The Werbitt Cicale Ward Group

Merrill Lynch Wealth Management

360 Hamilton Avenue
White Plains, NY 10601
(914) 682-5565
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The Werbitt Cicale Ward Group is an experienced, multi-generational team servicing wealthy individuals, businesses and families.  We use a goal-driven framework to provide and integrate a full palate of advice that is individually tailored to the risk profile and aspirations of our clients. We simplify the complexities of wealth and investments through education and communication. Since our clients’ goals become ours, we are dedicated to ensure their wealth and values for generations.
The Werbitt Cicale Ward 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 Cicale
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 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.)
Forbes "America's Top Women Wealth Advisors", 2020-2021
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Show more recognition
Meet Our Team
Jacqueline Cicale
Senior Vice President, Senior Financial Advisor
914.682.5560
Loren Ward,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
914.682.5545
Teresa Berishaj,

CRPC™

Officer, Wealth Management Specialist
914.683.9514
Lisa Barone
Registered Wealth Management Client Associate
914.682.5588
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.
Brendan Duffy
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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.