The Bergold Russell Group

Merrill Lynch Wealth Management
601 E Atlantic Ave
Delray Beach, FL 33483
(561) 276-1633
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Bergold Russell 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.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Gary Vincent Russell
Senior Vice President, Senior Consultant
561.276.1622
Michael John Bergold
Senior Vice President, Senior Consultant
561.276.1636
Robert Heeg,

CRPC™

Senior Vice President, Senior Financial Advisor
561.276.1633
David Wilson,

ChFC®

Senior Vice President, Wealth Management Advisor
561.276.1641
Marcia Lisboa
Financial Advisor
561.276.1673
Jacqueline Gregory Slye
Assistant Vice President, Wealth Management Associate
561.276.1640
Bianca Oliveira
Officer, Wealth Management Client Associate
561.276.1645
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.
Nicholas Karpinski
Investment Solutions Group Portfolio Strategist
Bazelaire Auredy
Wealth Management Banking Specialist
Christopher H Rammage
Wealth Management Lending Officer
NMLS #17455
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.