The MDCL Group Team Photo

The MDCL Group

63 Copps Hill Road
Floor Gr
Ridgefield, CT 06877
(888) 996.6325
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The MDCL Group
Welcome

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.

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can help make the broad capabilities of Bank of America Corporation feel more accessible.


Recognition
Lisa Cerbone Montalto
Senior Vice President, Wealth Management Advisor
David Brady Award, 2022
Forbes "America’s Top Women Wealth Advisors", 2021
(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Meet Our Team
Lisa Cerbone Montalto,

CFP®, CIMA®, CPFA™, CPWA®, CRPC™

Senior Vice President, Wealth Management Advisor
203.894.7852
Daniel Tarpey,

CFA, CPFA™

Senior Vice President, Wealth Management Advisor
914.683.9505
Lindsay Hillas,

CFP®

Financial Advisor
203.254.6921
Omar Dinar
Financial Advisor
203.356.8678
Arisleyda Riehl,

CIMA®, CPFA™, CRPC™

Vice President, Resident Director - Wealth Management Advisor
203.356.8710
Gina Douvas,

CPFA™

Senior Vice President, Senior Resident Director
203.254.6980
Levar Brown,

CFP®, CPFA™, CRPC™

First Vice President, Resident Director - Wealth Management Advisor
888.483.6147
Seera Walter,

CRPC™

Assistant Vice President, Wealth Management Specialist
203.894.7876
Christopher Ratineri,

CKP®, CPFA™

First Vice President, Senior Financial Advisor
203.789.2476
Robert Outtrim,

CRPC™

Managing Director, Senior Financial Advisor
203.789.2402
Robert Outtrim,

ChFC®

First Vice President, Wealth Management Advisor
203.789.2449
James Montalto,

CPFA™

Managing Director, Senior Financial Advisor
203.894.7853
Robert Tarpey,

CFA

Senior Vice President, Wealth Management Advisor
914.683.7557
Michael Wares,

CFP®

Financial Advisor
914.682.5524
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.
Alison Kaplan
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #23044
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Lauren Cummings
Wealth Management Banking Specialist
Merrill
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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®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.