Jamie Block / James Hickey & Associates

Merrill Lynch Wealth Management
75 Rockefeller Plz
New York, NY 10019
(212) 415-8877
Learn more about an advisor's background on
We offer bespoke financial strategies for high net-worth investors on one of the most robust institutional platforms in the world. 
Jamie Block / James Hickey & Associates
Merrill Lynch Wealth Management
Welcome

Jamie Block, Senior Vice President at Merrill Lynch Wealth Management, harnesses over 23 years of expertise to empower clients in realizing their financial dreams. With a holistic approach rooted in deep client engagement and risk understanding, Jamie, a Sport and Entertainment accredited Wealth Management Advisor (SE-AWMA), infuses creativity and passion into his practice, drawing from his background as a former singer-songwriter signed to Capitol Records in the 1990s. An avid tennis player and proud father of two daughters, Johanna and Sophie, Jamie thrives on helping others achieve financial success. 

James Hickey, Partner at Block-Hickey & Associates in NYC’s Merrill flagship office, is a pivotal force in the team’s portfolio strategy and development segments. Having embraced the vibrant city life of Stamford, CT, for the past five years, James is deeply committed to community engagement. He works with various communities, where he contributes to developing strategies for effective learning & communication. Beyond his professional and philanthropic endeavors, James finds joy in football, motorcycle tinkering, and indulging in culinary adventures.

Recognition
Malia Morales
Senior Vice President, Private Wealth Advisor
Working Mother "Top Wealth Adviser Moms", 2020-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2019-2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top State-by-State Advisors", 2020
(Published on January 16, 2020. Rankings based on data as of June 30, 2019.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022, 2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes' "America's Top Women Wealth Advisors", 2019, 2021
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes' "America's Top Next-Generation Wealth Advisors", 2018, 2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
About Us
Philosophy

In my career, investors have been blindsided by three major market corrections: the bursting of the "dot com" bubble and 9/11 in 2001, the breathtaking market declines of the "Great Recession" in 2008, and the Covid pandemic bear market of 2020. So what about downside risk? We believe any plan that does not include a systematic, "rules-based" approach to reducing risk during times of market turbulence is not complete.

No two clients are exactly alike. Consequently, there is no singular wealth management strategy or tactic that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, then can we help you position yourself to identify and address financial challenges… and opportunities.

If your aim in investing includes an attentive eye toward the future, we can help you to position yourself to achieve your goals by thoughtfully employing our experience, extensive knowledge and resources. Our single goal is your success!

Meet Our Team
Lewis Block,

SE-AWMA™

Senior Vice President, Senior Financial Advisor
212.415.8877
James Hickey
Financial Advisor
212.415.7734
Elmira Zavlunova
Officer, Registered Senior Wealth Management Client Associate
212.415.7649
Malia S. Morales,

CDFA®,CIMA®,CRPC™,SE-AWMA™

Senior Vice President, Private Wealth Advisor
713.632.8373
Valerie Wills
Wealth Management Client Associate
212.415.7953
Tiffanie D Perez
Wealth Management Client Associate
212.415.7721
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.
Eli Poupko
Private Wealth Strategist
Conor O'Keefe
Alternative Investments Regional Specialist
Megan Miller
Associate Investment Advisory Specialist
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
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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 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.