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The ENDVR Group
Merrill Lynch Wealth Management
417 Lackawanna Avenue
Scranton PA 18503
(570) 892.4103
(570) 892.4103
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Managing wealth is a dynamic process—full of complexity and opportunity. We partner with a select group of entrepreneurs, executives, and families, delivering clarity and confidence through every stage of your financial life. Our team combines world-class expertise with actionable strategies to help you achieve your goals, sustain success, and transfer wealth with intention.
Managing wealth is a dynamic process—full of complexity and opportunity. We partner with a select group of entrepreneurs, executives, and families, delivering clarity and confidence through every stage of your financial life. Our team combines world-class expertise with actionable strategies to help you achieve your goals, sustain success, and transfer wealth with intention.
The ENDVR Group
Recognition
Jordan Ubertini
Senior Vice President, Senior Financial Advisor
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2023-2024
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2023-2024
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Show more recognition
About Us
Private Wealth
- Comprehensive wealth management integrating planning, investments, tax strategy, estate coordination, and risk management.
- "Family office" mindset—proactive guidance across life transitions, liquidity events, and generational planning.
- Disciplined investment process backed by institutional research, portfolio construction, and risk frameworks.
- Coordinated approach across attorneys, CPAs, and allied professionals to simplify client financial lives.
- Long-term relationship model focused on stewardship, trust, and multigenerational outcomes—not short-term transactions.
Meet Our Team
Jordan Ubertini,
CPFA®, CRPC™
Senior Vice President, Senior Financial Advisor
570.330.8786
570.330.8786
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.
Toyae Berry
Wealth Management Banking Specialist
Merrill
John Ventura
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Linda Gibson
Regional Lending Specialist
NMLS #589361
Bank of America, N.A.
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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.