The SW Group at Merrill Lynch Wealth Management

Merrill Lynch Wealth Management
75 Rockefeller Plz
New York, NY 10019
(212) 284-5869
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Understanding your priorities is at the heart of what we do.It's not just about markets and returns, it's about what matters most to you.
The SW Group at Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Welcome

Our passion in this industry stems from our desire to help others.

Through the successes and challenges experienced by important people in our lives, we recognize the need for a professional and caring team to help you realize the life you want.

About Us
Our Approach

Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.

The value of the relationship with you includes:

  • helping you make informed decisions
  • recognizing your life priorities and goals
  • understanding your investment style
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets
Meet Our Team
Craig Scheidt,

CPFA™

Vice President, Senior Financial Advisor
212.284.5875
Dilini Weerasooriya,

CFP®,CPFA™,CRPC™,CSRIC®,SE-AWMA™

Senior Financial Advisor
212.284.5869
Carita D Hairston
Officer, Wealth Management Client Associate
212.415.8849
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 B Sullivan
Senior Wealth Management Lending Officer
NMLS #208521
Andre Reguinho
Retirement Specialist
Wydayessi Urquiza
Wealth Management Banking 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.

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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.
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.
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.