Greenwich, CT

Merrill Lynch Wealth Management Office
2 Pickwick Plaza
Floor 4
Greenwich, CT 06830
800.937.0850
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
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Merrill Lynch Wealth Management
203.861.5994
Greenwich Wealth Partners Team Photo
Merrill Lynch Wealth Management
203.861.5943
Merrill Lynch Wealth Management
203.861.5930
Merrill Lynch Wealth Management
203.863.7641
Merrill Lynch Wealth Management
203.861.5936
Merrill Lynch Wealth Management
203.861.5911
The Pluta/Katz Group Team Photo
Merrill Lynch Wealth Management
800.618.6591
Merrill Private Wealth Management
203.863.7675
Merrill Private Wealth Management
203.861.5902
Vice President, Senior Financial Advisor
203.863.7634
Senior Financial Advisor
203.861.5947
Assistant Vice President, Senior Financial Advisor
203.861.5925
Senior Vice President, Wealth Management Advisor
203.863.7676
Senior Vice President, International Wealth Advisor
203.861.5972
Vice President, Senior Financial Advisor
203.861.5967
Senior Vice President, Wealth Management Advisor
203.863.7657
Financial Advisor
212.338.6045
Financial Advisor
203.863.7683
Financial Advisor
203.861.5915
Paul Tomassi Headshot Image
Senior Vice President, Senior Financial Advisor
203.861.5979
Senior Vice President, Wealth Management Advisor
203.861.5922
Senior Financial Advisor
203.863.7665
Senior Financial Advisor
203.861.5985
Senior Vice President, Senior Financial Advisor
203.861.5976
Director, Senior Financial Advisor
203.861.5958
Managing Director, Senior Financial Advisor
203.861.5918
Senior Financial Advisor
203.861.5941
Senior Financial Advisor
203.861.5953
Financial Advisor
203.861.5940
Vice President, Senior Financial Advisor
203.863.7614
Senior Vice President, Senior Financial Advisor
203.861.5911
Vice President, Senior Financial Advisor
203.863.7644
Vice President, Senior Financial Advisor
203.863.7633
Vice President, Senior Financial Advisor
203.861.5954
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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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.