The CDS Group

Merrill Lynch Wealth Management
108 Main Street North
Floor 02
Southbury, CT 06488
Learn more about an advisor's background on
The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes. We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
The CDS Group
Meet Our Team
Steven Sax
Senior Vice President, Senior Financial Advisor
203.573.5710
Jennifer Cremin,

CRPC™

Senior Vice President, Senior Financial Advisor
203.573.5720
Theodore De Giacomo
Senior Financial Advisor
203.573.5725
Suzanne C Macero
Suzanne C Macero
Registered Senior Wealth Management Client Associate
203.573.5717
Julie M Ruest
Julie M Ruest
Wealth Management Client Associate
203.573.5709
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.