Kremer Wealth Management

Merrill Lynch Wealth Management
75 Rockefeller Plz
New York, NY 10019
(212) 415-7771
Learn more about an advisor's background on
Treating clients like family and feeling privileged that many clients do the same, The Kremer Wealth Management Group enjoys a proud heritage of bringing its acumen and highly personalized attention to generations of affluent individuals in the New York area and nationwide.
Kremer Wealth Management
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.

Videos
Getting to know Kremer Wealth Management
Recognition
Michelle Hanson
Managing Director, Resident Director - Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Financial Planning's "Top 40 Brokers Under 40", 2024
(Published on February 6, 2024. Rankings based on data as of Sept 30, 2023.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
Jill B Kremer,

CRPC™

Managing Director, Senior Consultant
212.415.7771
Michelle Hanson,

ChFC®,CPFA™,CPWA®,CSRIC®

Managing Director, Resident Director - Wealth Management Advisor
212.415.7774
Miguel Mendoza
Assistant Vice President, Wealth Management Associate
212.415.7733
Jack DeStefano,

CRPC™

Officer, Wealth Management Specialist
212.415.7737
Jake Ragusa
Wealth Management Client Associate
212.415.7739
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.
Thomas J Humrich
Wealth Management Lending Officer
NMLS #832116
John Grassia
Senior Structured Credit Executive
Eli Poupko
Private Wealth Strategist
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
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.
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.
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.