Maggs & Associates
985 Berkshire Blvd.
Floor 02
Wyomissing PA 19610
(610) 320.5462
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Mission Statement
Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
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Financial Planning with Merrill Personal Wealth Analysis® (PWA)

Supporting a strong retirement plan and helping to keep it on track

The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

Recognition
Mark Maggs
Managing Director, Wealth Management Advisor
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Maggs & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Us
Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Meet Our Team
Mark Maggs,

CIMA®, CPFA®, CRPC™

Managing Director, Wealth Management Advisor
610.320.5462
David Kim,

CFP®, CKP®, CPFA®

Senior Vice President, Senior Resident Director - Wealth Management Advisor
610.320.5461
Melanie Hnatishion,

CDFA®, CFP®, CIMA®, CPFA®, CRPC™

Assistant Vice President, Wealth Management Advisor
610.320.5474
Sara Gdowik,

CFP®, CPFA®, CPWA®

Senior Financial Advisor
610.320.5478
Maggs & Associates Team Photo
Keith Thomas Gibson
Assistant Vice President, Wealth Management Associate
610.320.5481
Daniel B Van Matre,

AWMA™

Assistant Vice President, Wealth Management Associate
610.320.5473
Dallas Smoker
Officer, Registered Wealth Management Client Associate
610.320.6410
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.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Mason Flinn
Employee Benefits Specialist
Bank of America, N.A.
Courtany E. Heckman
Wealth Management Banking Specialist
Merrill
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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 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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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