Pfeffer/Stockard/Cacchione/Bauer Wealth Management Group

Merrill Lynch Wealth Management
510 Cranberry Street
Erie, PA 16507
(814) 461-6009
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As a team of Merrill Lynch Wealth Management financial advisors, we offer investment advice and approaches guided by understanding your life’s goals, risk tolerance, time horizon and liquidity needs.
Pfeffer/Stockard/Cacchione/Bauer Wealth Management 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
Gregg Pfeffer
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
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Meet Our Team
Gregg Pfeffer,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
814.461.6021
Rosa P Nacopoulos
Wealth Management Client Associate
814.461.6019
John Stockard,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor - Senior Resident Director
814.461.6056
Robert Cacchione,

CFP®, CKP®, CPFA™

Senior Vice President, Wealth Management Advisor
814.461.6057
Lauren Bauer,

CIMA®, CPFA™

First Vice President, Wealth Management Advisor
814.461.6009
Alison Veldhuizen,

CPFA™

Wealth Management Specialist
814.461.6006
Patricia E Bojarski
Officer, Registered Senior Wealth Management Client Associate
814.461.6003
Karla Paris
Registered Wealth Management Client Associate
814.461.6011
Kiersten LeMieur
Registered Wealth Management Client Associate
814.461.6014
Miranda Grom
Officer, Wealth Management Client Associate - Resident Director Assistant
814.461.6008
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.
Evan Durst
Senior Trust Officer
Antonio Caruso
Wealth Management Lending Officer
NMLS #572969
Insights
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.