Greenwich Wealth Partners

Merrill Lynch Wealth Management
2 Pickwick Plaza
Floor 4
Greenwich, CT 06830
(203) 861-5943
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Greenwich Wealth Partners strives to deliver the ultimate level of service to help simplify your life and help you navigate the complexities of building and preserving your wealth.As strategic partners within The Erdmann Group, our eight person team provides customized advice to senior executives, entrepreneurs, PE/VC partners, athletes and ultra-affluent families.Families have entrusted our group with over $14B in assets as of November 2023.  We are relentless in our focus on delivering the ultimate client experience.
Greenwich Wealth Partners
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
William Billinghurst
Senior Vice President, Wealth Management Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2021
(Published on September 21, 2021. Rankings based on data as of March 31, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
Greenwich Wealth Partners
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "America's Top Next-Generation Wealth Advisors", 2021
(Published on September 21, 2021. Rankings based on data as of March 31, 2021.)
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
Andrew Billinghurst,

CDFA®, CFP®, SE-AWMA™

Senior Vice President, Wealth Management Advisor
203.861.5910
Craig Andrzejewski
Financial Advisor
203.861.5943
Annie Huber
Officer, Wealth Management Client Associate
203.861.5971
Lauren Hall Serinsky
Wealth Management Client Associate
203.861.5983
Avery Guido
Wealth Management Client Associate
Katheryn Jones,

CPWA®

Private Wealth Planner
203.861.5933
Jeff Erdmann
Managing Director, Private Wealth Advisor
203.861.5902
Robert Giannetti,

CIMA®

Managing Director, Private Wealth Advisor
203.861.5951
Mark A Brookfield,

CFP®

Managing Director, Private Wealth Advisor
203.861.5962
Anthony Alan Carpentieri,

CDFA®, CRPC™

Managing Director, Private Wealth Advisor
203.863.7664
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.
Dina Friedman
Private Wealth Strategist
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Andrew C Lombardozzi
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #571136
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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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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.
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 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.
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.
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.