CDB Wealth Management
Merrill Lynch Wealth Management
1325 Franklin Avenue
Floor 04
Garden City, NY 11530
(516) 877.8231
Learn more about an advisor's background on
Mission Statement
CDB Wealth Management 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.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, our team can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. CDB Wealth Management will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Daniel Ceriano
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
CDB Wealth Management
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
Daniel Ceriano,

CPFA™

Senior Vice President, Wealth Management Advisor
516.877.8231
Raffaele DeGruttola,

ChFC®, CFP®, CIMA®, CKP®, CPFA™, CRPC™

First Vice President, Wealth Management Advisor
516.877.8370
Robert Brunelli,

CFP®, CPFA™

Vice President, Wealth Management Advisor
516.877.8319
Meredith Weinman,

CFP®

Registered Wealth Management Client Associate
516.877.8501
Lisa M O'Neil
Wealth Management Client Associate
516.877.8384
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
Bank of America, N.A.
NMLS #832116
Andre Reguinho
Retirement Specialist
Bank of America, N.A.
Elke Beder
Wealth Management Banking Specialist
Merrill
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
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
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.