PH & Associates

Merrill Lynch Wealth Management
114 West 47th Street
New York, NY 10036
(212) 382-8428
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Your life. Your goals. Our financial experience.
PH & Associates
Merrill Lynch Wealth Management
Welcome

PH & Associates’ goal is to devise a wealth management strategy with you, for you. Wealth management is more than returns—it’s about who you are and what you prioritize.  

Our knowledge, acquired through years of experience and education, can guide you through life’s various transitions and all types of market scenarios. Our practice is multi-generational, capable of relating to you and managing your wealth no matter where you are in life.

“We want to show you how we can align an investment management strategy that holds you accountable to the financial life that you want to live,” according to Steven Hanwacker, Senior Financial Advisor. 

“We will put the time in to become a trusted voice of reason that you can lean on for the long term.”

Recognition
PH & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

PH & Associates' goal is to devise a wealth management strategy with you, for you. Wealth management is more than returns—it's about who you are and what you prioritize.

Our knowledge, acquired through years of experience and education, can guide you through life's various transitions and all types of market scenarios. Our practice is multi-generational, capable of relating to you and managing your wealth no matter where you are in life.

"We want to show you how we can align an investment management strategy that holds you accountable to the financial life that you want to live," according to Steven Hanwacker, Senior Financial Advisor.

"We will put the time in to become a trusted voice of reason that you can lean on for the long term."

Meet Our Team
Charles M Paulos,

CIMA®

Senior Vice President, Wealth Management Advisor
212.382.8499
Steven Hanwacker,

CFP®,CPFA™,CRPC™,SE-AWMA™

Senior Vice President, Senior Financial Advisor
212.382.8428
Matthew J Martinho,

CFP®,CRPC™

Vice President, Senior Wealth Planner
212.382.8413
Kelly Drotar
Assistant Vice President, Wealth Management Associate
212.382.8460
Caleb Powers
Registered Wealth Management Client Associate
212.382.8656
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.
Merrill Lynch Logo
Douglas Washor
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #600640
Merrill Lynch Logo
Charles Valencia
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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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.
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.
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.