The Angelone & Berkman Group

Merrill Lynch Wealth Management
2 Pickwick Plaza
Floor 4
Greenwich, CT 06830
(203) 863.7641
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The Angelone & Berkman Group was formed in 2002 to help executives with wealth planning, investment strategies and to leave a defined legacy. This approach led us to expand to corporate retirement benefits. Elizabeth and Brett are among a select and highly qualified group of only 200+ Merrill Lynch advisors who hold the Retirement Benefits Consultant™ designation. This designation allows us to provide consultative services to participants to help them achieve their desired retirement lifestyle. Financial wellness and ongoing education has been a large part of our discipline and our goal is to help our clients through all stages of their financial lives.
The Angelone & Berkman Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Elizabeth Angelone
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top Women Wealth Advisors Best-in-State", 2022-2023
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Barron's "Top 1200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
Show more recognition
The Angelone & Berkman Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Us
Welcome

Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children's educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.

Meet Our Team
Elizabeth Angelone,

ADPA™, CPFA™, CPWA®, CRPC™, CRPS™, SE-AWMA™

Managing Director, Senior Financial Advisor
888.356.8639
Brett Berkman,

CKP®, CPFA™, CRPC™

Managing Director, Wealth Management Advisor
203.863.7641
Daniel LeNoir,

CFP®, SE-AWMA™

Wealth Planner
203.861.5990
William B Grover,

CIMA®

No Officer Title, Investment Management Specialist
203.863.7642
HyeKyong Kay Jang
No Officer Title, Wealth Management Client Associate
203.861.5989
Vena Shah
Officer, Wealth Management Client Associate
203.861.5991
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.
Alison Kaplan
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #23044
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Richard Wendel
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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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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
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.