Sabia Balkey & LaHart

Merrill Lynch Wealth Management

1200 Howard Boulevard
Floor 3
Mount Laurel, NJ 08054
(856) 231-5542
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Sabia Balkey & LaHart believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Sabia Balkey & LaHart
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
Sabia Balkey & LaHart
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
William Sabia
Senior Vice President, Senior Financial Advisor
856.231.5541
Michael Balkey,

CRPC™

Senior Vice President, Senior Financial Advisor
856.231.5542
Kyle LaHart,

CFA

Vice President, Wealth Management Advisor
856.231.5543
Patricia A Barnes
Assistant Vice President, Wealth Management Associate
856.231.5540
Maria Fala
Officer, Wealth Management Client Associate
856.231.5650
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.
Jen J Parsons
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #644458
Sammara Vecchio
Wealth Management Banking Specialist
Merrill
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.