Burrough Pinti Group

Merrill Lynch Wealth Management

4 Penn Ctr
Philadelphia, PA 19103
(215) 587-4744
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Our wealth management approach is about designing strategies to help turn goals into reality. When you succeed in meeting your goals we feel we have succeeded.
Burrough Pinti Group
Merrill Lynch Wealth Management
Welcome

The team’s broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.

About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
William Burrough,

CFP®

Senior Vice President, Wealth Management Advisor
215.587.4744
Angelo Pinti
Financial Advisor
215.587.4662
Debra A O'Malley
Wealth Management Associate
215.587.4775
Sering T Whitehead
Wealth Management Client Associate
215.587.4786
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.
John Ventura
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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Rashad Atkinson
Wealth Management Banking Specialist
Merrill
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Christopher Caradec
Wealth Strategist
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.