Your team
The Mallach Group
101 West Ave
Jenkintown, PA 19046
(215) 517-2237
Get ready for what’s next
In just 15 minutes, expert panelists share ideas that can help you prepare for potential opportunities and risks in 2025 and beyond.
The Mallach Group
Merrill Lynch Wealth Management
101 West Ave
Jenkintown, PA 19046
(215) 517.2237
(215) 517.2237
Learn more about an advisor's background on
Our mission is to understand what matters most to you. To take the time to ask insightful questions, then understand in detail, exactly where your wealth stands today and where you would like it to be in the future. We then work together to design and implement a customized wealth management approach that helps you and your family pursue personal financial goals while helping manage investment risk. Our approach is about designing potential solutions to help you reach your goals.
Our mission is to understand what matters most to you. To take the time to ask insightful questions, then understand in detail, exactly where your wealth stands today and where you would like it to be in the future. We then work together to design and implement a customized wealth management approach that helps you and your family pursue personal financial goals while helping manage investment risk. Our approach is about designing potential solutions to help you reach your goals.
The Mallach Group
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Videos
A Special Message for You!
Recognition
Kyle Mallach
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
The Mallach Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Value Proposition
- Wealth Management Planning – We utilize a holistic perspective to analyze the effect of each financial decision
- Investment Advisory Services – with a clear understanding of your financial goals we will help secure, improve, and preserve your investment assets offering a completely objective asset allocation mix.
- Banking Services through Bank of America– facilitate and assist with credit and balance sheet management including basic banking, mortgages, credit cards, bill payments, etc.
- Retirement & Executive Plans - Through personal, in-depth engagement with your company's retirement plan, we can build a lifetime connection to you and your plan participants as we work together towards the goal of better retirement plan outcomes and brighter financial futures.
Meet Our Team
Stephanie L Heckman,
CRPC™
Officer, Registered Senior Wealth Management Client Associate
215.517.2260
215.517.2260
Caprese G. Harmon,
CRPC™
Assistant Vice President, Wealth Management Associate
215.517.2207
215.517.2207
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
Bank of America, N.A.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
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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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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.