The Clarke Group

Merrill Lynch Wealth Management

1020 Boston Post Road
Darien, CT 06820
(203) 662-5531
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Our team is dedicated to helping people realize their personal and financial goals. We believe every client deserves the highest level of attention and care. With the global resources of Merrill, we’ll place you at the center of the wealth process as we work together to design and implement customized strategies.
The Clarke Group
Merrill Lynch Wealth Management
Welcome

The Clarke Group embraces our clients’ priorities.   Whether it’s preparing for a successful retirement, creating an enduring legacy through philanthropy, or educating the next generation, our team will construct a detailed plan for each client to illuminate their financial future.

In addition to customized portfolios, we understand that trust and estate planning issues, insurance, and tax planning are central to a successful wealth management strategy. Our team utilizes the considerable resources of Merrill Lynch Wealth Management and Bank of America to guide our clients through all stages of their financial lives.

We serve executives, entrepreneurs, ultra-high net worth families, and the LGBTQ+ community. The Clarke Group is proud of the commitment our firm has made to the personal and financial well-being of diverse communities.

Our clients’ environmental, social, and governance (ESG) causes are important to us. Merrill Lynch Wealth Management is a leader in the research and implementation of impact investing. Our team can educate and help you invest according to your value system.

*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.



Recognition
James Clarke
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
About Us
Our Philosophy

We believe clear communication with client families is critical and encourage involving both spouses and grown children in the process. Our clients deserve a superior level of advice and attention, and they expect transparency and accountability. These principles serve as the foundation of the enduring relationships we've built. That's why we take a holistic approach with the aim of building client relationships around people, not portfolios.

Meet Our Team
James Clarke,

CPWA®

Senior Vice President, Wealth Management Advisor
203.662.5531
Ari Lander
Registered Wealth Management Client Associate
203.662.6969
Jessica Serpa
Wealth Management Client Associate
203.662.5526
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Stephen Pavia
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.