The Jancisin Group

The Jancisin Group

Private Wealth Advisors
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In understanding the challenges that can accompany financial success, and recognizing how those challenges change over time, we at the Jancisin group leverage our experience and knowledge, along with the resources of Merrill, to guide you and your family to help achieve the life you desire.

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 of wealth and to build relationships based on trust and personalized service.  Read more about our team.

David S Jancisin

David S Jancisin

Managing Director

Senior Consultant

412.566.6625
Derek S Jancisin

Derek S Jancisin,

Managing Director

Private Wealth Manager

412.566.6628
Gennaro R DiSilvio

Gennaro R DiSilvio

Vice President

Private Wealth Manager

412.566.6637
Kevin R Cox

Kevin R Cox

Vice President

Associate Resident Director

412.249.7804
Marta R Merchant

Marta R Merchant

Vice President

Senior Financial Advisor

412.566.6705
Karen S Kohut

Karen S Kohut

Financial Advisor

412.566.6535
Susan S Cruz

Susan S Cruz,

Financial Advisor

412.249.7805
Samantha Lorusso

Samantha Lorusso

Financial Advisor

412.249.7806
Cynthia A Neel

Cynthia A Neel,

Senior Private Wealth Associate

412.566.6589
Amy L Newcamp

Amy L Newcamp

Senior Private Wealth Associate

412.566.6661
Jonathan  Schowalter

Jonathan Schowalter

Private Wealth Associate

412.566.6506
Ashley N Pogel

Ashley N Pogel

Client Associate

412.249.7807

Jeffrey Hyman

Jeffrey Hyman

UHNW Insurance Specialist

Merrill Lynch

William J Bosack

William J Bosack

Structured Credit Executive

Bank of America, N.A.

Jeremy Floberg

Jeremy Floberg

Trust Specialist

Bank of America, N.A.

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

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.

Philosophy

We believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies designed to help address your financial needs.

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.

The Jancisin Group