The Pearce Group

Merrill Private Wealth Management
901 Dulaney Valley Road
Suite 516
Towson MD 21204
(410) 321.4340
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Mission Statement
The Pearce Group’s mission is to serve as trusted advisors to high‑net‑worth individuals and families by delivering disciplined investment management, thoughtful wealth planning, and highly personalized guidance. We partner with our clients to help preserve, grow, and steward capital across generations, providing clarity and confidence through a long‑term, relationship‑driven approach.
Welcome

As a client of The Pearce Group at Merrill Lynch Private Wealth Management, you have access to the experience of a nationally recognized wealth advisory team with over 250+ years of combined industry experience and 30+ years of tenure at Merrill. Managing Director and Private Wealth Manager, Kent V. Pearce has consistently been recognized at the national level: in 2026, Kent was ranked #29 on the FORBES “America’s Top Wealth Advisors” list* (Published 4.7.26; data as of 9.30.25), as well as being recognized as #1 in Maryland on the BARRON’S “Top 1500 Financial Advisors” list (Published 3.20.26; data as of 9.30.25)*. With physical offices in Towson, Maryland, and West Palm Beach, Florida, we operate as a national practice grounded in long‑term relationships and thoughtful stewardship. Our advisors are supported by a comprehensive wealth management platform and a deep bench of intellectual capital that allow us to deliver highly customized, objective, and flexible solutions, whether the priority is capital growth, wealth preservation, succession planning, or intergenerational wealth transfer. Our disciplined wealth management philosophy is specifically designed to address the complexity of significant wealth. We advise high‑net‑worth individuals and families, business owners, corporate executives, foundations, private and public companies, and professional athletes across the PGA, NFL, NBA, NHL, and MLB. Each relationship begins with a deep understanding of a client’s unique financial landscape and long‑term objectives. From there, we construct a tailored strategy that draws upon the resources of one of the world’s largest full‑service investment firms, while maintaining an independent, global perspective. Our goal is to help clients navigate complexity, adapt to changing conditions, and identify enduring opportunities - providing clarity, confidence, and continuity across generations.

Recognition
Kent Pearce
Managing Director, Private Wealth Manager
Barron’s “Top 1,500 Financial Advisors”, 2014-2026
Forbes "Best-in-State Wealth Advisors", 2019-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America"s Top Wealth Advisors", 2019-2026
(Published in April 2023-2024. Rankings based on data as of June of the previous year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Barron's "Top 100 Financial Advisors", 2020-2025
(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)
Forbes "America’s Top Wealth Management Teams Private Wealth", 2022-2025
(Published annually in November. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America’s Top 250 Wealth Advisors", 2026
Barron's "Top 1,500 Financial Advisors", 2026
(Published on March 20, 2026. Rankings based on data as of September 30, 2025.)
Show more recognition
The Pearce Group
Forbes "Best-in-State Wealth Management Teams", 2023-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Wealth Management Teams Private Wealth", 2022-2025
(Published annually in November. Rankings based on data as of March 31 of current year.)
Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025
(Published annually in May. Years pre-dating 2024, published as Barron's "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based on data as of December 31 of prior year.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Kent Pearce
Managing Director, Private Wealth Manager
410.321.4340
Karl Porter,

CIMA®, CPFA®

Senior Vice President, Wealth Management Advisor
410.321.4311
Jeremy Kober,

CDFA®, CFP®, CKP®, CPFA®

Senior Vice President, Wealth Management Advisor
410.321.4350
Jason Slotkin,

CFP®, CPFA®, SE-AWMA™

Vice President, Wealth Management Advisor
410.321.4390
George Bradford,

CPFA®, SE-AWMA™

Senior Vice President, Resident Director
410.321.4312
Kevin Brandel,

CFP®, CPFA®

Vice President, Wealth Management Advisor
410.321.4367
Thomas Burke
Vice President, Senior Financial Advisor
410.884.6655
Courtney Quinn Rodgers,

CRPC™

Vice President, Private Wealth Senior Business Manager
410.321.4361
Christopher G Anderson,

CRPC™

Vice President, Private Wealth Senior Investment Manager
410.321.4366
Carey Fortnam,

CEPA®, CIMA®, CRPC™, SE-AWMA™

Vice President, Private Wealth Senior Investment Manager
561.514.4820
Austin King,

AAMS™

Assistant Vice President, Private Wealth Relationship Manager
410.321.4384
Joshua Campbell,

CEPA®, CRPC™

Assistant Vice President, Relationship Manager
410.321.4385
Stephanie A Kormanis
Assistant Vice President, Private Wealth Associate
410.321.4318
Tricia A Mauck
Assistant Vice President, Private Wealth Associate
410.321.4307
Amy E McElhose
Officer, Registered Wealth Management Client Associate
410.321.4302
Howard O Bryson
Wealth Management Client Associate
410.321.4381
Hilda Sarai Portillo
Wealth Management Client Associate
410.321.4351
Christopher Jonas Elmonus
Registered Wealth Management Client Associate
410.321.4339
Connor Balea
Registered Wealth Management Client Associate
410.321.4332
Tye Pearce
Wealth Management Client Associate (FP)
410.321.4396
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Lisa M Froehlich
Wealth Management Banking Specialist
Merrill
Brian Canuel
Structured Credit Executive
Bank of America, N.A.
Andrew C Lombardozzi
Senior Wealth Management Lending Officer
NMLS #571136
Bank of America, N.A.
About Private Wealth

We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.

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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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.