The Spinelli Morris Group

Merrill Lynch Wealth Management
470 Norristown Road
Suite 101
Blue Bell, PA 19422
(484) 530-5307
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Our team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
The Spinelli Morris Group
Merrill Lynch Wealth Management
Welcome

Based in suburban Philadelphia, The Spinelli Morris Group advises affluent families on a multitude of financial matters including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. By integrating each client’s individual circumstances with the investment insights of Merrill, our team is able to create customized strategies dedicated to the purpose of building, managing and preserving wealth for current and future generations.

Recognition
Louis Spinelli
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Louis Spinelli,

CFP®,CPFA™

Senior Vice President, Wealth Management Advisor
484.530.5307
Carol S Morris
Vice President, Senior Consultant
484.530.5343
Lorene E Marinelli
Officer, Wealth Management Client Associate
484.530.5334
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.
Christopher Caradec
Wealth Strategies Advisor
Michael Perticari
Senior Wealth Management Lending Officer
NMLS #535721
John Cannon
Wealth Management Banking Specialist
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.