Harris, Siemens & Associates

Merrill Lynch Wealth Management
225 Liberty Street
Floor 40
New York, NY 10281
(212) 236-4255
Learn more about an advisor's background on
Our financial planning process puts you and your goals front and center.
Harris, Siemens & Associates
Merrill Lynch Wealth Management
Welcome

Our dedicated advisor team shares a common goal: to help affluent households and small business owners pursue meaningful goals. We can also work with your “outside” professionals, such as attorneys and accountants, to help understand your financial situation, risk tolerance, time horizon, liquidity needs, and important goals. In addition to offering personalized strategies tailored to your goals—such as funding your children’s education, helping ensure your wealth can last in retirement, and planning for potential health care costs—we can assist in creating a financial strategy designed to help your family transfer wealth to the younger generation.

About Us
Our Process

The various stages in life often require adjustments in your financial and life goals, including:

  • The retirement lifestyle you envision
  • Preparing for the cost of the best education possible for your children and grandchildren
  • Wealth transfer to the next generation
  • Establishment of their legacy through family foundations and philanthropy
  • Diversifying business interests
  • Potential strategies for managing concentrated equity holdings
Meet Our Team
Joseph Siemens
Senior Vice President, Senior Financial Advisor
212.236.4255
Ellen Harris,

CFA

Wealth Management Specialist
212.236.9043
Collette Troyano,

CRPC™

Assistant Vice President, Financial Advisor
212.236.2404
Gabrielle Cardinale
Registered Wealth Management Client Associate
212.236.5020
Liam P. McKay
Registered Wealth Management Client Associate
212.236.5193
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.