Adamchak, Lavezzoli & Associates Team Photo

Adamchak, Lavezzoli & Associates

Merrill Lynch Wealth Management

6311 Atrium Dr
Bradenton, FL 34202
(941) 413.4510
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We provide our clients with a high quality wealth planning experience. We strive to help clients achieve their financial life goals, while making the complexities of financial life easy to understand.
Adamchak, Lavezzoli & Associates
Merrill Lynch Wealth Management
Welcome

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

Recognition
Joseph Adamchak
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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
Adamchak, Lavezzoli & Associates Team Photo
Adamchak, Lavezzoli & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Welcome

We are a goals based wealth management advisory team who values personal relationships and offers individualized recommendations to complex financial issues facing the clients we serve today. Every relationship begins by assisting clients to identify their investment personality, financial goals, and life priorities. We believe in asking the right questions around family, health, leisure, home, work, and finances.

The clients we serve range from individuals to foundations and businesses not just geographically concentrated in Florida, but in cities and towns across the country. With offices in Sarasota and Bradenton Florida, our team is designed to deliver a customized experience that goes beyond portfolio management. We are committed to your client service experience and satisfaction.

Meet Our Team
Joseph Adamchak,

CPFA™

Senior Vice President, Senior Financial Advisor
941.741.2401
Ryan Adamchak,

CFP®, SE-AWMA™

Wealth Management Advisor
941.413.4510
Paul Lavezzoli,

CFP®

Wealth Management Advisor
941.364.5675
Sherri Amber Dandrow
Officer, Wealth Management Client Associate
941.741.2447
Matthew S. DeVita
Wealth Management Client Associate
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.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Cecilia Remy
Retirement Specialist
Bank of America, N.A.
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.
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.