Doylestown, PA Hyde Park Office

Gregory Micheals is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue their long-term goals, focusing on areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. With over 30 years of team expertise, Gregory and his team work actively with clients to navigate financial planning, investments, and money management by creating individualized and detailed plans paired with efficient client service. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from Rider University. Outside of his professional work, Gregory enjoys spending time with his family, watching football and movies, traveling, going out to dinner, wine tasting, and socializing with friends.

Lindsey Minissale is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to her current role, she worked for five years at Kampus Klothes. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Matthew Jankowski serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 2001. In his role, he focuses on helping clients navigate complex financial matters including unwinding concentrated stock positions, managing stock option strategies and exercise, pension planning, long-term compensation planning, and implementing tax-efficient investment methods. His approach is goal-based and client-centric, operating in a fiduciary capacity with a fee-based, product-agnostic strategy that emphasizes controlling taxes, risk, and fees. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned his Bachelor's Degree from Delaware Valley College. He was recognized in Forbes' 2018 list of "America's Top Next-Generation Wealth Advisors," reflecting his professional accomplishments and standing within the industry. He resides in Doylestown with his wife Ali and their three dogs, Murphy, Maggie, and Gertie. Outside of his professional commitments, Matt enjoys spending time with family and friends, golfing when time permits, as well as football, ice hockey, and traveling.

Catherine Alexander is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2008 and also holds an executor role for a family estate. 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 individual and institutional investors.

Ryan Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked for Raymond James & Associates Inc and Bank of America, N.A. prior to his current role. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Loftus is a Senior Financial Advisor and Portfolio Manager with the Lewis Rosenwald Loftus Group at Merrill Lynch Wealth Management in Doylestown, Pennsylvania. He has over 20 years of experience in the financial industry, most of which has been with Merrill Lynch. Daniel works closely with clients on various financial areas including college education planning, family wealth management, endowments, foundations, non-profits, legacy planning, retirement income, and socially responsible investing. Daniel holds a Bachelor's degree in Finance from the University of Scranton and earned his MBA from LaSalle University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. He is an active member of professional organizations such as the Bucks County Estate Planning Council and serves on the Doylestown Township Bike & Hike Committee. Residing in Doylestown with his wife Ellen and their three children, Daniel is involved in the community through the Doylestown Athletic Association. He enjoys an active lifestyle including running, biking, golfing, swimming, and coaching youth sports teams.

Kevin Keaveney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in 2004 and transitioned to working individually with wealthy families and business owners in 2020. Prior to his private practice, Kevin held various leadership roles within the firm, primarily as a Wealth Management Specialist collaborating with Trust, Alternative Investment, Annuity, and Retirement specialists to serve the largest clients in the Mid-Atlantic Market. Kevin's expertise includes areas such as LGBT wealth planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree in Economics from Rowan University and maintains the Professional Investment Advisor (PIA) designation. Kevin is affiliated with the Alpha Phi Delta National Fraternity and participates in community involvement as a St. Jude Partner in Hope. Outside of his professional activities, Kevin enjoys golfing, soccer, traveling, and spending time with his family. He resides in Holland, PA with his wife Jen and their two daughters, Hailey and Stella.

Allison Chaki is a financial advisor at Merrill with 18 years at the firm and a total of 10 years of industry experience. She holds a Series 66 designation and is based in Doylestown, PA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Dominick Clemente is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and also spent time at Bank of America. Clemente attended Pennsylvania State University from 2014 to 2018. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Logue is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes multiple periods at Merrill totaling 12 years, as well as roles at Lowe and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Lewis is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked for over 38 years. He assists clients and their families with asset accumulation, retirement planning and distribution, tax minimization strategies, and succession planning. His team focuses on providing customized strategies that leverage Merrill Lynch's research resources to meet each client's unique financial needs. Chris holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from St. Joseph's University with a Bachelor's degree and has a high school diploma from Central Bucks East. He is a member of the Bucks County Estate Planning Council and the Central Bucks Rotary. Chris lives in Doylestown, Pennsylvania with his wife Kara. He enjoys biking, golfing, and reading, and spends time with his three grown children.

Chris Barnish Zusin is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1995 and Bank of America, NA since 2009. Outside of his advisory role, he is a timeshare owner involved in occasional rental management. 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.

Elizabeth Fizell Jenkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. She assists clients in managing their wealth in a manner aligned with their individual needs and values, focusing on a comprehensive approach that includes Sustainable, Responsible and Impact (SRI) investing and Environmental, Social and Governance (ESG) analysis. Elizabeth works with clients to incorporate impact investing and faith-based investing considerations into their strategies, pursuing measurable social and environmental impact alongside financial objectives. With a background that includes a 25-year career in technology and consulting, Elizabeth transitioned to financial advising to have a greater impact on individuals, families, and businesses. She holds a B.A. in Economics from the University of Virginia and has earned several professional designations including Certified Divorce Financial Analyst (CDFA), Chartered SRI Counselor (CSRIC), and Certified Private Wealth Advisor (CPWA). Elizabeth has experience working with clients navigating divorce and non-traditional family dynamics and is particularly focused on women, LGBT community members, and socially responsible investing. Elizabeth is active in her community, having served on the board of the Cancer Support Community of Greater Philadelphia and held leadership roles in various organizations including the Delaware Friends of Folk and cBridge Divorce Support. She lives in Bucks County with her husband and enjoys live music, crocheting, and attending ice hockey games.

Denise Martin is a Wealth Management Advisor, First Vice President, and Portfolio Advisor at Merrill Lynch in Doylestown, Pennsylvania. She has provided integrated wealth management and financial advice for over three decades, serving affluent individuals, business owners, and corporate executives. Denise focuses on retirement income planning and analysis, distribution options for employer-sponsored retirement plan assets, estate planning issues, and strategic investment processes. She leads a team that delivers annual in-depth strategic analyses of portfolios, considering risk tolerance, time horizon, liquidity needs, and asset allocation to support clients in pursuing their financial goals. Denise holds several professional designations, including Accredited Asset Management Specialist (AAMS®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®). She is a licensed long-term health care and life insurance agent, including annuities, and is a member of the Bucks County Estate Planning Council. Denise earned her bachelor's degree from LaSalle University, where she also studied in Switzerland at the University of Fribourg. She graduated from Villa Joseph Marie High School in Holland, Pennsylvania. In addition to her professional work, Denise is involved with various non-profit organizations in the Bucks County community. She enjoys biking, cooking, football, music, reading, running, spending time with her family, swimming, traveling, and yoga. Denise values meeting clients face-to-face and fostering an educational environment through webinars and in-person events to facilitate shared learning and financial growth.

Thomas Lewis is a Financial Advisor with Merrill Lynch Wealth Management. He has been working in the finance industry since completing his academic career. Thomas focuses on helping clients manage their investments and plan for retirement, combining data-driven retirement forecasting with disciplined wealth management to support informed decision-making during market fluctuations. He earned a Bachelor's degree in Business and Finance from Saint Joseph's University in 2020, where he also competed as a Division I golfer. Thomas holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. His client focus areas include education planning, family wealth management strategies, managing new wealth, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. In addition to his professional commitments, Thomas is involved with the Bucks County Estate Planning Committee and participates in community activities through the Bucks County Opportunity Council. After living in Arizona for several years, he moved to Doylestown, Pennsylvania, in March 2024. Outside of work, Thomas enjoys golfing, playing billiards, hiking, biking, basketball, and woodworking.