The J.M. Group

Merrill Lynch Wealth Management
114 West 47th Street
New York, NY 10036
(212) 382-8456
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At The J.M. Group, every member of our team is dedicated to helping our clients achieve their financial goals. With the global resources of Merrill, we place you at the center of the Wealth Management process as we work together to design goals-based financial strategies to help you reach your goals.
The J.M. Group
Merrill Lynch Wealth Management
Welcome

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design, implement and regularly review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality. When you succeed, we succeed.

Building the life you always wanted takes careful planning and preparation.  With this in mind, you may find it helpful to have all your important financial information in once place.  This document is intended to be that place for you.

Link to Essential Organizer

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
John Mirsepahi,

CPFA™

Managing Director, Wealth Management Advisor
212.382.8456
Matthew Cali,

CFP®, CPFA™

First Vice President, Senior Relationship Manager
212.382.8463
Matthew E Zamora,

CRPC™

Assistant Vice President, Investment Management Specialist
212.382.8453
Joanne Zaman
Officer, Wealth Management Client Associate
212.382.8539
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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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.