The D’addario Group

Merrill Lynch Wealth Management
1 Deforest Ave
Summit, NJ 07901
(908) 203.3712
Learn more about an advisor's background on
Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
The D’addario Group
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
Robert D'Addario
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2022
(Published on March 11, 2022. Rankings based on data as of September 30, 2021.)
Show more recognition
Click here to learn more about advisor recognitions
Meet Our Team
Robert D'Addario,

CPFA®, CPM®, CPWA®, CRPC™

Managing Director, Wealth Management Advisor
908.203.3712
John D'Addario,

CFA, CPFA®, CRPC™

Vice President, Financial Advisor
908.673.1932
Erin Guarneri
Officer, Wealth Management Client Associate
908.673.1914
Ryan Finlay
Officer, Wealth Management Client Associate
908.673.1917
Nicholas H. Schraft,

CRPC™

Officer, Registered Wealth Management Client Associate
908.673.1916
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.
Robert Jarvis
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Nikos Zaires
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.