Doylestown, PA Office

Joseph Quinlan is a financial advisor with Merrill in Doylestown, PA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Bank of America and Merrill since 2003. Outside of his advisory role, Quinlan is a non-resident fellow at the German Marshall Fund and Johns Hopkins University Center for Transatlantic Relations, where he participates in economic conferences focused on global economics and finance, and he serves as an adjunct professor at Fordham University. He is also under contract with John Wiley & Sons to co-author a book on Gender Lens Investing. 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 strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danielle Tersaga is a Senior Financial Advisor specializing in wealth management, financial planning, and investment strategies for high-net-worth individuals and families. Since 2013, she has been dedicated to guiding clients through a comprehensive planning process that begins with understanding their unique situations, values, and financial goals. Danielle designs and implements customized financial plans that incorporate cash flow analysis, simulation testing, and risk management to help clients achieve optimal asset allocation and adapt their plans as circumstances change. Danielle holds a B.S. in Business and Economics with a focus in finance from Ursinus College. She has earned the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations from the College for Financial Planning Institutes Corp. She also holds FINRA Series 7 and 66 securities registrations, along with life, health, and long-term care insurance licenses. After spending ten years in Washington, DC, Danielle currently resides in Pennsylvania, where she enjoys exploring Bucks County with her son on weekends.