The Szczublewski Wealth Management Group Team Photo

The Szczublewski Wealth Management Group

Merrill Lynch Wealth Management
1241 Pittsford-Victor Road
Pittsford, NY 14534
(585) 383-5764
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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.
The Szczublewski Wealth Management Group
Merrill Lynch Wealth Management
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.

Recognition
Stephen Szczublewski
Managing Director, Senior Resident Director
Forbes "Best-in-State Wealth Advisors", 2020-2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Meet Our Team
Stephen Szczublewski,

CPFA™, CRPC™

Managing Director, Senior Resident Director
585.383.5764
Chris S Parnell
Wealth Management Specialist
585.383.5718
Jennifer N Bustamante
Assistant Vice President, Wealth Management Associate
585.383.5708
Ryan Joslyn,

AWMA™, CRPC™

Assistant Vice President, Wealth Management Advisor
585.899.2740
Courtney McDonough
Officer, Wealth Management Client Associate
585.899.2710
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.
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Sherie L Allensworth
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #590004
Veronika Danielak
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.

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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.
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.