The Ubertini Group
Merrill Lynch Wealth Management
417 Lackawanna Avenue
Scranton PA 18503
(570) 330.8786
Learn more about an advisor's background on
In working together with a select group of entrepreneurs, corporate executives, and stewards of wealth alongside their multigenerational family, we provide an exclusive client experience that leverages the extensive resources of a global wealth management institution. As your steadfast advocates, we support you, your family, and the causes you hold dear. By working in tandem with your professional team, we can assist you in achieving your financial goals, helping to ensure their sustainability, and facilitating the transfer of your wealth to maximize its impact throughout your life’s journey. Our approach combines insight, simplicity, perspective, and actionable strategies that seek to ultimately provide you with unwavering financial well being.
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.)
About Us
Our Collaborative Approach

Entrepreneurs, corporate executives, and stewards of generational wealth require a deeper level of specialized knowledge, support, and service.

Opportunities unexpectedly appear and sudden obstacles need to be carefully navigated. Together with our clients and their trusted tax and legal professionals, we can draw upon research and insights as well as the guidance of a team of Merrill and Bank of America specialists as the need arises.

Wealth Strategists work with you on building out and stress testing specific components of your plan.

Trust and philanthropy specialists help amplify the lasting impact of your wealth.

Alternative Investment and credit specialists to help mitigate risk and take advantage of new opportunities.

Business succession planners and investment bankers to help monetize and transition your family business.

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.

Meet Our Team
Jordan Ubertini,

CPFA®, CRPC™

Senior Vice President, Senior Financial Advisor
570.330.8786
Amanda Anderson
Wealth Management Client Associate
570.330.8789
Charles J Hudacek
Officer, Wealth Management Client Associate
570.330.8776
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.
Erica Dugan
Structured Credit Executive
Bank of America, N.A.
Christopher Caradec
Wealth Strategist
Merrill
Brenda Dolan
Wealth Strategies Advisor
Merrill
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.