THE BME GROUP

Merrill Lynch Wealth Management

360 Hamilton Avenue
Floor 08
White Plains, NY 10601
(914) 683-9551
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THE BME GROUP
Merrill Lynch Wealth Management
Welcome

"Individually, we are one drop. Together, we are an ocean."

-Ryunosuke Satoro

Recognition
Paul McKirgan
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2019, 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America’s Top Wealth Management Teams High Net Worth", 2023
(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
THE BME GROUP
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Paul McKirgan
Senior Vice President, Senior Financial Advisor
914.683.9551
Laura Jimenez,

CFP®,CRPC™

Senior Vice President, Senior Financial Advisor
914.682.5532
Thomas M Barnwell
Senior Vice President, Senior Consultant
914.683.9511
James Clark,

CRPC™

Senior Vice President, Senior Financial Advisor
914.682.5538
Alyson M Cifu
Officer, Registered Senior Wealth Management Client Associate
914.683.9509
Maureen A Davis
Registered Senior Wealth Management Client Associate
914.683.7574
Kelly S Barker
Wealth Management Client Associate
914.683.9593
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.
Antonio Vargas
Wealth Management Banking Specialist
Merrill
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Anthony Spaziani
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589601
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.