Fort Lee, NJ Fletcher Ave Office

Angel Sanchez is a Financial Advisor at Merrill Lynch Wealth Management, where he helps individuals, families, and business owners build, manage, and protect their wealth. He adopts a personalized approach by understanding what matters most to each client and aligning financial strategies to their short-, mid-, and long-term goals. His services include investment guidance, retirement planning, and preparation for unexpected life events. He also works with business owners to design and optimize retirement plans, improve fiduciary governance, and create tax-efficient strategies. Angel holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. He has attended Montclair State University and earned a High School Diploma from Passaic High School. Fluent in English and Spanish, he has over 20 years of experience working with clients and connecting them to a comprehensive range of financial resources through Merrill and Bank of America. Born in the Dominican Republic and raised in Northern New Jersey, Angel lives there with his wife and three sons. Outside of his professional work, he enjoys sports, traveling, and spending time with his family.

Lewis Bordoley is a Senior Financial Advisor and partner in the Ouriel Bordoley Group at Merrill Lynch Wealth Management. In this role, he provides planning, investment, and wealth management advisory services to high net worth individuals, families, and executives. Lewis has experience working with ultra-high net worth families globally, having served as a Director at Clarity Capital, a multifamily office in New York. He began his career at Alliance Bernstein and later worked as an investment banker focused on mergers and acquisitions at Pali Capital. Lewis holds a bachelor's degree from American InterContinental University in London, England, and has earned the Personal Investment Advisor (PIA) designation. His client focus areas include education planning, family wealth management, services for endowments and non-profits, international wealth management, liquidity management, portfolio management, investment strategy, tax minimization, and retirement income. Outside of work, Lewis enjoys adventure sports, soccer, and traveling.

Richard Kang is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1993 and joined Merrill in 2018. Richard provides comprehensive services to Merrill clients, focusing on retirement planning, particularly for individuals and Korean-speaking entrepreneurs. He aims to help clients achieve their financial goals through skilled wealth management tools and practical strategies. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, services for defined benefit plans, investment consulting for defined contribution plans, international wealth management, managing new wealth, personal retirement planning, and tax minimization. Richard holds a bachelor's degree in Science from Seoul National University and an MBA in finance from Rutgers University. He has also earned the Professional Investment Advisor (PIA) designation. Richard is involved in various community organizations such as the Presbyterian Church of New Jersey at Oakland, Korea Music Foundation, Korean American Association of New Jersey, New York Road Runners, PCNJ at Oakland, and Ridalia Marathon Club. He speaks Korean, Chinese, and English and incorporates his personal philosophy of understanding clients' life priorities to create personalized financial plans tailored to their goals and aspirations.

Edgar Rosas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2012 and joined Merrill in 2015. Edgar focuses on working with affluent families and individuals in the Greater New York area, providing personalized planning to help clients achieve their financial goals and life aspirations. His expertise includes portfolio management, retirement planning, college education planning, divorce transition planning, equity compensation services, tax minimization, and family wealth management strategies. Edgar leads a team of five advisors and four client associates dedicated to offering exceptional client service and trustworthy relationships. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Edgar earned his Bachelor's degree in Economics from the State University of New York at Albany. He is bilingual in English and Spanish. Outside of work, he resides in Jersey City with his fiancé and volunteers at the Diabetes Foundation. Edgar enjoys playing soccer and is an avid sports fan.

Jessica Giamo is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022. Prior to her current role, she has experience in various positions including roles at Monmouth University and Pleasure Pool and Spa. 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.

Ofer Ouriel is an International Wealth Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2001, serving both U.S. and international clients. His areas of focus include retirement planning, investments, cash management, college education planning, legacy planning, and family wealth management strategies. He holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ofer has 20 years of experience as a securities analyst, portfolio manager, and financial planner. He earned a Bachelor of Science degree in Computer Science from City College (CUNY) and an M.B.A. in finance from New York University (NYU). Outside of his professional role, Ofer has interests in baseball, basketball, football, hiking, music, reading, running, and running marathons. He communicates with clients in English, Swedish, and Hebrew.

William Dineen is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1989 and provides expertise in wealth management, asset allocation, retirement planning, and other aspects of financial life. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Mr. Dineen holds a Bachelor's Degree from Manhattan College and is a Personal Investment Advisor (PIA). He is involved in several professional organizations, including the Ridgewood Band Association, Salesians of Don Bosco, and St. Joseph Regional High School. Additionally, he participates in church and community support activities. He resides in Ridgewood, NJ, with his wife and daughter. Outside of his professional work, William Dineen has personal interests that include basketball, football, hiking, music, reading, running marathons, spending time with his family, and practicing yoga.

Caroline Corbin is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that adapt to changing market conditions and client needs. Caroline works closely with clients to understand their complete financial picture and what matters most to them, providing access to Merrill's investment insights and the banking and lending solutions of Bank of America. Her areas of expertise include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, individual and corporate investment strategy, and retirement income. Caroline and her team aim to be a primary source of financial advice and guidance, emphasizing personal, timely, and effective service throughout the wealth management process. Caroline holds a Bachelor's Degree from Hamilton College and has earned the designations of Personal Investment Advisor (PIA) and Certified Financial Planner (CFP). She follows the Merrill tradition of community involvement and volunteers with the New York Junior League. In her personal time, Caroline enjoys cooking, pickleball, reading, softball, and tennis.

Byung Kim is a Financial Advisor at Merrill Lynch Wealth Management. He integrates his professional expertise with his personal background in music to develop comprehensive financial plans tailored to his clients' unique goals. His approach emphasizes simplicity, clarity, and a disciplined process to track progress and adjust strategies as clients' needs evolve. Kim's areas of focus include college education planning, corporate executive services, institutional consulting, services for endowments, foundations, and non-profits, as well as personal retirement planning and retirement income. He 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). These credentials underscore his dedication to retirement planning, fiduciary responsibilities, and assisting individuals and families with long-term financial objectives. He earned a Master's Degree from the Manhattan School of Music. In addition to his professional work, Kim speaks both Korean and English. His personal interests include hiking, music, singing, spending time with his family, traveling, and watching movies.

Rajaa Halabi Cahill is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2011 and is a key member of The Dineen and Halabi Group, contributing significantly to asset allocation and portfolio management through model portfolios. Rajaa leverages her extensive experience and market knowledge to help clients grow, preserve, and manage their assets across various stages of their financial lives. Rajaa graduated summa cum laude from Ramapo College in 2010 with a dual major in Finance and Economics. She holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her areas of expertise encompass education planning, family wealth management strategies, legacy planning, retirement income, and serving endowments, foundations, and non-profits. In addition to her professional career, Rajaa enjoys participating in activities such as adventure sports, biking, golfing, hiking, rock climbing, running marathons, and skydiving. She values spending time with her family and traveling extensively. Rajaa resides in Englewood, New Jersey.