The Larsen Group

Merrill Lynch Wealth Management

417 Thorn St
Sewickley, PA 15143
(412) 749-7908
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The Larsen Group is a goals-based wealth management team dedicated to serving high net worth individuals, their families, businesses and foundations.
The Larsen Group
Merrill Lynch Wealth Management
Welcome

At The Larsen Group, every member of our team is dedicated to helping people achieve their financial goals.  We believe every client is entitled to the highest level of personalized service and care.  With the global resources of Merrill, we'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.

Recognition
Katherine Larsen
Managing Director, Wealth Management Advisor
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", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Women Wealth Advisors Ranking", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "America's Top Women Wealth Advisors", 2018-2021
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Working Mother's "Top Wealth Adviser Moms", 2018-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
The Larsen 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.)
About Us
Welcome

At The Larsen Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.

Meet Our Team
Katherine Larsen,

CEPA®, CRPC™

Managing Director, Wealth Management Advisor
412.749.7908
Toni Sacco,

CDFA®, CFP®, CRPC™

First Vice President, Wealth Management Advisor
412.749.7923
Eric Lewis,

CIMA®, CPFA™, CRPC™

First Vice President, Wealth Management Advisor
412.749.7916
Daniel M Dee,

CSRIC®

Vice President, Senior Investment Manager
412.749.7905
Brian M Spencer
Assistant Vice President, Wealth Management Associate
412.749.7926
Suzanne B Kuska
Assistant Vice President, Wealth Management Associate
412.749.7924
Lindsay Beynon Loughren
Wealth Management Client Associate
412.749.7928
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.
Antonio Caruso
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #572969
Jeremy Floberg
Wealth Strategies Advisor
Bank of America, N.A.
Haley M Ruzomberka
Wealth Management Banking Specialist
Merrill
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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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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
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.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.