FWP Group

Merrill Lynch Wealth Management
180 Fort Couch Road
Floor 05
Upper St. Clair, PA 15241
(412) 854.7714
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The FWP Group’s mission is to empower our clients to navigate their financial journey with confidence and integrity. By actively listening to our clients' aspirations, values, and concerns, we tailor our financial advisory services to align with their unique visions for the future. Through holistic strategic planning, we help clients navigate the complexities of wealth accumulation, distribution, and legacy preservation, ensuring their financial decisions reflect their deepest aspirations and contribute to the fulfillment of their family's long-term objectives.
FWP Group
Welcome

Our advisory team is passionately committed to partnering with you on your journey towards purposeful fulfillment and achieving your most ambitious goals. With a deep understanding of your unique aspirations, we meticulously craft strategies aimed at not just success, but also at fostering a sense of deep satisfaction and accomplishment. By aligning our expertise with your vision and purpose, we aim to not only guide you towards financial prosperity but also to empower you to realize your fullest potential and leave a lasting legacy

About Us
Our Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
Wade Wilson,

CFP®

Senior Vice President, Wealth Management Advisor
412.854.7714
Bryan Procaccini,

CFP®, CKP®, CPFA™

Senior Vice President, Wealth Management Advisor
412.854.7713
David Foster,

CPFA™

Senior Vice President, Senior Financial Advisor
412.854.7702
Devin Kelley
Assistant Vice President, Senior Financial Advisor
412.854.7711
Susan Reasinger
Assistant Vice President, Wealth Management Associate
412.854.7719
Natalie Meharey,

CFP®

Assistant Vice President, Wealth Management Associate
412.854.7716
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.