The Knoll McCormack Group

Merrill Lynch Wealth Management
805 Northern Blvd
Great Neck, NY 11021
(516) 498-3461
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Our mission is to provide clients and their families with positive outcomes, built on a foundation of superior service and personalized attention. There are no shortcuts to what we do. Our process begins by getting to know both spouses well, asking what keeps them up at night and what keeps them working hard for loved ones. Our relationships deepen through frequent discussions. We welcome demanding clients as they help us grow as advisors.
The Knoll McCormack Group
Merrill Lynch Wealth Management
Welcome

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

Recognition
Jacqueline Knoll
Forbes "America's Top Women Wealth Advisors Best-in-State", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
Jacqueline Knoll
Senior Vice President, Senior Financial Advisor
516.498.3461
Keith McCormack, CFP®,CPFA™,CPWA®,CRPC™,CRPS™
Senior Vice President, Wealth Management Advisor
516.498.3336
Rushan M Sawh
Assistant Vice President, Wealth Management Associate
516.498.3317
Peter Ferrante, CFP®,CPFA™
Registered Wealth Management Client Associate
516.498.3305
Michael H Knoll
Registered Wealth Management Client Associate
516.498.3494
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.
Gary B Ehrlich
Wealth Management Lending Officer
NMLS #589394
Insights
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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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CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.
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.