The Dalton Group
Merrill Lynch Wealth Management
114 West 47th Street
New York NY 10036
(212) 382.8599
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The Dalton Group provides investment management and analytics, insurance advice, retirement and tax minimization strategies, while providing access to Bank of America Private Bank's Trust and Estate planning services, all geared for investment and finance professionals.
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Brian Dalton
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
The Dalton Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Meet Our Team
Brian Dalton
Managing Director, Wealth Management Advisor
212.382.8599
Christian Sbarro,

CEPA®

Senior Vice President, Senior Financial Advisor
212.382.8406
Annelise J Conte,

AWMA™

Assistant Vice President, Business Manager
212.382.8536
Edward Merrill,

CFA

Wealth Management Specialist - Non-Registered (FP)
212.382.8566
Cassandra Lirio
Wealth Management Client Associate
212.382.8401
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.
Charles Valencia
Wealth Management Banking Specialist
Merrill
Christopher Kiefel
Residential Real Estate Specialist
Bank of America, N.A.
NMLS #642163
Andrew C Lombardozzi
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #571136
Expand to see all specialists
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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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.