Davies, Niklaus & Associates

Merrill Lynch Wealth Management
2 Pickwick Plaza
Floor 4
Greenwich, CT 06830
(203) 863.7649
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Our wealth management approach is focused on financial planning and both partners in our practice are CFP® professionals. Our goal is to provide honest and intelligent financial guidance coupled with a high level of customer service.
Davies, Niklaus & Associates
Welcome

We're a multi-generational team and our goal is to connect with client families across the age spectrum.  Our practice offers boutique style service coupled with the extensive resources of a global financial services firm.  As part of our service offering, we provide guidance to clients in all areas of wealth management including investments, retirement planning, insurance review and multi-generational wealth planning.

Meet Our Team
Peter Davies,

ChFC®, CFP®, CIMA®, 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.
Alison Kaplan
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #23044
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.
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.