The Hetherington Group
Merrill Private Wealth Management
2 Pine St
New Canaan, CT 06840
(203) 972.2523
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We help a select group of individuals and families manage and simplify their finances and investments. They face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources and customized financial strategies to help simplify their lives so they can spend more time pursuing what matters most to them. We are experienced in addressing the unique challenges presented by newly acquired wealth.
The Hetherington Group
Merrill Lynch Wealth Management
Welcome

We are a diverse, experienced private wealth management team that helps successful business people and families achieve their financial goals. We utilize a disciplined process and excellent service to help simplify the complex lives of our clients.

Recognition
Brian Hetherington
Managing Director, Managing Director and Private Wealth Advisor
David Brady Award, 2020
Forbes "America’s Top Wealth Advisors", 2022-2023
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2022-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "America’s Top Wealth Management Teams Private Wealth", 2023
(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Brian Hetherington
Managing Director, Managing Director and Private Wealth Advisor
203.972.2523
Peter J Luppino,

CPWA®

Senior Vice President, Senior Private Wealth Relationship Manager
203.972.2525
Carissa B Marz,

CPWA®

Assistant Vice President, Private Wealth Associate
203.972.2531
Andrew E Starks,

CFA®,CFP®

Assistant Vice President, Private Wealth Investment Management Specialist
203.972.2530
Cameron Q Edwards,

CFA®,CFP®

Officer, Registered Private Wealth Client Associate
203.972.2510
Alexandra Allen
Wealth Management Client Associate
203.972.2506
Kristin Laub,

CIMA®

Private Wealth Manager
203.972.2520
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.
Allyssa Dougiello
Wealth Management Banking Specialist
Jeffrey Wiedmann
Wealth Strategies Advisor
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth
Looking at your wealth from every angle

Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth Advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help you grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.