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The Weil Group

Private Wealth Advisors
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Our private wealth team provides customized services to a select group of individuals and families with significant wealth.

In 2020, Noel Weil was named to Barron’s “Top 100 Financial Advisors” for the ninth consecutive year (2012-2020) and The Weil Group was also named to Barron’s “Top 50 Private Wealth Advisory Teams” list in 2020.

Meet the Team

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.

Noel L Weil

Noel L Weil

Managing Director

Private Wealth Advisor

212.418.2810
Michael H Krystalla

Michael H Krystalla,

Senior Vice President

Sr. Private Wealth Relationship Manager

212.418.2817
Jodi Childs

Jodi Childs

Senior Private Wealth Associate

212.418.2813
Ali R Broms

Ali R Broms

Private Wealth Associate

212.418.2809
Tami  Uthman

Tami Uthman

Officer

Private Wealth Associate

212.418.2818
Alexander  White

Alexander White

Registered Private Wealth Associate

212.418.2802

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Noel L Weil

Forbes’ “America’s Top 250 Wealth Advisors” in  2016-2019

 Barron’s “Top 100 Financial Advisors” 2012 - 2020

Financial Times –“Top 400 Financial Advisers”  2013 - 2020

Barron’s “Top 50 Private Wealth Advisory Teams” list in 2020.

Solutions 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

Our Philosophy

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.

The Weil Group

The Weil Group provides customized financial strategies, services and advice for ultra high net worth families and individuals. Based in New York we are a team of investment professionals who recognize the demands and the opportunities that significant wealth can pose. Our senior partner, Noel Weil, has worked at Merrill since 1991 providing our team with the knowledge base and professional network that allows us to fully engage the worldwide resources and depth of expertise of Bank of America and Merrill.

Accolades

The Weil Group has been recognized by the following publications: 

  • Noel Weil: The Top 100 Financial Advisors by Barron’s magazine (2012 to 2020) :
    • The Top 1,200 Financial Advisors by Barron's magazine (2009 to 2020) 
    • The Top 400 Financial Advisors by Financial Times (2013 to 2020) 
    • The Top 100 Wirehouse Advisors in America by Registered Rep magazine (2011 to 2016) 
    • Barron's Top 50 Private Wealth Management Teams 2020
    • Forbes Top Wealth Advisors List (2016 to 2019)

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Source: The Barron's "Top 100 Financial Advisors" list, April 17, 2020. For more information about the selection criteria, go to http://details-he.re/hSrROE . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor. Years prior to 2014 this Barron's list consisted of 1,000 advisors.

Source: The Barron's "Top 50 Private Wealth Management Teams" list, April 17, 2020. For more information about the selection criteria, go to http://details-he.re/oCSYX0 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
Source: The Financial Times "400 Top Financial Advisers" (FT 400) list, April 16, 2020. For more information about the selection criteria, go to http://details-he.re/fTgbvQ . The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. All rights reserved. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.

Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to http://details-he.re/YmYuUA . WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved. 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.
Source: Forbes "America's Top Wealth Advisors" list, (September, 2019). For more information about the selection criteria, go to http://details-he.re/7mnoMA . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.



Our Offerings

Our investment approach is grounded in a macro perspective with a strong emphasis on capital preservation. We forego fads and impulse thinking believing that diversification and risk reviews are the bedrock of financial success.

We offer clients extensive experience in the following areas: 

  • Integrated Wealth Management Planning 

  • Customized Lending Solutions

  • Trust and Estate Planning Strategies 

  • Corporate Executive Services 

  • Consolidated Account Reporting

 

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

A Commitment to Service

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 approach 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.

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 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.

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 financial 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 Weil Group

Private Wealth Advisors