The Costa Leonard Wealth Management Group

Merrill Lynch Wealth Management

417 Thorn St
Sewickley, PA 15143
(412) 749-7906
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The Costa Leonard Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Costa Leonard Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Gail Costa
Senior Vice President, Wealth Management Advisor
Forbes "America's Top Women Wealth Advisors Best-in-State", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Costa Leonard Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Monday, June 24th 2024| 12:00
Cyber Security Awareness

We are excited to host James Scopis, a Senior Cyber Crime Specialist with Bank of America's Global Information Security team. James works with hundreds of clients to strengthen their financial cyber security through best practices, education and awareness. James will discuss the pillars of cyber security, our Enterprise cyber program strength, personal best practices and the current threat landscape.

This is a highly sought after topic delivered by an industry expert. Threat actors are constantly evolving their methods so what you need to know is constantly evolving as well. This meeting is an opportunity for you to expand your cyber security IQ.

RSVP by calling Karen at 412-749-7906

Meet Our Team
Gail Costa,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
412.749.7915
Archie Leonard,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
412.749.7922
Randolph A Bodnar
Registered Wealth Management Client Associate
412.749.7904
Karen L Marshalwitz,

CRPC™

Officer, Registered Wealth Management Client Associate
412.749.7906
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.

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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.
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.