The Burr Group

Merrill Lynch Wealth Management
4 Penn Ctr
Philadelphia, PA 19103
(215) 587.4757
Learn more about an advisor's background on
Welcome

We understand the responsibility our relationship with you carries—to help you achieve the goals that matter most to you. The process begins with a conversation, building a foundation that allows us to understand your priorities, risk tolerance, time horizon, liquidity needs, goals and unique concerns. A disciplined investment approach is then offered, providing you with access to the investment insights of Merrill, the trust and fiduciary services from Bank of America Private Bank and the credit and lending solutions of Bank of America. As your life and the markets change, we will meet to track progress and adjust your approach as necessary.

About Us
Who we are

The Burr Group is a premier wealth management team headquartered in Philadelphia and Wayne, PA. Our team works with leading individuals, families, and business owners in the local community and beyond. Our purpose is to curate a client experience that lasts multiple generations. From the first home purchase to college planning to retirement cash flow analysis, we strive to guide our clients along every step of the way in their journey to wealth and wellness. Our process will help identify, articulate, and prioritize the client's needs and goals. Through meaningful conversations and active listening, we learn more about our clients beyond just risk tolerance and time horizon.

Our range of services include but are not limited to:

  • Family, Retirement, and Estate Planning
  • Portfolio Strategies and Analysis
  • Mortgage, Personal Cash Management, and Lending through Bank of America
  • Education Planning
  • Philanthropy
  • Insurance Planning (Life, Health, Long-Term Care)
  • Business Cash Flow Management, Banking, and Lending through Bank of America.
Wednesday, October 9th 2024| 4:00PM
The Washington Update 2024

Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. Jeff will discuss his perspective on the current political environment and prospective legislation.

Click Here to Register
Meet Our Team
Bill Burr,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
215.587.4757
Ronald Huang,

CIMA®, CPWA®

Vice President, Financial Advisor
215.587.4724
Nancy Soto
Officer, Wealth Management Client Associate
215.587.4704
Byron A Coleman
Officer, Registered Wealth Management Client Associate
215.587.4758
Jalen Freeman
Officer, Wealth Management Client Associate
215.587.4727
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.
Mila Tsygurova
Wealth Management Banking Specialist
Merrill
Christopher Caradec
Wealth Strategist
Merrill
Erica Dugan
Structured Credit Executive
Bank of America, N.A.
Expand to see all specialists
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
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.