The Great Neck

Merrill Lynch Wealth Management Office
805 Northern Blvd
Great Neck, NY 11021
516.498.3300
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
About the Branch
Culture

Our Branch's financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client's current financial situation and can help them create financial strategies designed to meet their long-term objectives.

Advisors at This Location
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The DiLorenzo Group
Merrill Lynch Wealth Management
516.498.3434
Merrill Lynch Wealth Management
516.498.3414
FCMH Wealth Management & Associates Team Photo
Merrill Lynch Wealth Management
516.498.3389
The MoAx Group
Merrill Lynch Wealth Management
516.498.3323
Merrill Lynch Wealth Management
516.498.3412
Merrill Lynch Wealth Management
516.498.3475
Merrill Lynch Wealth Management
516.498.3400
Merrill Lynch Wealth Management
516.498.3461
Forest Hills Advisory Group
Merrill Lynch Wealth Management
516.498.3313
Merrill Lynch Wealth Management
516.498.3345
Merrill Lynch Wealth Management
516.498.3332
Vice President, Wealth Management Advisor
516.498.3356
Assistant Vice President, Senior Financial Advisor
516.498.3382
Senior Financial Advisor
516.498.3440
Managing Director, Senior Financial Advisor
516.498.3389
Assistant Vice President, Senior Financial Advisor
516.498.3360
Managing Director, Wealth Management Advisor
516.498.3412
Financial Advisor
516.498.3365
Financial Advisor
516.498.3332
First Vice President, Wealth Management Advisor
516.498.3416
Mandy Rofe Headshot Image
Senior Vice President, Senior Financial Advisor
516.498.3401
Senior Vice President, Senior Financial Advisor
516.498.3490
Senior Vice President, Senior Financial Advisor
516.498.3308
Senior Vice President, Senior Financial Advisor
516.498.3376
Senior Vice President, Senior Financial Advisor
516.498.3345
First Vice President, Senior Financial Advisor
516.498.3342
First Vice President, Senior Financial Advisor
516.498.3320
Vice President, Senior Financial Advisor
516.498.3359
Financial Advisor
516.498.3418
First Vice President, Senior Financial Advisor
516.498.3370
Senior Vice President, Senior Financial Advisor
516.498.3399
Senior Financial Advisor
516.498.3417
Vice President, Financial Advisor
516.498.3319
Jacob Epstein Headshot Image
Financial Advisor
516.498.3312
Vice President, Financial Advisor
516.498.3318
Mark Alberti
Vice President, Senior Financial Advisor
516.498.3355
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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.