TWJ Wealth Management Team Team Photo

TWJ Wealth Management Team

Merrill Lynch Wealth Management
2951 Centerville Rd
Wilmington, DE 19808
(302) 571-5127
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Mission: To Provide Planning, Strategies, Leadership, Responsive Service, and Communication to Optimize Our Clients’ Financial, Tax, Estate, and Retirement Outcomes
TWJ Wealth Management Team
Merrill Lynch Wealth Management
Welcome

The mission of the TWJ Wealth Management Team is to meaningfully, and empathetically, understand the client’s situation, needs, and goals by carefully listening, asking smart questions, and taking the time to develop a strong profile. This is done with specific regards to what may already have been completed and the investments and gains in place.  We then conduct statistical analysis and apply our proven process, experience, and leadership to design a customized wealth management strategy.  The strategy addresses goals, taxes, income needs, retirement debt, estate planning, and the well-informed stewardship of both assets and legacy. Upon implementation, the strategy is adjusted as needs, situations, and market environments change.  Service is personal and immediate for client convenience.  Dedicated efforts are made to reduce the client’s time commitments and help ensure comfort, safety, and organization.  When our clients succeed, we succeed, and their interest must always come first.

Recognition
Thomas Weisenfels
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
TWJ Wealth Management Team Team Photo
TWJ Wealth Management Team
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
Philosophy

When clients work with the team, they will find unmatched service and response times. There are no menu systems as calls are handled immediately and personally. The team prides itself on timely return of emails as well. Regular contact with clients is a commitment with research updates, portfolio recommendations, performance reports, service updates, and certainly whenever there is a service need or client inquiry.

Meet Our Team
Thomas Weisenfels,

CFP®,CRPC™

Managing Director, Wealth Management Advisor
302.571.5198
Jeffrey K Racan,

CFA

Assistant Vice President, Investment Management Specialist
302.571.5244
Jordan P Fieger
Relationship Manager
302.571.5198
Gabriella Giansanti
Officer, Registered Wealth Management Client Associate
302.571.5110
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.
Shawn DeAngelis
Wealth Management Lending Officer
NMLS #1450823
Lisa Rainforth
Wealth Strategies Advisor
Barbara S Racan
Wealth Management Banking Specialist
Merrill
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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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.