The HBM Group
13A Main Street
Sparta, NJ 07871
973.726.5801
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Whatever your personal goals may be, our team of Financial Advisors will work with you to develop a financial strategy designed to help you pursue what’s most important to you.
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
Douglas Sheroff
Assistant Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
The HBM Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Meet Our Team
Jordon Havens
Managing Director, Senior Resident Director
973.726.5801
Douglas Sheroff,

CFP®

Assistant Vice President, Wealth Management Advisor
973.726.5814
Zamira Sanchez
Financial Advisor
973.726.5816
Trisha Elizabeth Petreins
Officer, Wealth Management Client Associate - RDA
973.726.5810
Janice G Scholz
No Officer Title, Wealth Management Client Associate
973.726.5809
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.
Travere Parsons
Wealth Management Banking Specialist
Merrill
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Robert Jarvis
Investment Solutions Group Portfolio Strategist
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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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.