Montvale, NJ

Merrill Lynch Wealth Management Office
50 Chestnut Ridge Road
Floor Gr
Montvale, NJ 07645
201.573.4509
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
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The BNS Group
Merrill Lynch Wealth Management
201.573.4525
Berntsen and Wolfe Group
Merrill Lynch Wealth Management
973.305.3894
Merrill Lynch Wealth Management
877.550.4542
Merrill Lynch Wealth Management
201.573.4561
Senior Vice President, Senior Resident Director
201.573.4509
Vice President, Wealth Management Advisor
201.573.4525
Financial Advisor
201.573.4543
First Vice President, Senior Financial Advisor
201.573.4505
Financial Advisor
201.573.4568
Financial Advisor
201.573.4555
First Vice President, Senior Financial Advisor
201.573.4530
Kenneth Menezes Headshot Image
Merrill Financial Solutions Advisor
201.573.4516
Timothy Blair Headshot Image
Merrill Financial Solutions Advisor
201.573.4519
John Sung Headshot Image
Merrill Financial Solutions Advisor
201.573.4552
Vice President, Wealth Management Advisor
201.573.4524
Peyton Steitz
Merrill Financial Solutions Advisor
201.573.4523
Senior Vice President, Senior Financial Advisor
201.573.4517
Vice President, Senior Financial Advisor
201.573.4515
Careers At Merrill
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At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
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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.
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.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ 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.