Excelsior Wealth Management Group
With over 100 years of combined experience at Merrill Lynch Wealth Management and more than $1 billion in client assets (as of 3/1/2026), we’ve helped families navigate milestones—from first homes to retirements and everything in between. Those moments remind us that every client has a story, and every goal matters. As a legacy team of long‑tenured and newly added high‑achieving advisors, we unite deep experience with fresh perspective and continued growth. Together, we deliver clear guidance and personalized strategies that support the future you envision—helping you move confidently toward the future you’re building for generations to come.
Our team brings together advisors who have spent decades guiding clients along with rising next‑generation talent who are shaping the future of our practice.
What we're most proud of isn't just our experience, but the relationships we've built. We take the time to get to know you—what drives you, what keeps you up at night, and what you envision for yourself and the people you care about.
Our purpose is simple: to help you feel supported, understood, and confident as you move toward the life you envision. We're excited to be part of your financial journey.
Thank you for placing your trust in us—we look forward to growing with you every step of the way.
CIMA®, CPFA®
CIMA®, CPWA®, CRPS™
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.
