Davies, Niklaus & Associates

Merrill Lynch Wealth Management

2 Pickwick Plaza
Floor 4
Greenwich, CT 06830
(203) 863-7649
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We're a multi-generational team and our goal is to connect with clients across the age spectrum.  We offer personalized service as well as the extensive resources of a global firm.  We work with affluent families, foundations, endowments and businesses to help them with their particular financial goals. We provide guidance to clients in all areas of wealth management including investments, retirement planning, insurance review and multi-generational wealth planning.
Davies, Niklaus & Associates
Merrill Lynch Wealth Management
Welcome

A critical part of our job is to work closely with clients to clearly establish their particular objectives, set strategy, implement recommendations and review progress on a regular basis to ensure that we are moving in the right direction.  We make extensive use of both modern portfolio theory and behavioral finance in our wealth management practice. Our goal is to provide honest and intelligent financial guidance coupled with a high level of customer service.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Peter Davies,

ChFC®, CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
203.861.5903
Zachary Niklaus,

CFP®

Senior Financial Advisor
203.863.7649
Samuel C. Raymond
Wealth Management Client Associate
203.861.5945
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.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Louis Tesoriero
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #78196
Richard Wendel
Wealth Management Banking Specialist
Merrill
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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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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.
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.