THE DUCKWORTH HAGGERTY GROUP Duckworth, Haggerty, Lattimore, Sims Duerr

Merrill Private Wealth Management
260 Forbes Ave
Pittsburgh, PA 15222
(412) 338-5260
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The Duckworth Haggerty Group works closely with individuals, families and institutions as they address the complex challenges of preserving, enhancing and managing their wealth. When we listen deeply and work purposefully, we can help improve the quality of our clients’ lives.
THE DUCKWORTH HAGGERTY GROUP Duckworth, Haggerty, Lattimore, Sims Duerr
Merrill Lynch Wealth Management
Welcome

"Your client experience will be delivered by outstanding team members who are driven to simplify and improve your life, and have access to a vast array of services.”   Michael Duckworth Managing Director Private Wealth Advisor The Duckworth Haggerty Group works closely with individuals, families and institutions as they address the complex challenges of preserving, enhancing and managing their wealth. We are driven by the strongly held belief that our purposeful effort—matched with our individual and collective skills—can help clients improve the quality of their lives. Michael Duckworth, Jennifer Haggerty, Helen Sims Duerr, and Chris Lattimore, our team's Private Wealth Advisors, are highly trained and dedicated to the delivery of innovative financial strategies often demanded by the intricacies of substantial wealth. With more than two decades of professional experience to draw upon, our advisors focus on small numbers of ultra-high-net-worth clients so they can devote the necessary time and understanding to help them manage the financial responsibilities—including retirement and tax minimization strategies—that can accompany great wealth. Our approach is multidimensional and includes investment advice and guidance; risk management; retirement income planning services; wealth transfer, trust and estate planning services; and care coordination* for families with special needs, as well as access to Bank of America banking services. Click here to view the article "Helping the Whole Family"

Merrill Private Wealth Management Merrill Private Wealth Management provides tailored strategies to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises.

Videos
Introduction to The Duckworth Haggerty Group
Recognition
Michael Duckworth
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2017-2019, 2021-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2011-2023
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Michael Duckworth
Managing Director, Private Wealth Advisor
412.338.5264
Jennifer Haggerty
Managing Director, Private Wealth Advisor
412.338.5266
Chris Lattimore,

CFP®

Senior Vice President, Private Wealth Advisor
412.338.5267
Helen Sims Duerr,

CAP®,CFP®

Senior Vice President, Private Wealth Advisor
412.338.5271
Brad Chiesa
Senior Vice President, Private Wealth Manager
412.338.5276
Jennifer Wanchisn,

ChSNC®,CFP®

Vice President, Private Wealth Senior Relationship Manager
412.338.5272
Ashley Ek,

CFP®

Private Wealth Relationship Manager
412.338.5279
Frances Aboushousha,

CFP®

Private Wealth Relationship Manager
412.338.5270
Kristen Davis,

CIMA®

Vice President, Private Wealth Senior Investment Manager
412.338.5263
Justin Lloyd,

CFP®,CIMA®

Vice President, Private Wealth Senior Investment Manager
412.338.5269
Natalie Laux
Assistant Vice President, Private Wealth Associate
412.338.5278
Tracy C. Solan
Registered Private Wealth Client Associate
412.338.5262
Carlos A Youssef
Assistant Vice President, Registered Private Wealth Client Associate
412.338.5265
Jay D. Palamides
Officer, Registered Private Wealth Client Associate
412.338.5268
Emily R. Jordheim
Private Wealth Client Associate
412.338.5261
Julia Orosz
Private Wealth Client Associate
412.338.5284
Jonathan Adams
Vice President, Resident Director - Private Wealth Advisor
412.338.5274
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.
Kristen S Busciglio
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #559834
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.