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.
For years, we have worked as an extension of The Erdmann Group. We work alongside with our Partners to best support you and your family. We share philosophy and approach – working together to help you achieve your goals:
The Erdmann Group
Jeff Erdmann
Managing Director, Private Wealth Advisor
Rob Giannetti
Managing Director, Private Wealth Advisor
Mark Brookfield
Managing Director, Private Wealth Advisor
Anthony Carpentieri
Managing Director, Private Wealth Advisor
CRPC™
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.