Chad has been with Merrill Lynch Wealth Management since 1997 and has spent his entire professional career at one firm. He has held a variety of roles at Merrill including Premier Wealth Planner, providing wealth management for high-net-worth individuals and families; and leadership positions in Philadelphia, Pittsburgh and Atlanta. He moved back to Pittsburgh in 2013 and provides customized wealth management strategies for his clients. Chad has earned his CERTIFIED FINANCIAL PLANNER™ certification, his Certified Investment Management Analyst® (CIMA®) designation and his Certified Exit Planning Advisor (CEPA®) designation. His focus is on developing tailored strategies for clients, their families and their businesses to help them pursue both short- and long-term financial goals. As a Senior Portfolio Advisor, Chad can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Through Bank of America, Chad is able to help clients access the consumer bank for their banking needs, including access to mortgages, checking / savings accounts, credit cards and auto loans. He also helps his business clients with access to the full suite of commercial banking offerings through Bank of America Global Commercial Bank.
Chad has been very involved with the Western Pennsylvania chapter of the Cystic Fibrosis Foundation, an organization that has been the driving force behind the pursuit of a cure.
*NMLS ID:1103903
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
