G&L Wealth Management

Merrill Lynch Wealth Management
1700 Route 23
Suite 200
Wayne, NJ 07470
(973) 305.3805
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
G&L 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.

Meet Our Team
Gerard O'Connell,

CPFA™

First Vice President, Wealth Management Advisor
973.305.3820
Lydia Kotevski
First Vice President, Senior Financial Advisor
973.305.3805
Laura Ardis
Wealth Management Client Associate
973.305.3817
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.
Michael K Costo
Retirement Specialist
Bank of America, N.A.
Robert Jarvis
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Tricia Kropp
Wealth Strategies Advisor
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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