Dennis Singh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been involved in the financial services industry since 1998, working in various capacities including private equity, corporate finance, and program trading, with professional experience in Australia, Switzerland, and the United States. Dennis provides financial solutions tailored to his clients' risk tolerances, time horizons, liquidity needs, investment goals, and associated costs, focusing on credit and lending, investment planning, retirement planning, and income replacement strategies for individuals, families, businesses, and organizations. He has worked with national and state professional organizations to enhance membership value and collaborates with entities such as the Medical Society of The State Of New York and New York University. Dennis assists business clients in monetizing corporate structures to create passive income streams through revenue sharing programs offered by Bank of America. His client focus areas include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Dennis holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Thomas Edison State College, completed an Accredited Certificate Program at Yale University, and holds a Master of Science degree from the College for Financial Planning. Dennis is a member of professional organizations including the Investments & Wealth Institute™, Certified Financial Planner Board of Standards Inc, and the College for Financial Planning Institutes Corp. He resides in Nassau County with his wife and two daughters and enjoys camping, fishing, and spending time with his family.

Mark Alberti is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, he focuses on delivering personalized wealth management strategies tailored to clients’ goals. His areas of expertise include college education planning, personal retirement planning, women and wealth, and retirement income. Mark emphasizes understanding each client’s individual objectives and concerns to develop comprehensive financial strategies. He holds a Bachelor's Degree from Saint Bonaventure University and the Personal Investment Advisor (PIA) designation. Mark is committed to maintaining high standards of competence, integrity, and dedication, aiming to provide the highest level of financial advice. He is affiliated with several professional organizations and supports community causes such as Autism Speaks, the Crohn’s and Colitis Foundation, and the Lustgarten Foundation. Outside of his professional work, Mark enjoys sports including baseball, football, and ice hockey, as well as music, reading, writing, and spending time with his family. He also travels frequently, including visits to Europe and Palm Beach.

Terence Higgins Jr. serves as a Wealth Management Advisor within Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals through a thoughtful understanding of each client's full financial picture. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, and addressing the wealth management needs of women. Terence is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Hofstra University. Terence values building meaningful relationships with families and finds fulfillment in working alongside them to help realize their wealth and life objectives. He resides in Manhasset with his wife, Deirdre, and their young children. Outside of his professional pursuits, he enjoys boating, golfing, ice hockey, and spending time with his family.

Mandy Wolk is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs. Mandy helps them articulate their short- and long-term goals and recommends financial strategies aligned with their objectives. She combines personalized service with the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America. With experience in the financial services industry since 1993, Mandy focuses on connecting all aspects of clients' financial lives to help prioritize and pursue meaningful goals. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, portfolio management services, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Brooklyn College. Mandy is active in her community, having served as a board member of Girls on the Run LI. She participates with the NYRR Team For Kids and supports The Crohn's and Colitis Foundation. She lives on Long Island and enjoys horseback riding, running marathons, knitting, and crocheting in her free time.

Amanda Barclay is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career that began in 1999, she guides multigenerational families and corporate executives by offering access to specialized wealth advisory services including executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. She serves clients across various focus areas such as college education planning, family wealth management strategies, legacy planning, and portfolio management services. Amanda's professional journey reflects a commitment to providing thoughtful, personalized financial strategies that align with her clients' unique goals and aspirations. She emphasizes building long-lasting relationships based on trust, integrity, and transparency. Her expertise encompasses supporting individuals and families as they navigate complex financial landscapes to achieve financial freedom through informed choices. She holds the Personal Investment Advisor (PIA) designation and has completed non-accredited certificate programs at Valencia College and Suffolk Community College. Outside of her professional work, Amanda enjoys boating, cooking, reading, running marathons, tennis, and spending time with her family.

Richard Dileonardo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1987, focusing on goals-based wealth management. Richard develops integrated strategies that center on clients' objectives and circumstances, aiming to help them achieve personally meaningful life goals. Richard assists clients in creating and implementing financial strategies designed to responsibly grow assets during market upswings while improving downside capture in challenging markets. His approach emphasizes risk management across investments, liabilities, and overall financial strategy. His areas of expertise include personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Richard earned a Bachelor of Science degree in Finance from St. John's University – Peter J. Tobin College of Business. He resides in Massapequa with his wife Christine and their four children. His personal interests include cooking, golfing, and running.

Stacey Kitay is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategies, and retirement income. Stacey works closely with her clients to develop personalized financial strategies designed to support their long-term goals. With a commitment to education and collaboration, Stacey helps clients navigate the complexities of wealth management across every stage of life. Her approach recognizes the importance of financial planning in all aspects of life, including health, family, giving, work, leisure, and home. She and her team aim to assist clients in meeting their goals while managing life’s transitions without losing focus on their priorities. Stacey holds a Bachelor's Degree from George Washington University and a Master of Business Administration (MBA) from Boston University. She is also a Personal Investment Advisor (PIA). Outside of her professional responsibilities, Stacey enjoys biking, cooking, pickleball, spending time with her family, table tennis, tennis, traveling, writing, and practicing yoga.

Frank Grieco is a Financial Advisor at The Grieco Group at Merrill Lynch Wealth Management in Great Neck, NY. He and his team provide tailored wealth management strategies for high-net-worth individuals and their families. Their approach encompasses traditional and alternative investments, retirement and estate planning, life insurance, and banking and lending solutions through Bank of America, N.A. Together, they focus on goals-based planning to create customized financial strategies aligned with each client's unique vision. Frank holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Financial Consultant® (ChFC) designations. He earned his Bachelor of Business Administration from Hofstra University. Beginning his career at Merrill Lynch in 2018 as an intern, he advanced to Client Associate in 2020 before becoming a Financial Advisor in 2022. He holds FINRA registrations including the SIE, Series 7, and Series 66, as well as a New York State Life, Accident & Health Insurance License. In addition to his professional role, Frank serves his community as a Lieutenant Firefighter and EMT at the Jericho Fire Department. Outside of work, he enjoys boating, cooking, fishing, ice hockey, skiing, surfing, and spending time with his family.

Frank Falco is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management based in Great Neck, NY. With over 28 years of experience, he provides clients with tailored wealth management advice including banking, financing, investment management, trust, and estate planning services. He focuses on areas such as Corporate Executive Services, Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Sports & Entertainment, Individual and Corporate Investment Strategy, and Tax Minimization. Prior to joining Merrill Lynch Wealth Management in 2022, Frank spent more than 22 years at Citigroup, where he held various roles including Managing Director and Private Banker Team Lead at Citi Private Bank in New York City. He has also worked as a Financial Advisor at Prudential Securities and GBI Capital. Frank holds several registrations including FINRA Series 7, 63, and 65, along with life, health, and variable insurance licenses. He has earned the Sports and Entertainment Accredited Wealth Management Advisor™ designation from the College For Financial Planning and the Certified Exit Planning Advisor designation from the Exit Planning Institute. Frank earned a Bachelor's Degree in Marketing from the State University of New York System, Empire State University, and completed the Financial Planning Certificate Program at Pace University, Lubin School of Business. Outside of work, he enjoys spending time with his wife Roberta and their son Frankie, attempting to play golf, and attending sporting events.

Christine Savarese is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on developing personalized wealth management strategies that align with clients' individual goals and changing market conditions. Christine leverages the investment insights of Merrill Lynch alongside the banking and lending services of Bank of America to support her clients' financial needs. She holds the Personal Investment Advisor (PIA) designation and completed her education with a High School Diploma from Bethpage High School. Christine emphasizes a collaborative, one-on-one approach to create financial strategies tailored to help clients pursue their long-term objectives.

Brian Croutier is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the markets, having started his career at ED&F Man in Manhattan where he advanced from a trading clerk to Head Broker/Trader in their Heating Oil operation. He later owned and operated a small business before returning to financial services, specializing in helping clients achieve their financial goals. Brian holds a Bachelor's Degree from the State University of New York System. He holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include college education planning, corporate benefits, divorce transition planning, employee benefits planning, managing new wealth, personal retirement planning, and retirement income. He resides in Rockville Centre, NY with his wife Judi and their two children. Brian is involved in his community as a board member of The Friends of Mercy Hospital and participates with various charitable organizations such as Developmental Disabilities Institute (DDI) and the Rockville Centre Chamber of Commerce. His personal interests include coaching youth sports, golf, history, music, basketball, cooking, football, and writing.

Scott Curtis is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience to his role. He works with affluent families, individual clients, and closely-held businesses, focusing on areas such as college education planning, divorce transition planning, liquidity management, managing new wealth, personal retirement planning, socially responsible investing, and retirement income. He collaborates closely with clients' tax advisors and estate planning attorneys to help ensure clients' financial and personal affairs are in order. Scott specializes in tax-free and tax-deferred investments, managed strategies, and diversification through alternative investments, customizing each client's portfolio to their individual needs. He provides regular performance oversight, personalized guidance, and periodic reviews to track progress toward clients' goals. His client focus areas include college education planning, tax minimization, socially responsible investing, women and wealth, and values-based ESG investing. He holds a Bachelor of Science degree from New York University and an M.B.A. from Baruch College. Scott has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He resides in East Hills, New York, with his wife Susan and their two children. His personal interests include baseball, basketball, football, and ice hockey.

Robert Di Lorenzo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Robert holds a Bachelor's Degree from Arizona State University and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes a personalized approach to wealth management that takes into account clients' life priorities, goals, and aspirations. In addition to his professional work, Robert participates actively in community service, volunteering with local organizations as part of Merrill’s tradition of community involvement.

Brian O'Leary is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies that address their unique objectives and long-term goals. Brian works with clients on areas such as education planning, executive and equity compensation, family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, and tax minimization. He earned a Bachelor of Science degree in finance from Boston College's Carroll School of Management and holds FINRA Series 7, 63, and 66 registrations. Brian also holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) professional designations. Brian is a founding member of the Don Scott Memorial Foundation, which supports initiatives related to colon cancer. He also supports Manhasset High School cross-country and track and field student athletes. Brian resides in Manhasset, Long Island with his wife, Erin, and their two daughters. His personal interests include camping, running, skiing, table tennis, and spending time with his family.

Gary Ringel is a Senior Financial Advisor at Merrill Lynch Wealth Management in Great Neck, New York. He began his career in wealth management in 1994 at Smith Barney and joined Merrill Lynch Wealth Management in 2010. He works alongside his daughter, Judy, providing services that include asset allocation, retirement planning, and tax savings strategies using mutual funds, municipal bonds, brokerage CDs, and money market instruments. Gary holds a Bachelor's Degree in Business Administration from Baruch College and carries the Personal Investment Advisor (PIA) designation. He and his team tailor wealth management plans to reflect each client’s risk tolerance, personal needs, and goals. Their practice includes managing pension plans, individual retirement accounts, non-retirement accounts, and education funding vehicles, while collaborating with specialists in lending, insurance, trusts, and business planning.

Michael Palmer is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals and families to build long-term relationships based on trust and transparency. His expertise includes education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and both individual and corporate investment strategy. Michael's approach combines personalized financial planning with data-driven insights, delivering a financial planning practice that adapts as clients' lives and goals change. His services can include investment management, banking solutions, access to credit, and wealth transfer and longevity planning. Michael holds a Personal Investment Advisor (PIA) designation and has earned a High School Diploma from Aviation High School and an Associate's Degree from City University of New York. Outside of his professional role, he has interests in baseball, bowling, cooking, football, and soccer.

Marvin Benak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, liquidity management, and personal retirement planning. Marvin works with clients one-on-one to develop personalized financial strategies aimed at helping them pursue their long-term goals. Marvin holds a Bachelor's Degree from Hofstra University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations.

William Tripodo is a financial advisor at Merrill with over 43 years of industry experience. He holds the Series 63 designation and has worked at Merrill since 1979, as well as Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party portfolio managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Judith Ringel is a Wealth Management Advisor at Merrill Lynch Wealth Management, working with the Ringel Group in Great Neck, NY. She has been in this role since graduating from the University of Florida in 2017. Judith works alongside her father, Gary Ringel, contributing to the team's efforts in managing client wealth and financial planning. Her areas of expertise include college education planning, defined benefit plans, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Judith holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Judith earned her bachelor's degree from the University of Florida. Outside of her professional work, she enjoys baseball, cooking, interior decorating, running, and spending time with her family.

Jacqueline Knoll is a Senior Financial Advisor and co-founder of The Knoll McCormack Group, working alongside seasoned advisor Keith McCormack. She has over 41 years of experience in financial advising, serving affluent clients including business owners, entrepreneurs, attorneys, physicians, and senior executives in the New York area and nationwide. Jacqueline's approach focuses on providing positive wealth management experiences that address both financial and personal client requirements. Jacqueline employs a goals-based methodology, engaging clients and their spouses in discussions about their long-term aspirations and concerns. From these conversations, she develops and implements integrated, risk-managed wealth strategies tailored to individual client needs. Her expertise includes family wealth management, legacy planning, liquidity management, and portfolio management services. She combines strong technical skills with the latest market intelligence and a deep understanding of each client's comfort with risk, emphasizing effective estate planning alongside investment management. Jacqueline graduated cum laude from Barnard College with a Bachelor's degree. She holds the Personal Investment Advisor (PIA) designation. She is a lifelong resident of Long Island and lives with her husband, Michael, and their daughter in Port Washington, where she actively supports local academic endeavors. Jacqueline was named to Forbes' "Best-in-State Wealth Advisors" list in 2020 and 2021. Her community involvement includes supporting the Ronald McDonald House.

Edna Eidelberg is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she collaborates closely with individuals, families, small businesses, and non-profit organizations to develop personalized financial strategies. Her work includes portfolio management services, special needs planning strategies, and tax minimization, focusing on education, retirement, and estate planning in coordination with clients’ CPAs and attorneys. With over 30 years of experience at Merrill Lynch, Edna applies her expertise to help clients pursue their long-term financial goals based on their unique objectives and risk tolerance. She holds a Bachelor of Science degree from Cornell University and a Master of Business Administration from Baruch College. Edna also holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Victoria Smallberg is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works alongside her partner, Sharon Zeleznik, to deliver comprehensive wealth management that begins with understanding each client’s individual goals. Their approach is supported by access to Bank of America's investment insights and banking services, enabling them to address diverse financial needs effectively. Victoria focuses on developing personalized strategies that help clients pursue both short-term objectives and long-term ambitions. As a second-generation financial advisor, Victoria builds on a legacy of service established by her mother, who has over four decades of experience with Merrill. She specializes in family wealth management, services for endowments and non-profits, managing new wealth, retirement planning, portfolio management, tax minimization, and investment strategies for individuals and corporations. Victoria is committed to working across generations to provide continuity for families with multi-generational wealth. Prior to joining Merrill in 2013, Victoria earned bachelor's degrees in history and human development from Binghamton University and a master's degree in education from Queens College. She holds the Personal Investment Advisor (PIA) designation. Victoria lives in Farmingdale, NY with her husband and three children. Outside of her professional role, she enjoys baseball, cooking, football, reading, swimming, and spending time with her family. She is also involved in community activities including the Jewish National Fund Women's Circle and local PTA, reflecting her commitment to education and community engagement.

Christian Axelson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1997 and has been with Merrill Lynch Wealth Management since 2000. Christian focuses on creating strategies for high-net-worth individuals to help them achieve their short-term and long-term financial goals. He takes a hands-on approach to wealth management and is committed to serving his clients with excellence. In addition to advising clients on managing their wealth according to their investment plans, his team also provides access to banking services through Bank of America, N.A. Christian holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Providence College in 1997. He resides in Garden City, NY, with his wife Donna and their twin daughters, Avery and Alana. Outside of work, Christian enjoys coaching his daughters' soccer team, attending live music events, and exploring new restaurants.

Vincent Grieco is a Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2016, he has provided guidance and service to individuals and families on various aspects of their financial lives. He aims to simplify complex financial matters and serves as a resource for clients' evolving needs. Vincent holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Connecticut.

Seth Kaplan is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, where he has been serving clients since 1985. He offers guidance and advice on investment solutions tailored to individual client life goals, risk tolerance, time horizons, and liquidity needs. Throughout his 37-year career, Seth has developed a comprehensive approach to addressing clients' financial needs, which includes investments, liabilities, estate planning services, insurance, and banking products through Bank of America, N.A. His areas of expertise include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seth earned a high school diploma from Orange High School and a bachelor's degree from the University of Arizona. He resides in Melville, New York, with his wife, Robin, and they have two grown children. Outside of his professional activities, Seth enjoys cooking, skiing, and spending time with his family. He is also involved in community service through volunteering with local organizations.

Kevin Oneill is a financial advisor with Merrill in Great Neck, NY, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent two years with Oppenheimer & Co. Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Camillo D'angelo is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients on Long Island for 28 years. He focuses on managing new wealth, supporting women and wealth, and creating retirement income strategies tailored to individual needs. Camillo works closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals. His approach involves gaining a comprehensive understanding of each client's full financial picture and adapting strategies to meet changing market conditions. He leverages investment insights from Merrill Lynch as well as banking and lending solutions from Bank of America to provide holistic wealth management services. Camillo holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Camillo earned a bachelor's degree from Hofstra University. Outside of his professional work, he enjoys gardening, spending time with his family, and watching movies.

Jacob Epstein is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering personalized financial guidance to individuals and families, aiming to align investments and financial plans with each client's specific goals. His approach involves creating customized strategies to build wealth, manage portfolios, and prepare for the future. His areas of expertise include executive compensation, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Jacob holds a Bachelor's Degree from Rochester Institute of Technology and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Born and raised on Long Island, Jacob enjoys golfing, ice hockey, spending time with his family, and traveling. He emphasizes uncovering what matters most to clients and their families to develop effective financial strategies.

Matt Tarin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch in 2012. Matt works with a diverse client base including affluent individuals, families, business owners, and corporate executives, focusing on helping them achieve their financial goals through tailored wealth management strategies. Matt’s expertise encompasses business succession planning, retirement plan strategies, lending strategies, and managing complex executive compensation packages with an emphasis on tax considerations and risk mitigation. His approach is grounded in understanding clients’ objectives and risk tolerance to structure portfolios aligned with their timelines and income needs. As a son of a business owner, he provides insights into the challenges of running a business and delivers specialized solutions such as cash and liability management and insurance. He is also active in the special needs community, drawing on personal experience to assist families with special needs planning, and supports autism advocacy organizations in the Long Island area. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®) designations. Matt earned his bachelor's degree in Finance from Stony Brook University’s College of Business, completed additional financial planning studies at the College for Financial Planning, and holds an associate degree from Briarcliffe College. He is a member of the Bank of America Long Island Regional Council. Residing in Nassau County, New York, Matt enjoys music, fitness, traveling, reading, and spending time with his wife, Susan.

David Morrisey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1989 and has been with Merrill Lynch since 2004. David provides wealth management and investment advice to high net worth families, corporations, and non-profit organizations. He collaborates with his clients' other trusted advisors, including CPAs and attorneys, to ensure comprehensive alignment of their financial affairs. The portfolios he creates are specifically tailored to meet the unique needs, goals, and expectations of each client. David holds a Bachelor's Degree from the University of Maryland, graduating in 1989. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, David enjoys golfing, attending sporting events, and live concerts. He resides in Rye Brook, NY with his wife Carin and their two children, Olivia and Jake.

Susan Preslier is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works with clients to develop personalized wealth management strategies that address their individual financial goals and adapt to changing market conditions. Susan leverages investment insights from Merrill Lynch and the banking services and lending solutions of Bank of America to support her clients’ financial needs. She holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Queens College.

Joseph S. Grieco is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2000 and focuses on assisting a select group of high net worth individuals and their families by simplifying their financial lives and implementing customized wealth strategies. Joseph offers a comprehensive approach to managing wealth that starts with listening to clients' specific needs and aims to create personalized plans that align with their goals and aspirations. His expertise includes reviewing and analyzing financial statements, income tax returns, and estate planning documents. He coordinates with clients' accountants and attorneys to ensure all objectives are met, providing services such as investments, life insurance, long term care insurance, trust and estate planning, as well as banking and home financing services through Bank of America, N.A. Joseph is also committed to offering outstanding customer service and assisting elderly clients with tax efficient multi-generational wealth transfer strategies. Joseph holds a Bachelor of Business Administration degree from Adelphi University and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides on Long Island with his wife and three sons, and enjoys spending time with his family, skiing, vacationing at the beach, and following sports.

Eric Wang is a Financial Advisor at Merrill Lynch Wealth Management. He applies a disciplined and analytical approach to strategy development, grounded in his background in institutional finance. Eric focuses on delivering customized financial guidance by listening to and understanding each client's unique values, goals, and priorities. His professional expertise is complemented by his personal experiences as a small business owner and an immigrant from China, providing him insight into the challenges entrepreneurs face and the complexities of navigating a new financial system. Additionally, as the godparent of a child with special needs, he recognizes the importance of thoughtful financial planning for families caring for loved ones with special needs. Eric employs a team-based approach, collaborating with specialists in banking, lending, and estate planning within Merrill and Bank of America to address the many facets of clients' financial lives. Eric holds a Bachelor's Degree from the University at Albany and a Master's Degree from Carnegie Mellon University. He is a Personal Investment Advisor (PIA) and is involved with Edge City Church in Little Neck. Eric is fluent in Chinese, Mandarin, and English.

Eric Goodman is a Financial Advisor and Vice President with over 20 years of experience in the financial services industry. He specializes in helping clients achieve their financial goals through customized strategies in wealth building, portfolio management, and planning for the future. Eric utilizes the Personal Wealth Analysis (PWA) tool to create individualized plans that address each client's unique priorities and financial objectives. His areas of expertise include divorce transition planning, family wealth management, institutional investment consulting, legacy planning, liquidity management, personal retirement planning, and small business strategies. Eric serves both individual and commercial clients, focusing on personalized service to build long-term relationships. Eric holds a Bachelor's Degree from the University of Maryland and a Master of Business Administration (MBA) from the University of Phoenix. He also holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in community organizations such as Island Harvest and Light The Night. Outside of work, Eric enjoys cooking, golfing, music, skiing, soccer, spending time with his family, traveling, and watching movies.

Thomas Schalk Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of six professionals dedicated to organizing, coordinating, and managing all aspects of their clients' financial lives by utilizing a detailed planning and wealth management process. His role involves helping clients navigate the complexities and opportunities associated with substantial wealth. Tom has been with Merrill Lynch since 1998 and brings significant planning and investment experience tailored to the needs of senior executives of public and private companies, hedge fund and private equity managers, investment bankers, business owners, and other professionals. Prior to joining Merrill Lynch, he spent four years at D.H. Blair, where he helped biotechnology companies raise early-stage financing. He holds the Chartered Retirement Planning Counselor™ designation issued through The College for Financial Planning Institutes Corp. Tom attended Pace University in New York City and is active in the Fontbonne Hall Academy High School parent association. He lives in Brooklyn, NY with his wife Linda and their two daughters, Julia and Madeline.

Sharon Zeleznik is a financial advisor at Merrill with Series 63 and Series 65 credentials and 45 years of industry experience. She has worked at Merrill since 1980 and at Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Xiao Di Hu is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies to high net worth clients, helping them discover, grow, and preserve their assets through long-term, risk-adjusted, tax-efficient investment management strategies based on Merrill's proprietary institutional research. Danny works closely with clients to develop customized financial strategies aligned with their goals and priorities. With over 27 years in the financial field and 23 years as a Financial Advisor, Danny has experience working with families and businesses to manage wealth through comprehensive services. Prior to joining Merrill Lynch Wealth Management in 2005, he gained experience at Citigroup Salomon Smith Barney, Charles Schwab, and Chase Manhattan Bank. His areas of expertise include investment management, tax minimization, retirement income planning, liquidity management, education planning, and risk management. Danny holds a Bachelor's Degree from Queens College and has earned the Personal Investment Advisor (PIA) professional designation. He is fluent in Cantonese and Mandarin. Outside of his professional responsibilities, he participates in community volunteering activities, and his personal interests include golfing, tennis, and volleyball.