea

William B Shea

Vice President

Senior Financial Advisor

203.861.5961

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

The Erdmann Group

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Headquartered in Greenwich, Connecticut, The Erdmann Group has distinguished itself by providing customized advice and guidance to a select group of corporate executives, business owners and affluent families.

We are a 27 member team, serving approximately 150 households that have entrusted us with over $10.2 billion in client balances, as of August 2018. We are relentless in our focus on risk-adjusted performance relative to a client’s long-term goals. We bring warmth, compassion and coordination to clients’ wealth management that we feel is distinctive.

Our leader, Jeff Erdmann, has garnered a number of national accolades:

  • Forbes: Named #1 on Forbes ”America Top Wealth Advisor” list in 2016 and 2017.1
  • Barron’s: Top 100 Financial Advisors in the Nation, 2004 – 2017, including the Number 1 Advisor at Merrill Lynch from 2009 – 2017.2
  • Barron’s: Top Advisor Rankings, State-by-State, 2009 – 2017.3
  • Financial Times: Top 400 Financial Advisors, 2017.4
  • Research Magazine: Advisor Hall of Fame, 2010.5



*As published in the December 2010 issue of Research Magazine.  In their December issue, Research Magazine published their 2010 Advisor Hall of Fame.  Each candidate must meet certain quantitative thresholds such as their years of industry experience, as well as qualitative factors such as superior client service, recognition from peers & community, and is ultimately selected by a panel of three distinguished judges. 

*Source: Forbes "America's Top 250 Wealth Advisors" list, September 2017. For more information about the selection criteria, go to http://details-he.re/Kp7gMH. Forbes is a trademark of Forbes Media LLC. All rights reserved.

*Source: Barron's "America's Top 100 Advisors" list, April 17, 2017. For more information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 6, 2017.  For more information about the selection criteria, go to http://details-he.re/JxcfBM. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

*Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2017). For more information about the selection criteria, go to http://details-he.re/fWZZLQ.

The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

Value Proposition

We operate as a small boutique inside a global bank offering a suite of family office type services:

1. Wealth Management Planner – We clearly articulate how each financial decision impacts financial security; both in the long and short-term.  We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.

2. Investment Advisory Services – Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted.  The effort is to help secure, improve and preserve investment assets offering a completely objective asset allocation mix

3. Private Banker – Facilitate and take care of all credit and balance sheet management including mortgages, credit cards, basic banking, bill payment etc. 

4. Philanthropic Consultant – Assist families in their philanthropic pursuits to establish a family legacy as well as invest in the charitable causes that are most important to them.  

5. + Friend – We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced and celebrating with you with life events and when goals have been accomplished

Banking products and services provided by Bank of America, N.A.

Helping Families Navigate Significant Wealth

Clients’ lifestyle needs, cash-flow requirements, and wealth preservation goals are the foundation of our work. We begin by asking what matters to the families we serve, and we never stop asking that question. We have built our team from the ground up to respond to the needs of significant wealth.

We have extensive experience advising clients before, during, and after life’s transitions:

  • Family transitions, such as births, weddings, deaths, or divorces
  • Purchase, sale, merger, or transfer of a business
  • Executive decisions, such as retirement, deferred compensation, board involvement, gifting of a business, or taxes in consultation with your tax professionals
  • Philanthropic endeavors, managing and consulting services for foundations and endowments, and personal gifting

 

Focused on Consistency

We work with highly successful families who have created significant wealth through years of hard work and sacrifice. We help these clients preserve, deploy, and diversify that wealth effectively. Our first priority is to help families maintain their lifestyles through varied environments.



As wealth managers, we resist fads and group think. We focus our energies on identifying the managers and strategies that we believe can deliver consistent, prudent returns. We offer access to preeminent investment advisors across the globe; we continually assess investment allocations relative to a client’s risk profile and return objectives.

A Balanced Approach to Life and Wealth


Our team works with clients to nurture a balanced approach to life and wealth, encompassing multiple priorities: family, health, career, and philanthropy. We believe strongly that “success” has many definitions and we strive to be a critical resource for families as they pursue engaged and fulfilled lives.

We recognize that affluence can place unusual demands on families. We offer a range of services to promote lasting legacies through the positive transmission of values and wealth. Specifically, we work with highly respected professionals who can facilitate constructive dialogue about a family’s collective vision and expectations of wealth for multiple generations.

 

An Emphasis on the Family

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We recognize that affluence can place unusual demands on families. We offer a range of services to promote the positive transmission of values and wealth between generations. Specifically, we partner with highly respected professionals who can facilitate constructive dialogue within families about their collective vision and expectations of wealth. These sessions enable families to defuse the potential pressures that accompany wealth so that they can more fully enjoy the responsibilities and opportunities that affluence presents.

"We make it a point to understand what matters most to each client, whether they’re a retired teacher or selling their company. What will they need to live on and to help their children? Can they afford to buy a second home? How should they support causes near and dear and what about their legacy? It’s about understanding the goals they have for their money.” Jeff Erdmann, Private Wealth Advisor

 

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.

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 Erdmann Group