The Strayer Tanzilli Maccarone Group

Merrill Lynch Wealth Management
301 Tresser Blvd
Floor 10
Stamford, CT 06901
(203) 356-8808
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The Strayer/Tanzilli Group has worked together since 1995 providing high net worth individuals with trust advisory, estate planning services and asset-management services. The team provides personalized advice to help clients achieve their financial goals including retirement planning, tax minimization, transferring wealth, investing an inheritance, placing assets in a trust and managing concentrated stock strategies.
The Strayer Tanzilli Maccarone Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Julia Strayer
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
Strayer & Tanzilli Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.

Meet Our Team
Julia Strayer,

CIMA®, CPWA®, CRPC™

Senior Vice President, Wealth Management Advisor
203.356.8808
Catherine Tanzilli,

CRPC™, CTFA

Senior Vice President, Wealth Management Advisor
203.356.8806
Elizabeth Maccarone,

CRPC™, SE-AWMA™

Vice President, Senior Financial Advisor
203.356.8807
Huw D Rose
Registered Senior Wealth Management Client Associate
203.356.8804
Eric Michael Esposito
Wealth Management Client Associate
203.356.8805
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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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.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
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.