Brandt Sullivan is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. He previously worked at Bank of America, N.A. for one year. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Ernesto is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies tailored to each client's unique goals. He provides access to Merrill’s investment insights along with banking and lending solutions from Bank of America. Robert’s areas of expertise include employee financial health, legacy planning, LGBT wealth planning, managing new wealth, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and completed his High School Diploma/GED at Xaverian. Committed to community involvement, Robert participates in volunteer activities with local organizations, aligning with Merrill’s tradition of service in the communities it serves.

Nas Allan is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He and his team focus on serving high-net-worth clients, including business professionals and business owners, typically with investable assets of $1 million and above. His role involves developing personalized financial strategies that support clients' long-term objectives, emphasizing wealth preservation, growth, retirement, and legacy planning. Nas holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations, earned through The College for Financial Planning, as well as a credential as a Personal Investment Advisor (PIA). He completed an accredited certificate program at Katherine Gibbs Schools. Leveraging resources from Merrill and Bank of America, he helps clients build flexible strategies tailored to their needs. Outside of his professional work, Nas is involved in youth sports coaching. He lives on Staten Island with his wife and two children and enjoys activities such as golf, ice hockey, billiards, horseback riding, and tennis.

Ronald Reno is the Resident Director and Wealth Management Advisor at the Staten Island Merrill Lynch Wealth Management office. He has been in the financial advisory business since 1991 and holds professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Certified Plan Fiduciary Advisor (CPFA). He is also a Senior Vice President. Ron focuses on total wealth management, offering solutions tailored to clients' personal and business financial situations. He develops investment strategies based on each client's risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Ronald follows a defined process that involves understanding clients' specific situations, establishing objectives, recommending appropriate strategies, and regularly reviewing progress to align financial lives with personal circumstances. Ronald received his high school diploma from Port Richmond High School. He is involved in his community through participation in the St Anthony Holy Name Society. Outside of work, he enjoys baseball, cooking, drawing/sketching, golfing, hiking, ice hockey, painting, skiing, spending time with his family, and watching movies.

Kurt Schroder is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he assists clients in managing their wealth by developing personalized financial strategies tailored to their individual goals. He leverages market insights from Merrill and the banking and lending capabilities of Bank of America to support clients in pursuing their long-term financial objectives. Kurt holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Baruch College. He is also committed to community involvement, dedicating time to volunteer with local organizations, reflecting the Merrill tradition of community participation.

Ethan Friedman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their long-term goals, focusing on comprehensive wealth management. His approach integrates insights from Merrill and the banking and lending capabilities of Bank of America to adapt strategies to evolving market conditions. Ethan's expertise includes services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategies, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Wisconsin Madison. In addition to his professional work, Ethan is committed to community involvement and spends time volunteering with local organizations. Outside of work, his personal interests include ice hockey, music, reading, running, traveling, and spending time with his family.

Vincent Signa is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts investment strategies as clients' needs evolve. Vincent specializes in general investing, retirement planning, and preparing for unexpected expenses. He takes the time to understand clients' priorities to craft personalized financial plans. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Vincent earned his Bachelor's Degree from the College of Staten Island.

Alan Friedman is a Senior Financial Advisor at Merrill Lynch Wealth Management, leading a wealth management practice serving clients in Lower Manhattan and Staten Island. With over 30 years of experience in financial services, he works closely with individuals, corporate executives, business owners, and their families to develop customized wealth management plans aimed at achieving personal goals. His approach emphasizes personalized strategies that reflect each client's unique needs, including college education planning, executive compensation, divorce transition planning, retirement income, and family wealth management. Alan holds a Bachelor's Degree from the University at Albany SUNY and carries professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He offers a comprehensive range of financial services, from wealth management and portfolio management to lending, insurance, and estate planning. His client philosophy centers on integrity, transparency, and competency, viewing each client relationship as one akin to family. Outside of his professional work, Alan enjoys playing volleyball and pickleball, running, reading, and spending time with his wife, Marla, and their three sons. They reside on the South Shore of Staten Island. Alan welcomes opportunities to connect and discuss how he can support clients’ financial goals.

Laura Garofalo is a Financial Advisor with Merrill Lynch Wealth Management based in Staten Island, NY. She is a member of The Acquazzino Group, where she collaborates with Senior Financial Consultant Joseph Acquazzino to design financial plans tailored to her clients' needs. Laura joined Merrill Lynch in November 2009 after earning her Bachelor's Degree from Wagner College. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her areas of expertise include college education planning, legacy planning, personal retirement planning, and advising women on wealth management. Committed to understanding her clients' values and goals, Laura employs a disciplined process that starts with one-on-one conversations to grasp clients' financial situations and priorities. She creates detailed cash flow summaries to help visualize retirement lifestyles and other objectives. Outside of her professional work, Laura enjoys boxing, cooking, gardening, golfing, reading, skiing, soccer, table tennis, and spending time with her family.

Joseph Torres is a Wealth Management Advisor with 35 years of experience serving affluent families, small businesses, institutions, and endowments. He holds the CERTIFIED FINANCIAL PLANNER® certification and is also designated as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His practice includes expertise in banking, estate planning, taxation, philanthropy, liability management, and portfolio management. A native of Staten Island, Torres graduated from Monsignor Farrell High School and earned a Bachelor's Degree in Economics from New York University. He is actively involved in the Staten Island community, holding committee positions and serving on the boards of organizations such as the Staten Island Economic Development Corporation, Staten Island Chamber of Commerce, South Shore Rotary, Richmond University Medical Center, Project Hospitality, Community Board 2, and The Noble Maritime Collection. Torres lives on Staten Island with his family. His personal interests include baseball, cooking, fishing, football, golfing, music, and photography. He values collaborative relationships in wealth management and focuses on developing personalized financial strategies to help clients pursue their long-term goals.

Dawn Lewis is a financial advisor at Merrill with 38 years of experience in the industry. She holds a Series 66 designation and has been with Merrill since 1988. Outside of her advisory role, she operates a part-time sole proprietorship called The Gourmet Cupboard, selling spices and mixes at home parties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Paul Schmidt is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Merrill since 2009 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient implementation, leveraging its integration with Bank of America affiliates and capital markets capabilities.

Paul Pristavec is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1993, he has advised affluent families and high net worth individuals beginning in 1996. He also collaborates with an institutional consulting group to provide guidance to nonprofit organizations. His client focus areas include college education planning, retirement income, portfolio management, and investment strategies for both individuals and corporate clients. Paul holds a bachelor's degree in Business from Wagner College and maintains several professional credentials, including the Chartered Retirement Planning Counselor™ (CRPC) designation, Personal Investment Advisor (PIA), and FINRA registrations Series 7, 31, 63, and 65, as well as a Life Insurance Planning License. He emphasizes a personalized approach, working one-on-one with clients to develop financial strategies aligned with their long-term goals. Residing in the Tottenville section of Staten Island with his wife Dana and their six children, Paul is active in his community. He coaches multiple youth sports teams and is involved with the Catholic Youth Organization and the Cristian Rivera Foundation. His personal interests include sports, travel, music, and spending time with his family.

Joseph Acquazzino is a financial advisor with Merrill who holds a Series 63 designation and has 44 years of industry experience. He has worked at Merrill since 1982 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory work, he holds a fiduciary power of attorney role. 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 strategies for a range of client types including individuals, high-net-worth clients, and charitable organizations.