The Linke-Pearson Group

Merrill Lynch Wealth Management
301 Tresser Blvd
Floor 10
Stamford, CT 06901
(800) 831-1017
Learn more about an advisor's background on
We recognize that continuity is important—not only for each client, but for his or her children and grandchildren, too. That’s why our team includes different generations of advisors, mirroring the make-up of the families we serve. We think a client’s wealth strategy is too important to reside wholly with one individual; we collaborate so that clients have robust coverage for their needs.
The Linke-Pearson Group
Merrill Lynch Wealth Management
Welcome

The Linke-Pearson Group is a wealth management team based in Stamford, Connecticut. We work with a select group of clients nationwide, offering customized investment management strategies and precise implementation. We believe we’re different in the way we approach your needs, foster your long-term aspirations and care about your day-to-day well-being.

Our story as a team is not typical. Our senior leaders, Allan and Scott Linke, are brothers. But our family connection to Merrill Lynch Wealth Management does not end there. A member of our family was one of the original partners dating back to 1916. Since then members of our family have continuously worked at Merrill, fulfilling roles ranging from CEO to operations. We are proud to have a family-run team within Merrill Lynch Wealth Management that continues that tradition. We see our outreach as a family business – a perspective that manifests in the way we interact with client families and with our own team members.

Our sensitivity to family legacies –the sacrifices, concerns and satisfactions they entail—helps us to work effectively with multiple generations, catering to each person’s priorities and needs. We invite you to learn more about our team, our family and the ways we can help your own family members pursue their goals more effectively.

We are pleased to be named to the Forbes “Best-in-State Wealth Management Teams” list, 2024 and 2023 as a member of the The Linke-Pearson Group.

Published annually in January. Rankings based on data as of March 31 of prior year.

Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 

Videos
Premium Access Strategies may help with a customized approach to your investments
Recognition
Allan Linke
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Linke-Pearson Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

The Linke-Pearson Group is a wealth management team based in Stamford, Connecticut. We work with a select group of clients nationwide, offering customized investment management strategies and precise implementation. We believe we're different in the way we approach your needs, foster your long-term aspirations and care about your day-to-day well-being.

Our story as a team is not typical. Our senior leaders, Allan and Scott Linke, are brothers. But our family connection to Merrill Lynch Wealth Management does not end there. A member of our family was one of the original partners dating back to 1916. Since then members of our family have continuously worked at Merrill, fulfilling roles ranging from CEO to operations. We are proud to have a family-run team within Merrill Lynch Wealth Management that continues that tradition. We see our outreach as a family business – a perspective that manifests in the way we interact with client families and with our own team members.

Our sensitivity to family legacies –the sacrifices, concerns and satisfactions they entail—helps us to work effectively with multiple generations, catering to each person's priorities and needs. We invite you to learn more about our team, our family and the ways we can help your own family members pursue their goals more effectively.

Published annually in January. Rankings based on data as of March 31 of prior year.

Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Meet Our Team
Allan Linke
Senior Vice President, Senior Financial Advisor
203.356.8646
Scott Linke,

CKP®, CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
203.356.8758
Michael Pearson,

ChFC®, CFA®, CFP®, CPFA™, CPWA®, SE-AWMA™

Senior Vice President, Resident Director - Wealth Management Advisor
203.356.8731
Toni Janeczko
Assistant Vice President, Wealth Management Associate
203.356.8647
Adam Costantini
Officer, Registered Wealth Management Client Associate
203.356.8643
Avenya B Buzelle
Vice President, Wealth Management Client Associate
203.356.8604
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.
Anthony Spaziani
Senior Wealth Management Lending Officer
NMLS #589601
Jeffrey Wiedmann
Wealth Strategies Advisor
David W. Waldo
Employee Benefits Specialist
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
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
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 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.
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.