The Meltzer Group

Private Wealth Advisors
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We provide highly customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

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.

Louis S Meltzer

Louis S Meltzer

Managing Director

Private Wealth Advisor

212.680.5952
Hadi  Fakhoury

Hadi Fakhoury

Assistant Vice President

Private Wealth Manager

212.680.5955
Bradley S. Holmes

Bradley S. Holmes

Private Wealth Manager

212.680.5956
Surani  Sirisena

Surani Sirisena

Assistant Vice President

Private Wealth Analyst Business Management

212.680.5954
Kathleen  Reynolds

Kathleen Reynolds

Senior Private Wealth Associate

212.680.5953
Cosmin D Cotet

Cosmin D Cotet

Financial Advisor

212.284.5930

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

We are a private wealth management team headquartered in Manhattan. As members of the Private Banking Investment Group at Merrill Lynch we cater to a selective group of ultra high net worth clients who have demanding requirements and extraordinary opportunities. Clients have entrusted us with more than $2.1b (as of 12/31/17).

An Accomplished Clientele
We work particularly well with active wealth builders who embrace their ability to direct their wealth in a strategic and thoughtful manner. The clients we serve come from varied backgrounds, but they share some common characteristics:

  • They are not satisfied by group think or business as usual
  • They face complex circumstances in the management of their wealth
  • Their time is extremely precious
We embrace the challenge of advising this clientele with a caliber of strategy and service that we believe will exceed even their exacting requirements.

A Rigorous Approach
Private wealth management involves indepth offerings and tactics integrated into a cohesive whole to pursue client goals. Clients come to us for a variety of needs

  • Investment management
  • Concentrated and restricted stock strategies
  • Pre and post liquidity event strategies
  • Trust and estate planning services
  • Tax sensitive philanthropy
  • Lifestyle management
  • Access to structured credit and lending through Bank of America, N.A.
We seek to add value beyond the expected means. The founder of our team, Louis Meltzer, has worked at Merrill Lynch for more than two decades. His network of relationships both within and outside of the firm broadens our capabilities and heightens our overall effectiveness. When difficulties arise or extraordinary circumstances occur our team is undaunted. We are skilled in pressing for client needs and priorities.

A Remarkable Peer Group
When clients engage our team they not only garner our insights and experience, but gain access to an exceptional circle of like minded peers. Discretion is the bedrock of our approach, but when appropriate we seek to facilitate connections and share best practices with clients and their families. This network of relationships helps to open possibilities and spark ideas that amplify the value of our outreach.

Service Beyond What Is Expected
Accomplished families require exceptional service. To us that is expected. Our team looks to be a real time resource as needs arise. We believe strongly in deeds rather than words. We look to earn the trust that clients place in us demonstrating our deep seated regard for the families we serve.

We invite active wealth builders to contact us to discuss their difficulties and challenges relative to our capabilities.

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 Meltzer Group