Jenkintown, PA West Ave Office

Stephanie Heckman is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2004. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caprese Harmon is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Merrill in 2019, Harmon worked at Northwestern Mutual Investment Services LLC, Stephen T Guinan, and Gap Inc. Outside of finance, Harmon is employed in a non-investment role providing home care for a family member. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Matthew Schell is a Senior Financial Advisor at Merrill Lynch Wealth Management, providing holistic, goals-based wealth management services to individuals, families, and businesses nationwide. With over 20 years of experience in the financial services industry, Matthew serves as a fiduciary who prioritizes understanding the entire financial picture of his clients before offering advice. His expertise encompasses college education planning, equity compensation services, LGBT wealth planning, retirement income strategies, and special needs planning, among other areas. As a parent to a special needs child, he has particular experience in crafting financial plans that ensure long-term security while preserving essential government benefits. Matthew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, credentials that reflect his advanced knowledge and commitment to guiding clients through complex financial decisions beyond traditional investing. He earned a dual degree in Economics and Finance from the University of Pittsburgh prior to entering the financial industry. Residing in North Wales, Pennsylvania, Matthew lives with his wife and three children. Outside of his professional role, he is actively involved in the community as an assistant soccer coach for the PA Rush Soccer Club. In his personal time, he enjoys chess, golfing, pickleball, racquetball, soccer, spending time with his family, and watching movies.

Joseph Chiarantona is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Saint Joseph's College. Outside of his professional responsibilities, Joseph is interested in baseball, basketball, football, and golfing.

Christopher Schell is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 26 years of experience in wealth management and financial advising. He specializes in a range of client focus areas including college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, socially responsible and ESG investing, retirement income, and small business strategies. Chris applies a comprehensive approach to managing client portfolios that integrates tax and estate planning strategies to align with clients’ evolving financial needs. Chris holds a Bachelor of Science degree in Economics from the Pennsylvania State University System. Additionally, he has completed non-accredited certificate programs at the University of Pennsylvania and Harvard University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Chris resides in Dresher, Pennsylvania with his wife and their twin teenage boys. His personal interests include football, music, running, skiing, traveling, and yoga. He is actively involved in philanthropic activities, serving as a trustee and board member at Williamson College of the Trades, as well as holding trustee and leadership roles at the Abramson Center for Jewish Life in Horsham.

Amy Brantz is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Jenkintown, Pennsylvania. She is a founding member of The Brantz Goldstein Group and has been with Merrill Lynch since 1986. Amy works with clients focusing on personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. Her approach centers on open and honest communication and providing straightforward, common sense solutions tailored to clients' needs. Amy has particular expertise in serving multi-generational families, helping wealth creators and their descendants navigate important financial decisions and legacy matters. She also advises clients actively building their wealth, assisting them in laying the groundwork for their envisioned futures. Amy holds the Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA) designations. Amy earned her bachelor's degree from Princeton University and her Juris Doctor from The National Law Center of George Washington University. She grew up in Cheltenham, Pennsylvania, and was the first woman to serve as President of the Princeton Club of Philadelphia. Amy has also served on the School Committee at Abington Friends School. She resides in Elkins Park, Pennsylvania, with her husband and enjoys traveling, gardening, bird watching, and reading history and mystery books.

Joseph Kuriger III is a financial advisor with Merrill in Jenkintown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he is involved in managing a residential rental property with his wife and may occasionally work for a family-owned brewery in Whitehall, Pennsylvania. 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, and various institutional investors.

Bruce Graeber is a Financial Advisor at Merrill Lynch Wealth Management, specializing in tailored financial strategies for individuals and businesses. He partners with clients to navigate areas such as college education planning, equity compensation services, investment consulting for defined contribution plans, personal retirement planning, and tax minimization. Bruce's approach emphasizes education-driven financial planning to help clients make informed and confident decisions aligned with their goals and values. He holds a Finance degree with a specialization in Personal Financial Planning from Bloomsburg University and has earned advanced credentials from the College for Financial Planning Institutes Corp., including the Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. Prior to joining Merrill, Bruce gained experience as a Mortgage Loan Officer and worked with high-net-worth clients, building a foundation of real-world expertise. Outside of his professional work, Bruce engages in community involvement with organizations such as Habitat For Humanity, Ivyland Presbyterian Church, and Neshaminy High School Wrestling. In his personal time, he enjoys chess, spending time with his family, watching movies, and writing.

Gershon Trimpol is a financial advisor with Merrill in Jenkintown, PA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Merrill since 1993 and has also worked at Bank of America since 2011. 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, and various institutional investors.

Bruce Diamond is a Wealth Management Advisor with over 25 years of experience in the financial advisory field. He serves clients through Merrill Lynch Wealth Management, where he provides personalized wealth management strategies tailored to clients' goals and changing market conditions. Bruce emphasizes capital preservation and brings a disciplined approach to his work, leveraging access to Merrill's investment insights and the banking services of Bank of America. Before entering financial advising in 1995, Bruce had careers in teaching and the apparel industry. He holds a Bachelor's Degree from Temple University and the Personal Investment Advisor (PIA) designation. Bruce focuses on areas including divorce transition planning, family wealth management strategies, institutional and corporate benefit services, liquidity management, personal retirement planning, and retirement income. A lifelong resident of the Elkins Park area, Bruce maintains close ties to his community and participates in volunteer activities. He frequently travels within the tri-state region and to Florida to meet with clients. Outside of his professional pursuits, Bruce enjoys biking, boating, and reading.

David Mallach is a Wealth Management Advisor and Managing Director specializing in portfolio management services, socially responsible investing, ESG investing, special needs planning strategies, individual and corporate investment strategy, and retirement income. He has been with Merrill Lynch Wealth Management since 1971 and serves as a Senior Portfolio Manager. David has presented investment insights using BofA Global Research to Merrill offices worldwide, including locations in the United States, Europe, South America, Scandinavia, Africa, and the Middle East. Throughout his career, David has received several distinctions, including the David Brady Award, which honors employees who demonstrate exceptional client dedication and commitment. He was named among Barron's top 1,000 financial advisors in America for three consecutive years, with the latest recognition in 2012. David is also a FINRA Arbitrator and a published author of ten novels. David holds a Bachelor of Science degree in Business from Troy University and completed his secondary education at Cardinal Dougherty. He serves on the Board of Trustees for Gwynedd Mercy University and is involved with the Troy University Foundation. David is a licensed pilot and has interests in flying, traveling, reading, music, adventure sports, and spending time with family. He resides in the Philadelphia area with his wife Lisa and their five children.

Joshua Surkin is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Schell Group, which collectively brings over 100 years of experience in wealth management and financial planning. Since joining Merrill Lynch in 2022, Joshua focuses on delivering personalized wealth management strategies tailored to clients’ long-term goals. He works closely with clients to understand their financial needs and aspirations, adopting a client-first approach that emphasizes collaboration and education throughout the financial journey. Joshua’s areas of expertise include college education planning, institutional and corporate benefit services, retirement income strategies, and managing new wealth, among others. He is committed to helping clients and their families, including younger generations, comprehend the wealth management process and the dynamics of financial markets. His approach involves guiding clients with personalized financial strategies designed to preserve and grow wealth while navigating changing market conditions. Joshua holds a Bachelor's Degree from the Pennsylvania State University System and carries the Personal Investment Advisor (PIA) designation. Beyond his professional role, he participates in community volunteer work aligned with Merrill’s tradition of community engagement. His personal interests include adventure sports, basketball, cooking, football, ice hockey, racquetball, and skiing.