The Bellows Holland Duvall Jackel Group
Merrill Lynch Wealth Management
200 Park Avenue, 13th Floor
New York, NY 10166
(212) 338.6141
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Mission Statement
Our mission is to simplify our clients’ financial lives by providing tailored guidance that informs and inspires, along with a level of customer service that exceeds expectations. We know you have dreams, let us help you realize them.
Welcome

Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children’s educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.

Recognition
Peter Holland
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Next-Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023-2024
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
The Bellows Holland Duvall Jackel Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

The Bellows Holland Duvall Jackel Group, believes that successful wealth management is about more than just investments. Every member of our team is dedicated to helping our clients achieve their financial wellbeing.We help you design, implement, and oversee a custom strategy that helps you and your family pursue your personal financial goals without unnecessary risk. We believe every client is entitled to the highest level of personalized service and care.From our experience, this personalized approach not only fosters meaningful relationships but also helps create the best opportunities to achieve your financial and life goals.

Meet Our Team
Peter Holland,

CPWA®, SE-AWMA™

Senior Vice President, Wealth Management Advisor
212.338.6141
Howard Duvall,

CFP®, CKP®, CPFA®

Senior Vice President, Wealth Management Advisor
212.338.6034
Andrew Jackel,

CKP®, CPFA®

Senior Vice President, Wealth Management Advisor
212.338.6166
Austin Lederer
Financial Advisor
212.338.6156
Mark Erlich,

AAMS™, CRPC™, CSRIC®

Officer, Registered Wealth Management Client Associate
212.338.6162
Erin Shurtz
Registered Wealth Management Client Associate
212.338.1346
Abigail  Gillen
Abigail Gillen
Wealth Management Client Associate
212.338.6159
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.
Eli Poupko
Private Wealth Strategies Advisor
Richard Cabrera
Wealth Management Banking Specialist
Merrill
Douglas Washor
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #600640
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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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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.
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.
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.
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.
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.