Philadelphia, PA Jfk Blvd Office

Jontue Long is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in 2001, he has developed a client base that includes professional athletes, entrepreneurs, and senior-level corporate executives, providing specialized financial guidance tailored to their unique circumstances. Jontue’s experience includes founding his own firm and advising clients across more than 15 states. He focuses on areas such as executive compensation, family wealth management, retirement planning, portfolio management, business strategies, and socially responsible investing. His approach emphasizes disciplined, planning-based processes with frequent client engagement to align strategies with personal values and financial goals. Jontue holds a Bachelor’s degree from Bucknell University and an MBA from the Fuqua School of Business at Duke University. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Private Wealth Advisor®, and holds additional credentials including Personal Investment Advisor and Sports & Entertainment Accredited Wealth Management Advisor. His background includes firsthand knowledge of the financial challenges faced by professional athletes, having grown up with a close family member in the NBA, as well as entrepreneurial experience from running a business for ten years. This diverse expertise enables him to serve clients with tailored insights, particularly in managing wealth transitions and liquidity events. Residing in Narberth, Pennsylvania, Jontue spends time with his family and enjoys basketball and football. He also participates in community volunteer activities aligned with Merrill Lynch’s tradition of community involvement. Jontue encourages clients to consider him their primary resource for a wide range of financial decisions, supported by Merrill’s integrated wealth management, banking, and lending services.

Ryan Wall is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at BNY Mellon and Bank of America, N.A. He also worked with Students of Georgetown, Inc. and Georgetown University early in his career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutional investors. The firm uses model-based and discretionary investment strategies developed by internal and third-party managers and offers various portfolio implementation options tailored to investor needs.

Jeffrey Austinson is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He previously worked at the University of Arizona Global Campus from 2021 to 2023. Outside of his advisory role, he is a co-owner of a family rental property in Ashburn, Virginia. 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 strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Weiss is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Integrated Financial Services, and Axa Advisors. Based in Philadelphia, PA, his career spans roles at several financial services companies since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Meyer is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping successful professionals, business owners, and young families make informed financial decisions and create opportunities for future generations. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds a Bachelor's Degree from Boston College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He provides personalized investment strategies aimed at aligning with clients' financial goals and priorities. Outside of his professional work, Thomas enjoys baseball, billiards, football, golfing, music, running, soccer, and spending time with his family.

Jevan Madeira is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in serving affluent clients, retirees, entrepreneurs, and business owners by assisting them in managing their wealth through comprehensive financial strategies. Drawing on more than 25 years of experience in financial services, Jevan and his team take a holistic approach to wealth management. They collaborate with a wide network of professionals to evaluate all aspects of a client’s financial life, including tax planning, retirement, estate considerations, and asset allocation. Jevan emphasizes understanding clients’ priorities and goals to create customized, disciplined strategies aimed at meeting their financial objectives and legacy planning needs. Jevan earned a Bachelor’s degree in Business Economics from Marquette University, where he was an Evans Scholars scholarship recipient, and spent a semester studying economics at St. Claire University in Oxford, England. He holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ designation. He serves on the Board of Governors for the Evans Scholars Foundation and is active in various community and alumni organizations. Jevan resides in Madeira with his wife, Kasey, and their three children. In his personal time, he enjoys golfing, reading, skiing, and watching movies.

Paola Gonzalez Sierra is a Financial Advisor with Merrill Lynch Wealth Management, based in the Center City Philadelphia office. She is committed to helping individuals, families, and business owners build confidence in their financial futures through personalized guidance, education, and comprehensive wealth planning. Fluent in English and Spanish, Paola aims to make financial advice accessible and empower clients to make informed decisions aligned with their goals and values. Paola joined Merrill Lynch in January 2024 as a Financial Services Representative and advanced to the role of Financial Solutions Advisor, serving clients throughout the Philadelphia market. She has earned her FINRA Series 7 and Series 66 registrations after passing the Securities Industry Essentials (SIE) Exam. Prior to joining Merrill Lynch, Paola spent over a decade at Fulton Bank, where she progressed from a bilingual teller to a Relationship Banker, developing a client-centered approach focused on trust and personalized financial guidance for diverse communities. Originally from the Dominican Republic and raised in Lancaster, Pennsylvania, Paola holds an Associate's Degree from Harrisburg Area Community College and a High School Diploma from Hempfield High School. Outside of her financial advisory practice, she is the Owner and Director of Controla Dance Academy in South Philadelphia, leading a team of instructors and fostering community through dance education and cultural events. Paola's goal is to serve as a trusted partner to her clients, supporting them in navigating financial decisions and achieving their long-term financial objectives.

Daniel Shamkhorskaya is a Financial Advisor at Merrill Lynch Wealth Management based in Philadelphia. He specializes in assisting individuals and families in achieving their financial goals through personalized investment strategies, retirement planning, and risk management. He takes a holistic approach to financial advising by considering financial assets alongside personal values and life goals. Daniel's expertise includes education planning, employee benefits planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes a high school diploma from Bensalem High School and studies at Temple University. Fluent in English and Russian, Daniel is involved in community organizations including the Uptown String Band and the Freemasons of Pennsylvania. His personal interests include cooking, music, and traveling. He emphasizes the importance of planning and understanding clients' goals and risk tolerance to build confidence in their financial plans.

Deborah Sheehan is a Series 66-credentialed financial advisor with Merrill in Philadelphia, PA, and has 22 years of industry experience. She has been with Merrill since 1983, totaling 43 years at the firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides 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 strategies developed by internal and third-party managers.

Christopher Johnson is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill since 2005 and is also employed by Bank of America since 2009. Johnson serves as a board member for Cradles to Crayons Inc., a nonprofit focused on providing essentials to children in the Philadelphia area, and volunteers with the PGA of America. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm’s investment management includes multiple program strategies with both client and advisor discretion, supported by a CIO-led manager selection and oversight process, and benefits from deep integration with Bank of America’s broader banking and capital-markets platform.

Endri Rama is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situation and introduces them to financial solutions available through Merrill and Bank of America. His professional designation is Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Temple University. Endri's approach involves helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals.

Allison Di Pilla is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. 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, retirement plans, corporations, and charitable organizations.

James Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on portfolio management services, sports and entertainment, tax minimization, and retirement income. James provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. With 45 years of experience as a conservative advisor, James holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from LaSalle University and a Master's Degree from Webster University. Committed to the communities he serves, James volunteers with local organizations. His personal interests include antiquing, gardening, music, and reading.

Jennifer Cardinale is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. She has worked at Merrill since 2017 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Normand Savoie is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in New York and operating an office in Philadelphia. He focuses on delivering financial advisory services to high net worth clients, developing personalized financial strategies that align with each client’s risk tolerance and overall objectives. His client work spans individual wealth management and advising small to medium-sized business owners on 401(k) and other retirement plans, with a client base primarily along the Eastern Seaboard, California, and Florida. Mr. Savoie’s expertise encompasses a range of areas including divorce transition planning, education funding, family wealth strategies, socially responsible and ESG investing, LGBT wealth planning, and managing new wealth. Before becoming a financial advisor, he worked in investment banking at Salomon Brothers and Morgan Stanley, held finance roles in the corporate sector, and owned a restaurant business in Miami Beach, Florida. He holds an MBA and an additional master’s degree from the University of Pennsylvania’s Wharton School and Joseph H. Lauder Institute of International Management & Business, where he was a fellow. He also earned a BA in Economics from the University of Pennsylvania. Mr. Savoie is a CFA charterholder, a Certified Financial Planner (CFP®), and holds certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is actively involved in alumni affairs at Penn/Wharton/Lauder, serving on the Lauder Institute Advisory Council and having previously served as president of both the Lauder Institute Alumni Association and Wharton Out4Business. His community involvement includes co-founding Mount Vernon Star Scholars, a nonprofit supporting academically talented students in Mount Vernon public high schools through mentoring programs. Personal interests include hiking, running, and traveling.