Philadelphia

Merrill Lynch Wealth Management Office
4 Penn Ctr
7th Floor
Philadelphia, PA 19103
215.587.4600
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Welcome to the Philadelphia branch. This collaborative network allows us to draw on each other’s diverse experiences so we can offer investing insights, perspectives, skills and wealth planning strategies that have been designed to help you and your family lead the lives you desire.
Philadelphia
Merrill Lynch Wealth Management
Advisors at This Location
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The Hunter-McCormack Group
Merrill Private Wealth Management
215.587.4716
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The Thomas & Lundby-Thomas Group
Merrill Lynch Wealth Management
215.587.4646
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Merrill Lynch Wealth Management
215.587.4637
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Burrough Pinti Group
Merrill Lynch Wealth Management
215.587.4744
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Merrill Lynch Wealth Management
800.203.5484
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The Mergan Group Team Photo
Merrill Lynch Wealth Management
215.587.4649
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Merrill Lynch Wealth Management
215.587.4647
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The Brantz Goldstein Group Team Photo
Merrill Lynch Wealth Management
215.587.4634
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Merrill Lynch Wealth Management
215.587.4757
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Merrill Financial Solutions Advisor
NMLS #2560097
215.587.4606
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Financial Advisor
215.587.4662
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Robert Dolce Headshot Image
Merrill Financial Solutions Advisor
NMLS #2574909
215.587.4640
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Jarrod Howard Headshot Image
Financial Advisor
215.587.4753
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Merrill Financial Solutions Advisor
NMLS #2424879
215.587.4632
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Financial Advisor
215.587.4617
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Vice President, Financial Advisor
215.587.4718
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Financial Advisor
267.605.4380
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Vice President, Wealth Management Advisor
215.587.4647
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First Vice President, Senior Financial Advisor
215.587.4772
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Vice President, Financial Advisor
215.587.4734
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Assistant Vice President, Wealth Management Advisor
215.587.4666
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Merrill Financial Solutions Advisor
NMLS #2429411
215.587.4603
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Senior Vice President, Senior Financial Advisor
215.587.4638
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Senior Vice President, Wealth Management Advisor
215.587.4757
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Senior Vice President, Wealth Management Advisor
215.587.4744
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Vice President, Financial Advisor
215.587.4643
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Assistant Vice President, Senior Financial Advisor
215.587.4646
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Merrill Financial Solutions Advisor
NMLS #1989641
215.587.4622
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Managing Director, Wealth Management Advisor
215.587.4722
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Merrill Financial Solutions Advisor
NMLS #2423288
215.587.4665
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Senior Financial Advisor
215.587.4698
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Calvin Thomas Headshot Image
Merrill Financial Solutions Advisor
NMLS #2429470
215.587.4776
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Vice President, Senior Financial Advisor
215.587.4742
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Senior Financial Advisor
215.587.4611
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Vice President, Wealth Management Advisor
215.587.4793
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Merrill Financial Solutions Advisor
NMLS #2425802
215.587.4623
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Merrill Financial Solutions Advisor
NMLS #2504897
215.587.4655
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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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 SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.