The Pelton-Goldberg Group

Merrill Lynch Wealth Management
1325 Franklin Avenue
Floor 04
Garden City, NY 11530
(516) 877.8390
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As your Merrill advisors, we can offer advice, guidance and long-term planning for investment strategies that also consider — as we collaborate — your life goals, risk tolerance, time horizon and liquidity needs.
The Pelton-Goldberg Group
Welcome

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

About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
I David Pelton,

CPFA™, RICP®

Senior Vice President, Senior Financial Advisor
516.877.8369
Brett Goldberg,

CFP®, CRPC™

First Vice President, Senior Financial Advisor
516.877.8390
Ann Michele Vitale
Officer, Registered Senior Wealth Management Client Associate
516.877.8550
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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RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is 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.
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.