The Stizza Group

Merrill Lynch Wealth Management
1415 Hooper Avenue
Toms River, NJ 08753
(732) 286-3106
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The Stizza Group 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.
The Stizza Group
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.

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Financial Planning with Merrill Personal Wealth Analysis® (PWA)
Meet Our Team
Daniel Stizza,

CFP®, CPFA™

Senior Vice President, Senior Resident Director
732.286.3106
Gary Clawson,

CRPC™

Vice President, Senior Financial Advisor
732.286.3141
Christian Beach,

CPFA™

Assistant Vice President, Senior Financial Advisor
732.286.3137
Anthony Caldarise,

CPFA™

Senior Financial Advisor
732.286.3147
Jacqueline Laura Greenberg
Wealth Management Client Associate - Resident Director Assistant
732.286.3144
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.
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.