Fifth Ave Financial Center, NY

Merrill Lynch Wealth Management Office
75 Rockefeller Plz
New York, NY 10019
212.415.7400
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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.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
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Merrill Lynch Wealth Management
212.415.8877
Merrill Lynch Wealth Management
212.284.5570
Merrill Lynch Wealth Management
212.415.7364
Merrill Lynch Wealth Management
212.284.5862
Merrill Lynch Wealth Management
212.284.5866
Merrill Lynch Wealth Management
212.415.7452
Merrill Lynch Wealth Management
212.415.7349
Merrill Lynch Wealth Management
212.415.7561
The Duffy Group Team Photo
Merrill Lynch Wealth Management
212.415.7503
Paolino & Associates
Merrill Lynch Wealth Management
212.415.8985
The Boccaccio Mohindra Group
Merrill Lynch Wealth Management
212.415.7604
Merrill Lynch Wealth Management
212.415.7479
The Comas Gorman Group
Merrill Lynch Wealth Management
212.415.7631
Merrill Lynch Wealth Management
212.284.5869
Merrill Lynch Wealth Management
212.284.5903
Merrill Lynch Wealth Management
212.415.8855
Merrill Lynch Wealth Management
212.415.8841
The Roberts Group
Merrill Lynch Wealth Management
212.284.5912
Pizzutello Group
Merrill Lynch Wealth Management
212.284.5842
Merrill Lynch Wealth Management
212.284.5555
The Plotkin Group
Merrill Lynch Wealth Management
212.415.8025
Merrill Lynch Wealth Management
212.415.7573
Merrill Lynch Wealth Management
212.415.7843
Merrill Lynch Wealth Management
212.284.5659
Merrill Lynch Wealth Management
212.415.7474
The Wiener Balk Group
Merrill Lynch Wealth Management
212.415.7419
The Uber Group Team Photo
Merrill Lynch Wealth Management
212.415.7711
Merrill Lynch Wealth Management
212.415.7652
Merrill Lynch Wealth Management
212.415.7456
The SRI Group
Merrill Lynch Wealth Management
212.284.5568
Merrill Lynch Wealth Management
212.415.7742
The Garçon Group
Merrill Lynch Wealth Management
212.415.7696
Merrill Lynch Wealth Management
212.415.7640
The Luppino/Eschenauer Group Team Photo
Merrill Lynch Wealth Management
212.415.7570
The Stern Gavin Group Team Photo
Merrill Lynch Wealth Management
212.415.7910
The Quan Wright Wealth Management Group
Merrill Lynch Wealth Management
212.415.7389
Merrill Lynch Wealth Management
800.618.6591
Merrill Lynch Wealth Management
212.284.5590
Merrill Lynch Wealth Management
212.284.5843
Merrill Lynch Wealth Management
212.415.7418
Barnett Group
Merrill Lynch Wealth Management
212.415.0055
Merrill Lynch Wealth Management
212.415.7655
Merrill Lynch Wealth Management
212.415.7771
Merrill Lynch Wealth Management
212.415.7767
Gottman Flaugher Associates
Gottman Flaugher Associates
Merrill Lynch Wealth Management
212.284.5896
Merrill Lynch Wealth Management
212.415.8815
The Samuelson / Mullon Group
Merrill Lynch Wealth Management
212.415.7324
Merrill Lynch Wealth Management
212.284.5688
Merrill Lynch Wealth Management
212.284.5529
The JLO Group
Merrill Lynch Wealth Management
212.415.7750
Merrill Lynch Wealth Management
212.415.7443
The James Group
Merrill Lynch Wealth Management
212.284.5841
Merrill Lynch Wealth Management
212.284.5518
LaPietra, Cybul, and Associates
Merrill Lynch Wealth Management
212.415.7751
Justin Pierce Headshot Image
Merrill Lynch Wealth Management
212.415.7497
Merrill Lynch Wealth Management
212.415.8926
Merrill Lynch Wealth Management
212.415.8969
Merrill Lynch Wealth Management
503.221.4657
Senior Vice President, Senior Financial Advisor
212.284.5839
Senior Financial Advisor
212.284.5859
Carli Weisberg Headshot Image
Financial Advisor
212.415.7749
Financial Advisor
212.415.7766
Vice President, Senior Financial Advisor
212.284.5943
Senior Vice President, Wealth Management Advisor
212.415.0061
First Vice President, Senior Financial Advisor
212.415.7350
Vice President, Senior Financial Advisor
212.284.5831
Senior Vice President, Resident Director - Wealth Management Advisor
212.415.7549
Vice President, Senior Financial Advisor
212.415.7643
Vice President, Wealth Management Advisor
212.284.5626
Merrill Financial Solutions Advisor
212.284.5858
First Vice President, Wealth Management Advisor
212.415.7903
Financial Advisor
212.284.5922
Merrill Financial Solutions Advisor
212.236.5611
Senior Financial Advisor
212.415.8855
Senior Vice President, Wealth Management Advisor
212.415.7957
Sally Cai Headshot Image
Senior Vice President, Senior Financial Advisor
212.415.8924
Financial Advisor
212.415.7978
Financial Advisor
212.284.5553
Senior Vice President, Senior Financial Advisor
212.415.8068
Senior Vice President, Senior Financial Advisor
212.284.5808
Vice President, Senior Financial Advisor
212.415.8879
Assistant Vice President, Senior Financial Advisor
212.415.7308
Senior Vice President, Senior Financial Advisor
212.284.5830
Vice President, Senior Financial Advisor
212.415.7349
Senior Financial Advisor
212.415.8928
Vice President, Wealth Management Advisor
212.415.7397
Jennifer Tso Headshot Image
Merrill Financial Solutions Advisor
212.415.7352
Senior Vice President, Wealth Management Advisor
212.284.5826
Managing Director, Senior Financial Advisor
212.284.5866
Senior Vice President, Senior Financial Advisor
212.415.7707
Senior Financial Advisor
212.415.7540
Senior Vice President, Senior Financial Advisor
212.415.8838
Senior Vice President, Senior Financial Advisor
212.415.8883
Vice President, Senior Financial Advisor
212.284.5810
Merrill Financial Solutions Advisor
212.415.7307
Managing Director, Wealth Management Advisor
212.415.7456
Vice President, Senior Financial Advisor
212.415.8802
Suzanne Katz Headshot Image
First Vice President, Wealth Management Advisor
212.284.5857
Merrill Financial Solutions Advisor
212.415.8821
Senior Vice President, Senior Financial Advisor
212.415.7897
Senior Vice President, Wealth Management Advisor
212.415.7321
Vice President, Wealth Management Advisor
212.415.7838
Senior Vice President, Wealth Management Advisor
212.415.7663
Vice President, Senior Financial Advisor
212.415.7432
First Vice President, Wealth Management Advisor
212.284.5896
Managing Director, Resident Director - Wealth Management Advisor
212.415.7774
Financial Advisor
212.415.7769
Senior Vice President, Senior Financial Advisor
212.415.7604
Managing Director, Wealth Management Advisor
212.415.7406
Vice President, Senior Financial Advisor
212.415.8913
Financial Advisor
212.415.7304
Senior Vice President, Senior Financial Advisor
212.284.5906
Financial Advisor
212.415.7306
Financial Advisor
212.415.7343
Merrill Financial Solutions Advisor
212.415.8837
Assistant Vice President, Wealth Management Advisor
212.284.5524
Financial Advisor
212.415.7898
Managing Director, Wealth Management Advisor
212.284.5841
Senior Financial Advisor
212.415.8912
Senior Vice President, Resident Director
212.415.7656
Financial Advisor
212.415.7327
Financial Advisor
212.415.7339
Vice President, Senior Financial Advisor
212.415.7941
Financial Advisor
212.338.6285
Financial Advisor
212.284.5576
Senior Vice President, Wealth Management Advisor
212.284.5815
Managing Director, Senior Financial Advisor
212.415.7763
Kerry Davi Headshot Image
Senior Vice President, Senior Financial Advisor
212.415.7576
Managing Director, Managing Director, Wealth Management Advisor
212.284.5912
Senior Vice President, Wealth Management Advisor
212.284.5555
Senior Financial Advisor
212.415.7753
Vice President, Wealth Management Advisor
212.284.5915
First Vice President, Senior Financial Advisor
212.415.7694
Tomoe Odahara
Senior Vice President, Senior Financial Advisor
212.415.8194
Vice President, Wealth Management Advisor
212.415.8820
First Vice President, Senior Financial Advisor
212.284.5818
Senior Financial Advisor
212.284.5525
Senior Financial Advisor
212.284.5890
Senior Financial Advisor
212.415.7979
Financial Advisor
212.415.0060
Senior Vice President, Senior Financial Advisor
212.415.7840
Vice President, Senior Financial Advisor
212.415.8885
Merrill Financial Solutions Advisor
212.415.7970
Merrill Financial Solutions Advisor
212.415.7725
Senior Vice President, Wealth Management Advisor
212.415.7312
First Vice President, Wealth Management Advisor
212.415.8199
Senior Financial Advisor
212.284.5510
Mark Yoon Headshot Image
Merrill Financial Solutions Advisor
212.284.5822
Vice President, Senior Financial Advisor
212.415.7497
Merrill Financial Solutions Advisor
212.415.7798
Merrill Financial Solutions Advisor
212.284.5838
First Vice President, Wealth Management Advisor
212.415.7461
Senior Vice President, International Wealth Advisor
212.415.8009
Senior Vice President, Senior Financial Advisor
212.284.5850
Senior Vice President, Senior Financial Advisor
212.415.8126
Merrill Financial Solutions Advisor
212.415.7760
Senior Vice President, Senior Financial Advisor
212.284.5659
Senior Financial Advisor
212.415.7751
Vice President, Senior Financial Advisor
212.284.5528
Senior Vice President, Senior Financial Advisor
212.415.8185
Financial Advisor
212.415.7820
Financial Advisor
212.284.5534
First Vice President, Senior Financial Advisor
212.415.7859
Managing Director, Wealth Management Advisor
212.415.7474
Financial Advisor
212.284.5692
Senior Financial Advisor
212.415.7565
Merrill Financial Solutions Advisor
212.415.7316
Senior Vice President, Wealth Management Advisor
212.415.7703
Vice President, Senior Financial Advisor
212.284.5816
Vice President, Senior Financial Advisor
212.415.8810
Vice President, Senior Financial Advisor
212.415.7767
Senior Vice President, Senior Financial Advisor
212.284.5628
Assistant Vice President, Senior Financial Advisor
212.284.5611
LUIS TAVAREZ Headshot Image
Officer, Merrill Financial Solutions Advisor
212.415.7761
Senior Financial Advisor
212.415.8819
Yixuan Wei Headshot Image
Financial Advisor
212.415.7338
Senior Vice President, Wealth Management Advisor
212.415.7625
Vice President, Senior Financial Advisor
212.415.7686
Senior Vice President, Senior Financial Advisor
212.415.7305
First Vice President, Senior Financial Advisor
212.415.8945
Assistant Vice President, Financial Advisor
212.415.8984
Assistant Vice President, Senior Financial Advisor
212.415.8873
Merrill Financial Solutions Advisor
212.284.5773
Sean O'Donnell Headshot Image
Financial Advisor
212.415.8969
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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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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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ 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.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ 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 Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.