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GCIAS Leadership

Merrill Lynch Wealth Management

3455 Peachtree Road N.E.

Atlanta, GA 30326

(404) 264.6001

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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.

GCIAS Leadership

WelcomeRecognitionAbout UsMeet Our TeamInsightsAbout Merrill

Welcome

Nobody has time for complexity these days, especially when it comes to financial matters. That's why for more than 25 years, Merrill's Global Corporate & Institutional Advisory Services (GCIAS) has offered plan sponsors access to the advantages of integrating recordkeeping support for retirement contribution plans, equity and stock awards, and personalized wealth management services with employee education and financial wellness strategies. Ours is a story of commitment, experience, innovative strategies and connecting the dots for companies and their employees.

For more information on GCIAS, please visit our Team Page .

Recognition

Brittany Hartnett

Managing Director, Wealth Management Advisor

Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2018-2020

(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)

Show More Recognitions

Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2018-2020

(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2019

(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)

Forbes "America"s Top Women Wealth Advisors", 2022

(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)

Forbes "Best-in-State Wealth Advisors", 2022

(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)

Show more recognition

Brittany Hartnett

Managing Director, Wealth Management Advisor

Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2018-2020

(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)

Show More Recognitions

Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2018-2020

(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2019

(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)

Forbes "America"s Top Women Wealth Advisors", 2022

(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)

Forbes "Best-in-State Wealth Advisors", 2022

(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)

James Kaufman

Managing Director, Senior Financial Advisor

Forbes "Best-in-State Wealth Management Teams", 2023

(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2022

(Published on March 11, 2022. Rankings based on data as of September 30, 2021.)

Forbes "Best-in-State Wealth Management Teams", 2023

(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2022

(Published on March 11, 2022. Rankings based on data as of September 30, 2021.)

Emily Fletcher

Managing Director, Senior Financial Advisor

Barron's "Top 100 Women Financial Advisors", 2021

(Published on June 18, 2021. Rankings based on data as of March 31, 2021.)

Forbes "America"s Top Women Wealth Advisors", 2021

(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)

Barron's "Top 100 Women Financial Advisors", 2021

(Published on June 18, 2021. Rankings based on data as of March 31, 2021.)

Forbes "America"s Top Women Wealth Advisors", 2021

(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)

Erik Bjerke

Managing Director, Wealth Management Advisor

Barron's "Top 100 Financial Advisors", 2022-2024

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "Top 100 Institutional Consulting Teams", 2022-2023

(Published annually in April. Rankings based on data as of December 31 of prior year.)

Barron's "Top 100 Financial Advisors", 2022-2024

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "Top 100 Institutional Consulting Teams", 2022-2023

(Published annually in April. Rankings based on data as of December 31 of prior year.)

Kevin Higginbotham

Managing Director, Wealth Management Advisor

Barron's "America's Top 1200 Financial Advisors State-by-State", 2019

(Published on March 11, 2019. Rankings based on data as of September 30, 2018.)

Financial Times "FT400", 2014

(Published on March 25, 2014. Rankings based on data as of June 30, 2013.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2019

(Published on March 11, 2019. Rankings based on data as of September 30, 2018.)

Financial Times "FT400", 2014

(Published on March 25, 2014. Rankings based on data as of June 30, 2013.)

David Mack

Managing Director, Wealth Management Advisor

Barron's "America's Top 1200 Financial Advisors State-by-State", 2020

(Published on March 13, 2020. Rankings based on data as of September 30, 2019.)

Financial Times "FT400", 2013

(Published on April 11, 2013. Rankings based on data as of June 30, 2012.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2020

(Published on March 13, 2020. Rankings based on data as of September 30, 2019.)

Financial Times "FT400", 2013

(Published on April 11, 2013. Rankings based on data as of June 30, 2012.)

Steven Prediletto

Managing Director, Wealth Management Advisor

On Wall Street "Top 40 Advisors Under 40", 2012

Financial Times "400 Top Financial Advisers", 2014

(Published on March 25, 2014. Rankings based on data as of June 30, 2013.)

On Wall Street "Top 40 Advisors Under 40", 2012

Financial Times "400 Top Financial Advisers", 2014

(Published on March 25, 2014. Rankings based on data as of June 30, 2013.)

Joseph Sacco

Managing Director, Senior Financial Advisor

Financial Times "Top 401 Retirement Plan Advisors", 2017

(Published on September 27, 2017. Rankings based on data as of Dec 31, 2016.)

Financial Times "Top 401 Retirement Plan Advisors", 2017

(Published on September 27, 2017. Rankings based on data as of Dec 31, 2016.)

Elizabeth White

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Next Generation Wealth Advisors", 2019

(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)

Forbes "America's Top Women Wealth Advisors", 2020

(Published on April 21, 2020. Rankings based on data as of Sept 30, 2019.)

Show More Recognitions

Forbes "Best-in-State Next Generation Wealth Advisors", 2019

(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)

Forbes "America's Top Women Wealth Advisors", 2020

(Published on April 21, 2020. Rankings based on data as of Sept 30, 2019.)

Forbes "America's Top Next-Generation Wealth Advisors", 2020

(Published on July 22, 2020. Rankings based on data as of March 31, 2020.)

Working Mother "Top Wealth Adviser Moms", 2020

(Published on September 29, 2020. Rankings based on data as of Mar 31, 2020.)

Forbes "Best-in-State Women Wealth Advisors Ranking", 2022

(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)

Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023

(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)

Chad Pigg Fife

Managing Director, Wealth Management Advisor

Barron's "America's Top 50 Institutional Consultants", 2019

(Published on April 20, 2019. Rankings based on data as of December 31, 2018.)

Financial Times "Top 401 Retirement Plan Advisors", 2017

(Published on September 27, 2017. Rankings based on data as of Dec 31, 2016.)

Show More Recognitions

Barron's "America's Top 50 Institutional Consultants", 2019

(Published on April 20, 2019. Rankings based on data as of December 31, 2018.)

Financial Times "Top 401 Retirement Plan Advisors", 2017

(Published on September 27, 2017. Rankings based on data as of Dec 31, 2016.)

Financial Times "Top 401 Retirement Plan Advisers", 2020

(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)

Barron's "Top 100 Institutional Consulting Teams", 2021-2024

(Published annually in April. Rankings based on data as of December 31 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023

(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)

Click here to learn more about advisor recognitions

About Us

Welcome

From our Atlanta hub, GCIAS's 90 financial advisors and 80 additional professionals provide benefit plan education, financial wellness support and personalized wealth management services to individuals and families in all 50 states. Many of our clients are associated with our more than 95 corporate plan sponsors for which GCIAS serves as a gateway to Bank of America's retirement plan, nonqualified deferred compensation plan, health savings accoutns and equity award program recordkeeping capabilities.

Our personalized financial strategies are grounded in each client's company financial benefits and their unique goals, challenges and aspirations. GCIAS's breadth and depth, along with our high-touch approach and complimentary planning services, enables us to scale wealth management education initiatives and individual support to serve a broad range of our plan sponsors' employees, from front-line workers, middle managers, and retirees to senior managers, C-suite executives, and other high-net worth clients.

Meet Our Team

Brittany Hartnett,

CFP®, CRPC™, SE-AWMA™

Managing Director, Wealth Management Advisor

404.231.4851

James Kaufman

Managing Director, Senior Financial Advisor

404.264.6014

Emily Fletcher

Managing Director, Senior Financial Advisor

404.264.6001

Erik Bjerke,

CFP®, CIMA®, CPFA™

Managing Director, Wealth Management Advisor

404.264.6011

Kevin Higginbotham

Managing Director, Wealth Management Advisor

404.264.6012

Jeffrey Crowell,

CIMA®, CKP®, CPFA™

Managing Director, Wealth Management Advisor

404.264.2061

Jeffrey Neumeyer,

CFP®

Managing Director, Wealth Management Advisor

404.264.6017

David Mack,

CFP®

Managing Director, Wealth Management Advisor

404.264.6036

Steven Prediletto

Managing Director, Wealth Management Advisor

404.264.7270

Joseph Sacco,

CPFA™

Managing Director, Senior Financial Advisor

908.522.3349

Elizabeth White,

CFP®, CRPC™

Managing Director, Wealth Management Advisor

404.264.2060

Michael Sontag

Managing Director, Senior Financial Advisor

404.231.6980

Rachael C Kelly,

CPFA™

Assistant Vice President, Senior Relationship Manager

404.264.6004

Sydney L Wiggins,

CRPC™

Officer, Wealth Management Associate

404.264.7277

Jaiden Alexandra Deas,

CPFA™, CRPS™

Assistant Vice President, Business Manager

404.231.2527

Bambi Rentschler

Assistant Vice President, Wealth Management Associate

404.264.6038

Ryan Daly,

CRPC™

Assistant Vice President, Wealth Planner

404.231.2512

Durene Helbling,

CFP®, CRPC™

Assistant Vice President, Wealth Planner

404.264.6010

DELFINO LANDAVERDE

Officer, Registered Wealth Management Client Associate

404.231.7896

Tracy Dunaway North

Wealth Management Client Associate (FP)

404.231.6326

Chad Pigg Fife,

CEP, CIMA®, CKP®, CPFA™, CRPS™

Managing Director, Wealth Management Advisor

404.231.6993

Daniel J Lewis

Assistant Vice President, Wealth Planner

404.264.7262

Daniel C Marshall,

CFP®, CRPC™

Assistant Vice President, Wealth Planner

404.264.2916

Matthew M Prediletto,

CFP®, CRPC™

Assistant Vice President, Wealth Planner

404.231.2437

Renee Alladin,

CRPC™

Assistant Vice President, Wealth Management Associate

404.264.2067

Courtney Jane Murphy-Mesa,

CRPC™

Officer, Registered Wealth Management Client Associate

404.231.7889

Leslie L Hill,

CRPC™

Assistant Vice President, Wealth Management Associate

404.264.6019

Insights

Market Decode: Where mortgage rates & home sales could go next

6 reasons to sell an investment - and 2 to hold on

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Do you have a Retirement Spending Plan?

Should you borrow or take an early distribution from your 401(k)?

Selling Stocks? 3 ways to trim your tax bill

Be Cyber-secure: Hone Your Password-writing Skills

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.

It starts with you

Helping to make your goals a reality

Designed to keep you in the know

GCIAS Leadership

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