The Mergan Group Team Photo

The Mergan Group

Merrill Lynch Wealth Management
4 Penn Ctr
Philadelphia, PA 19103
(215) 587-4649
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“Every day, we apply our experience and skills, combined with the global resources of Bank of America and Merrill, to help you pursue your financial goals. We start with where you are in life, and we focus on understanding your vision, priorities, and the dynamics of your family, business, or non-profit organization. Our approach is holistic and highly personalized." Hugh “Hooman” Mergan | Wealth Management Advisor
The Mergan Group
Merrill Lynch Wealth Management
Welcome

At The Mergan Group, we believe that managing wealth is a process involving many personal decisions. Our experienced team is committed to working with you and your family at every stage of your financial life.

We begin by asking smart, tough questions and listening carefully to understand where your wealth stands today and where you want it to be in the future. Then, we can help you design and implement a wealth management approach tailored to your personal goals, priorities and aspirations. Throughout our relationship, we’ll work closely with you to align your financial strategies with changes in your life.

We welcome the opportunity to show you how we can work together to address the challenges and opportunities of wealth.

Recognition
Hugh "Hooman" Mergan
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Our Focus

We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you're planning your retirement, saving to buy a home or fund a child's education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
Hugh Mergan,

CPWA®,CRPC™,CPFA™

Senior Vice President, Wealth Management Advisor
215.587.4649
Dante Pierantozzi,

CSRIC®

Financial Advisor
215.587.4790
James D Altieri,

CFP®

Assistant Vice President, Registered Wealth Management Client Associate
215.587.4631
The Mergan Group Team Photo
Madeleine “Ellie” Alban
Wealth Management Client Associate
215.587.4642
The Mergan Group Team Photo
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.
John Ventura
Investment Solutions Group Portfolio Strategist
Mila Tsygurova
Wealth Management Banking Specialist
Merrill
Christopher Caradec
Wealth Strategies Advisor
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.

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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.
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.
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.