Sebastian, Awner, Houlding, Spagnolo Group

Merrill Lynch Wealth Management
50 Fountain Plaza
Suite 1100
Buffalo, NY 14202
(716) 849-2147
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Sebastian, Awner, Houlding, Spagnolo Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Sebastian, Awner, Houlding, Spagnolo Group
Merrill Lynch Wealth Management
Welcome

Our dedicated advisor team shares a common goal: to help affluent households and small business owners pursue meaningful goals. We can also work with your “outside” professionals, such as attorneys and accountants, to help understand your financial situation, risk tolerance, time horizon, liquidity needs, and important goals. In addition to offering personalized strategies tailored to your goals—such as funding your children’s education, helping ensure your wealth can last in retirement, and planning for potential health care costs—we can assist in creating a financial strategy designed to help your family transfer wealth to the younger generation.

Recognition
Chris Sebastian
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019
(Published on February 20, 2020. Rankings based on data as of June 30, 2018.)
Show more recognition
Sebastian, Awner, Houlding, Spagnolo Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
About Us
Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Meet Our Team
Chris Sebastian
Managing Director, Wealth Management Advisor
716.849.2059
Kim M Mahoney
Assistant Vice President, Wealth Management Associate
716.849.2129
Christina Battista,

CRPC™

Officer, Registered Wealth Management Client Associate
716.849.2035
Jennifer Caldiero
Officer, Registered Wealth Management Client Associate
716.849.2036
Michael J. Santomauro
Registered Wealth Management Client Associate
716.849.2020
Faraaz Mohammed Ali,

AAMS™,CRPC™

Financial Advisor
716.849.2033
Maxine Awner,

CAP®

Senior Vice President, Senior Consultant
716.849.2024
J. Austin Houlding,

CPFA™

Senior Vice President, Senior Financial Advisor
716.849.2147
Graziano Spagnolo
Senior Vice President, Senior Financial Advisor
716.849.2125
Loretta Nappo
Officer, Wealth Management Client Associate
716.849.2115
Carolyn P Sullivan,

CFP®

Vice President, Senior Relationship Manager
716.849.2004
Donna L. Kozuch,

CRPC™

Vice President, Senior Relationship Manager
716.849.2138
Leslie A. Zoerb,

CRPC™

Assistant Vice President, Wealth Management Associate
716.849.2126
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.
Donna M Szustak
Wealth Management Banking Specialist
Sherie L Allensworth
Wealth Management Lending Officer
NMLS #590004
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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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.
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.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.