The Weinberg Group

Merrill Lynch Wealth Management
900 So US Hwy One
Suite 400
Jupiter, FL 33477
(561) 743.2075
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At our Merrill Lynch Wealth Management financial advisory practice in Jupiter, Florida, our mission is to empower individuals and families to pursue their financial goals through personalized, thoughtful financial strategies. We are committed to providing wise advice, exceptional service, and unwavering integrity. Our team is dedicated to building lasting relationships based on trust, transparency, and a deep understanding of each client's unique financial needs and aspirations. By leveraging our collective experience and the robust resources of Merrill, we strive to deliver financial confidence to every client we serve.
The Weinberg Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

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Recognition
Michael Weinberg
Senior Vice President, Senior Resident Director
Forbes "Best-in-State Wealth Advisors", 2020, 2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The Weinberg 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.)
Meet Our Team
Michael Weinberg,

CRPC™

Senior Vice President, Senior Resident Director
561.743.2078
Martine Pate
Senior Vice President, Senior Financial Advisor
561.743.2077
Christopher Marchica,

CFP®, CPFA®

Vice President, Senior Financial Advisor
561.743.2075
Julianna Marks,

CRPC™

Assistant Vice President, Wealth Management Associate
561.743.2074
C. Nicole Martin
Assistant Vice President, Wealth Management Associate
561.745.1429
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.
Natalie Spencer
Wealth Management Banking Specialist
Merrill
Corey Bilbo
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1392632
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.
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.