The Covitz Hillman McCauley Group Team Photo

The Covitz Hillman McCauley Group

Merrill Lynch Wealth Management

115 West Century Rd
Paramus, NJ 07652
(201) 967-3775
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To help you plan for the retirement you’ve always envisioned, your Merrill team will work together with you to help you understand your unique priorities and full financial picture.
The Covitz Hillman McCauley Group
Merrill Lynch Wealth Management
Welcome

Our entire team shares a common goal: to help clients pursue their personal financial goals, such as planning for and funding children’s educations, helping ensure that money lasts in retirement, and planning for potential health care costs. Everything we do takes into account clients’ personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals.

 
"The interests of our clients must come first."

Charles E. Merrill

Recognition
Scott Covitz
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Next-Generation Wealth Advisors", 2022-2023
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
The Covitz Hillman McCauley Group Team Photo
The Covitz Hillman McCauley Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Scott Covitz
Senior Vice President, Senior Financial Advisor
201.967.3775
Seth Hillman,

CRPC™

Senior Vice President, Wealth Management Advisor
201.967.2704
Brendan McCauley
Vice President, Senior Financial Advisor
201.967.3743
William G Bulick,

CIMA®, CRPC™

Senior Vice President, Senior Relationship Manager
201.967.3776
Monece Andre Franco
Registered Wealth Management Client Associate
201.967.3765
Kerry Grace McCauley
Wealth Management Client Associate
201.967.3706
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.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Natalie De La Calle
Alternative Investments Regional Specialist
Bank of America, N.A.
Aileen T. Takio
Employee Benefits Specialist
Bank of America, N.A.
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.
AAMS® and Accredited Asset Management SpecialistSM are registered service marks, and CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo 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.