Fifth Ave Financial Center

Merrill Lynch Wealth Management Office
75 Rockefeller Plz
New York, NY 10019
212.415.7400
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
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Merrill Lynch Wealth Management
212.415.8877
Merrill Lynch Wealth Management
212.284.5570
Merrill Lynch Wealth Management
212.415.7364
Merrill Lynch Wealth Management
212.284.5862
Merrill Lynch Wealth Management
212.284.5866
Merrill Lynch Wealth Management
212.415.7452
Merrill Lynch Wealth Management
212.415.7349
Merrill Lynch Wealth Management
212.415.7561
The Duffy Group Team Photo
Merrill Lynch Wealth Management
212.415.7503
Paolino & Associates
Merrill Lynch Wealth Management
212.415.8985
The Boccaccio Mohindra Group
Merrill Lynch Wealth Management
212.415.7604
The Liebers Group
Merrill Lynch Wealth Management
212.415.7479
The Comas Gorman Group
Merrill Lynch Wealth Management
212.415.7631
Merrill Lynch Wealth Management
212.284.5869
Merrill Lynch Wealth Management
212.284.5903
Merrill Lynch Wealth Management
212.415.8855
Merrill Lynch Wealth Management
212.415.8841
The Roberts Group
Merrill Lynch Wealth Management
212.284.5912
Pizzutello Group
Merrill Lynch Wealth Management
212.284.5842
Merrill Lynch Wealth Management
212.284.5555
The Plotkin Group
Merrill Lynch Wealth Management
212.415.8025
Merrill Lynch Wealth Management
212.415.7573
Merrill Lynch Wealth Management
212.415.7843
Merrill Lynch Wealth Management
212.284.5659
Merrill Lynch Wealth Management
212.415.7474
The Wiener Balk Group
Merrill Lynch Wealth Management
212.415.7419
The Uber Group Team Photo
Merrill Lynch Wealth Management
212.415.7711
Merrill Lynch Wealth Management
212.415.7652
Merrill Lynch Wealth Management
212.415.7456
The SRI Group
Merrill Lynch Wealth Management
212.284.5568
Merrill Lynch Wealth Management
212.415.7742
The Garçon Group
Merrill Lynch Wealth Management
212.415.7696
Merrill Lynch Wealth Management
212.415.7640
The Luppino/Eschenauer Group Team Photo
Merrill Lynch Wealth Management
212.415.7570
The Barone Group
Merrill Lynch Wealth Management
212.415.8875
The Stern Gavin Group Team Photo
Merrill Lynch Wealth Management
212.415.7910
The Quan Wright Wealth Management Group
Merrill Lynch Wealth Management
212.415.7389
The Pluta/Katz Group Team Photo
Merrill Lynch Wealth Management
800.618.6591
Merrill Lynch Wealth Management
212.284.5590
Merrill Lynch Wealth Management
212.284.5843
Merrill Lynch Wealth Management
212.415.7418
Barnett Group
Merrill Lynch Wealth Management
212.415.0055
Merrill Lynch Wealth Management
212.415.7655
Merrill Lynch Wealth Management
212.415.7771
Merrill Lynch Wealth Management
212.415.7767
Gottman Flaugher Associates
Gottman Flaugher Associates
Merrill Lynch Wealth Management
212.284.5896
Merrill Lynch Wealth Management
212.415.8815
The Samuelson / Mullon Group
Merrill Lynch Wealth Management
212.415.7324
Merrill Lynch Wealth Management
212.284.5688
Merrill Lynch Wealth Management
212.284.5529
The JLO Group
Merrill Lynch Wealth Management
212.415.7750
Merrill Lynch Wealth Management
212.415.7443
The James Group
Merrill Lynch Wealth Management
212.284.5841
Merrill Lynch Wealth Management
212.284.5518
LaPietra, Cybul, and Associates
Merrill Lynch Wealth Management
212.284.5628
Justin Pierce Headshot Image
Merrill Lynch Wealth Management
212.415.7497
Merrill Lynch Wealth Management
212.415.8926
Merrill Lynch Wealth Management
212.415.8969
Merrill Lynch Wealth Management
503.221.4657
Managing Director, Wealth Management Advisor
212.284.5841
Vice President, Wealth Management Advisor
212.284.5626
Assistant Vice President, Senior Financial Advisor
212.415.7308
Financial Advisor
212.415.7769
Assistant Vice President, Senior Financial Advisor
212.415.8873
Senior Vice President, Senior Financial Advisor
212.284.5628
Senior Vice President, Senior Financial Advisor
212.415.8068
Assistant Vice President, Wealth Management Advisor
212.284.5524
Senior Vice President, Senior Financial Advisor
212.415.8126
Vice President, Senior Financial Advisor
212.415.7643
Yixuan Wei Headshot Image
Financial Advisor
212.415.7338
Senior Vice President, Senior Financial Advisor
212.415.7707
Managing Director, Resident Director - Wealth Management Advisor
212.415.7774
Senior Vice President, Wealth Management Advisor
212.284.5815
First Vice President, Senior Financial Advisor
212.415.7694
First Vice President, Wealth Management Advisor
212.415.7903
Senior Vice President, Resident Director - Wealth Management Advisor
212.415.7549
Carli Weisberg Headshot Image
Financial Advisor
212.415.7749
Merrill Financial Solutions Advisor
212.415.8837
Senior Vice President, Senior Financial Advisor
212.415.7840
Vice President, Senior Financial Advisor
212.415.7432
Senior Vice President, Senior Financial Advisor
212.415.7305
Vice President, Wealth Management Advisor
212.415.8820
Financial Advisor
212.415.7978
Senior Financial Advisor
212.415.8912
Senior Vice President, Wealth Management Advisor
212.415.7957
Merrill Financial Solutions Advisor
212.415.7970
Senior Vice President, International Wealth Advisor
212.415.8009
First Vice President, Wealth Management Advisor
212.415.8199
Jennifer Tso Headshot Image
Merrill Financial Solutions Advisor
212.415.7352
Senior Financial Advisor
212.415.7753
Financial Advisor
212.284.5922
Senior Vice President, Senior Financial Advisor
212.284.5808
Senior Vice President, Senior Financial Advisor
212.284.5906
Vice President, Senior Financial Advisor
212.415.7767
Vice President, Senior Financial Advisor
212.415.7941
Senior Financial Advisor
212.415.7540
First Vice President, Senior Financial Advisor
212.415.8945
Merrill Financial Solutions Advisor
212.236.5611
Vice President, Senior Financial Advisor
212.415.7686
Senior Financial Advisor
212.284.5510
Senior Financial Advisor
212.415.7751
Vice President, Senior Financial Advisor
212.415.8885
Vice President, Senior Financial Advisor
212.415.8879
Vice President, Senior Financial Advisor
212.284.5528
First Vice President, Senior Financial Advisor
212.415.7859
Merrill Financial Solutions Advisor
212.284.5838
Vice President, Senior Financial Advisor
212.284.5816
Senior Vice President, Wealth Management Advisor
212.284.5826
Financial Advisor
212.415.7820
Merrill Financial Solutions Advisor
212.415.7760
Senior Vice President, Senior Financial Advisor
212.284.5659
Merrill Financial Solutions Advisor
212.415.8821
Vice President, Senior Financial Advisor
212.415.7724
Merrill Financial Solutions Advisor
212.284.5773
Financial Advisor
212.284.5576
Financial Advisor
212.284.5534
Senior Financial Advisor
212.415.7979
Senior Vice President, Wealth Management Advisor
212.415.7321
Senior Vice President, Senior Financial Advisor
212.415.7897
Financial Advisor
212.415.7898
Vice President, Wealth Management Advisor
212.415.7838
Vice President, Senior Financial Advisor
212.284.5831
Senior Vice President, Senior Financial Advisor
212.284.5850
Senior Vice President, Senior Financial Advisor
212.415.8883
Assistant Vice President, Financial Advisor
212.415.8984
Financial Advisor
212.415.7306
Senior Vice President, Senior Financial Advisor
212.415.7604
Financial Advisor
212.415.7766
Vice President, Senior Financial Advisor
212.415.7497
Financial Advisor
212.284.5692
Senior Vice President, Wealth Management Advisor
212.415.0061
Financial Advisor
212.284.5553
Suzanne Katz Headshot Image
First Vice President, Wealth Management Advisor
212.284.5857
First Vice President, Wealth Management Advisor
212.284.5896
Managing Director, Wealth Management Advisor
212.415.7456
Managing Director, Managing Director, Wealth Management Advisor
212.284.5912
Tomoe Odahara
Senior Vice President, Senior Financial Advisor
212.415.8194
Assistant Vice President, Senior Financial Advisor
212.284.5611
Sean O'Donnell Headshot Image
Financial Advisor
212.415.8969
Financial Advisor
212.415.7339
Managing Director, Wealth Management Advisor
212.415.7474
LUIS TAVAREZ Headshot Image
Officer, Merrill Financial Solutions Advisor
212.415.7761
Managing Director, Wealth Management Advisor
212.415.7479
Senior Vice President, Wealth Management Advisor
212.415.7625
Vice President, Senior Financial Advisor
212.415.7349
Vice President, Senior Financial Advisor
212.415.8802
Vice President, Senior Financial Advisor
212.415.8810
Senior Vice President, Wealth Management Advisor
212.415.7663
Vice President, Senior Financial Advisor
212.284.5810
Senior Financial Advisor
212.284.5890
Financial Advisor
212.338.6285
Senior Financial Advisor
212.415.8928
Managing Director, Senior Financial Advisor
212.284.5866
Senior Financial Advisor
212.284.5525
Financial Advisor
212.415.8855
Managing Director, Wealth Management Advisor
212.415.7406
First Vice President, Wealth Management Advisor
212.415.7461
Senior Vice President, Resident Director
212.415.7656
Financial Advisor
212.415.7343
Managing Director, Senior Financial Advisor
212.415.7763
Senior Vice President, Wealth Management Advisor
212.284.5555
Vice President, Senior Financial Advisor
212.415.8913
Senior Vice President, Wealth Management Advisor
212.415.7703
Senior Vice President, Senior Financial Advisor
212.284.5839
Senior Vice President, Senior Financial Advisor
212.284.5830
Financial Advisor
212.415.7327
Senior Vice President, Senior Financial Advisor
212.415.8838
First Vice President, Senior Financial Advisor
212.415.7350
Senior Vice President, Senior Financial Advisor
212.415.8185
Vice President, Wealth Management Advisor
212.284.5915
Senior Vice President, Wealth Management Advisor
212.415.7312
Merrill Financial Solutions Advisor
212.284.5858
Sally Cai Headshot Image
Senior Vice President, Senior Financial Advisor
212.415.8924
Senior Financial Advisor
212.415.7565
Assistant Vice President, Merrill Financial Solutions Advisor
212.415.0060
Financial Advisor
212.415.7304
First Vice President, Senior Financial Advisor
212.284.5818
Kerry Davi Headshot Image
Senior Vice President, Senior Financial Advisor
212.415.7576
Senior Financial Advisor
212.415.8819
Vice President, Wealth Management Advisor
212.415.7397
Senior Financial Advisor
212.284.5859
Vice President, Senior Financial Advisor
212.284.5943
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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.
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.
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 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.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ 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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ 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®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
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.