Great Neck, NY Northern Blvd Office

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.