Wayne, PA

Merrill Lynch Wealth Management Office
724 West Lancaster Ave
Wayne, PA 19087
610.687.7900
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
About the Branch
About Us

The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

Advisors at This Location
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Merrill Lynch Wealth Management
877.223.0839
The Helmig Lammers Group
Merrill Lynch Wealth Management
610.687.7914
Merrill Lynch Wealth Management
610.971.6291
The Engle Group
Merrill Lynch Wealth Management
610.971.6284
Merrill Lynch Wealth Management
610.687.7985
Merrill Lynch Wealth Management
610.687.7925
Merrill Lynch Wealth Management
610.687.7920
The Cutshall Donnelly Group
Merrill Lynch Wealth Management
610.687.7977
Merrill Lynch Wealth Management
610.687.7900
Merrill Lynch Wealth Management
610.629.0308
The Plotkin Group
Merrill Lynch Wealth Management
610.687.7905
Merrill Lynch Wealth Management
610.971.6289
Merrill Private Wealth Management
610.971.6600
The Friel Loucks Group
Merrill Lynch Wealth Management
415.676.2550
Senior Vice President, Wealth Management Advisor
610.687.7955
Financial Advisor
610.687.7963
Senior Vice President, Senior Resident Director - Wealth Management Advisor
610.687.7985
Financial Advisor
610.687.7959
Senior Vice President, Wealth Management Advisor
610.687.7944
Senior Vice President, Wealth Management Advisor
610.687.7977
First Vice President, Wealth Management Advisor
415.654.3742
Senior Financial Advisor
610.971.6281
First Vice President, Senior Financial Advisor
610.687.7958
Thomas Eybye Headshot Image
Merrill Financial Solutions Advisor
610.687.7968
First Vice President, Wealth Management Advisor
610.687.7942
Financial Advisor
610.687.7948
Senior Vice President, Wealth Management Advisor
610.971.6289
Financial Advisor
610.687.7975
Assistant Vice President, Senior Financial Advisor
610.971.6285
Senior Vice President, Wealth Management Advisor
610.971.6284
Financial Advisor
610.687.7984
Senior Vice President, Senior Financial Advisor
610.687.7905
First Vice President, Senior Financial Advisor
610.687.7932
ROBERTO CALDERON Headshot Image
Merrill Financial Solutions Advisor
610.687.7961
Senior Vice President, Wealth Management Advisor
215.587.4757
Financial Advisor
610.834.3537
Senior Vice President, International Wealth Advisor
610.687.7579
Vice President, Financial Advisor
610.971.6272
Jack Lee
Merrill Financial Solutions Advisor
610.687.7975
Christopher Spitaletto Headshot Image
Merrill Financial Solutions Advisor
610.687.7930
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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.
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 CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.