We help a select group of individuals and families manage and simplify their finances and investments. They face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources and customized financial strategies to help simplify their lives so they can spend more time pursuing what matters most to them. We are experienced in addressing the unique challenges presented by newly acquired wealth.
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.
Assistant Vice President
Private Wealth Investment Management Specialist
203.972.2530Merrill 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.
Bank of America Corporation’s David Brady Community Service Award 2020
Barron’s “Top 100 Private Wealth Management Teams” list in 2021, 2022
Barron’s Top 1,200 Financial Advisors in 2017 - 2022
Forbes’ “America’s Top Wealth Advisors” in 2018 - 2021
Forbes “Best-in-State Wealth Advisors” 2018 - 2022
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.
We are a 6-person wealth management advisory team with over 90 years of combined industry experience located in New Canaan, Connecticut. We serve affluent and ultra-affluent clients throughout the United States. Clients are drawn to our group because of our experience, knowledge, and responsiveness. We maintain strong, long-term relationships with clients who appreciate our analytical investment approach and high level of personalized client service.
We help a select group of individuals and families manage and simplify their finances and investments. They face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources, and customized financial strategies to help simplify their lives so they can spend more time pursuing what matters most to them. We are experienced in addressing the unique challenges presented by newly acquired wealth.
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.
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 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 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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.
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.
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