Let’s Talk Investments: The election, the markets and you

What could the upcoming election mean for the markets and your portfolio?

PSS & Associates

Merrill Lynch Wealth Management

114 West 47th Street

New York, NY 10036

(212) 382.8476

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Our planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.

Our planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.

PSS & Associates

WelcomeRecognitionMeet Our TeamInsightsAbout Merrill

Welcome

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

Recognition

Rocco Papandrea

Managing Director, International Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2018-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Show more recognition

Rocco Papandrea

Managing Director, International Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2018-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Anthony Serapiglia

Senior Vice President, International Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2023-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2023-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Jared Finkelstein

Senior Vice President, International Wealth Advisor

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Pss & Associates Team Photo

PSS & 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.)

Click here to learn more about advisor recognitions

Meet Our Team

Rocco Papandrea,

CFP®, CIMA®, CKP®, CPFA™, CRPS™, SE-AWMA™

Managing Director, International Wealth Advisor

212.382.8476

Anthony Serapiglia,

CIMA®, CPM®, SE-AWMA™

Senior Vice President, International Wealth Advisor

212.382.8510

Jared Finkelstein,

CFP®

Senior Vice President, International Wealth Advisor

305.347.2552

Stephen Macken

Vice President, Financial Advisor

347.380.1071

Colleen M Di Paola,

CFP®, CRPC™

Vice President, Senior Business Manager

212.382.8629

Michael Rubiano

Wealth Management Client Associate

212.382.8424

Samantha Vasquez

Wealth Management Client Associate

212.382.8429

Anna Markouski

Wealth Management Client Associate

212.382.8610

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.

Peter Hekl

Wealth Strategist

Merrill

Insights

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Market Decode: Where mortgage rates & home sales could go next

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6 reasons to sell an investment - and 2 to hold on

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Do you have a Retirement Spending Plan?

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Should you borrow or take an early distribution from your 401(k)?

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Selling Stocks? 3 ways to trim your tax bill

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Be Cyber-secure: Hone Your Password-writing Skills

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.