The Tackman Group

Merrill Lynch Wealth Management
63 Copps Hill Road
Floor Gr
Ridgefield, CT 06877
(203) 894.7801
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The Tackman Group provides you with customized strategies to preserve significant wealth in concentrated stock for corporate executives; and thoughtfully plan how your personal and financial goals can align to help you with the successful exit of your business.
The Tackman Group
Welcome

The Tackman Group works closely with you to help you maximize the benefits your wealth can provide to your family and the causes that are important to you.

No one can control the markets.

What the team can control is regularly communicating with you through all market cycles to keep you on track towards the goals that matter most to you.

Recognition
Matthew Tackman
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Welcome

The Tackman Group works closely with you to help you maximize the benefits your wealth can provide to your family and the causes that are important to you.

No one can control the markets.

What the team can control is regularly communicating with you through all market cycles to keep you on track towards the goals that matter most to you.

Meet Our Team
Matthew Tackman,

CEPA®, CPFA™, CPWA®

Managing Director, Wealth Management Advisor
203.894.7801
Victoria J Mathews,

RMA®

Assistant Vice President, Senior Relationship Manager
203.894.7825
Tammy Kenny
Assistant Vice President, Wealth Management Associate
203.894.7804
James Scherer
Financial Advisor
203.356.8818
Edward Ragonnet,

RMA®

Vice President, Wealth Management Specialist
203.894.7826
Maria K. Schwartz
Wealth Management Client Associate
203.894.7839
Illona M Vitali
Assistant Vice President, Wealth Management Associate
203.894.7817
Samuel Grossman
Registered Wealth Management Client Associate
203.894.7805
Peter Starrett,

CRPC™

Vice President, Senior Financial Advisor
203.894.7841
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.
Merrill Lynch Logo
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Brendan Duffy
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Merrill Lynch Logo
Alison Kaplan
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #23044
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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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 “RMA,” and “Retirement Management Advisor.” Use of RMA, and/or Retirement Management Advisor indicates 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.