GCIAS Leadership
Merrill Lynch Wealth Management
3455 Peachtree Road N.E.
Atlanta, GA 30326
(404) 264.6001
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Mission Statement
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.
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.)
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.)
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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
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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.