Indiana, PA Philadelphia St Office

Luke Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Mackey Weber Group in Indiana, Pennsylvania, joining Merrill in 2012 and The Mackey Weber Group in 2014. He focuses on working closely with individuals, institutions, and families to simplify and improve their financial circumstances, helping clients articulate and achieve their financial goals through comprehensive planning. His expertise includes areas such as college education planning, investment consulting for defined contribution plans, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Luke grew up in South Fayette near Pittsburgh, Pennsylvania, and earned a Bachelor of Science degree in Finance from Indiana University of Pennsylvania in 2009. He holds Series 7 and Series 66 FINRA registrations, insurance licenses, and professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Indiana, Pennsylvania with his wife Meghan and their four sons. Outside of work, Luke enjoys playing ice hockey, tennis, and golf.

Scott Weber is the Associate Resident Director of the Indiana, Pennsylvania office and team leader of the Mackey Weber Group within Merrill. He brings over 26 years of experience in the financial services industry, including nearly eight years in banking prior to his current role. Scott and his team focus on client needs such as services for endowments, foundations, and non-profits, employee financial health, and personal retirement planning. Scott earned both his Bachelor's and Master's degrees from Indiana University of Pennsylvania. He holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Accredited Asset Management Specialist (AAMS) designations. He also maintains multiple FINRA registrations as well as licenses for Life/Health and variable insurance products. Active in his local community, Scott participates in organizations such as the Indiana County Community Action Program, Indiana County Endowment, and St. Thomas More University Parish. He lives in the Indiana area with his wife and two children, where they are engaged in church and volunteer activities. Outside of work, Scott has interests in football, music, and singing.

Donna Yvanek is a financial advisor with Merrill in Indiana, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Merrill since 2006 and Bank of America since 2011. Yvanek serves as a committee member of Quota International of Indiana, PA, a nonprofit organization supporting women, children, and individuals who are deaf or hard of hearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.