The Helmig Lammers Group

Merrill Lynch Wealth Management
724 West Lancaster Ave
Wayne, PA 19087
(610) 687-7914
Learn more about an advisor's background on
The Helmig Lammers Group draws on extensive experience and the world-class resources of Merrill to provide comprehensive strategies to high net worth individuals, their families and their businesses.  We tailor our wealth management process to help meet the many important needs of each relationship.  Our commitment to excellence and the highest level of personalized service give our clients a clear vision of achieving their financial goals and defining a legacy.
The Helmig Lammers Group
Merrill Lynch Wealth Management
Welcome

We believe you should be fully involved in planning for your financial future. That's why the relationship with you begins by helping us determine your investment style. The team can then help identify and address individual goals that are personally meaningful to you. With a better understanding of how you think about investing, a comprehensive strategy can be designed to help you make the most of your financial resources.

Recognition
Elizabeth Lammers
First Vice President, Senior Financial Advisor
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
The Helmig Lammers 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
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Thomas Helmig
Senior Vice President, Senior Financial Advisor
610.687.7914
Elizabeth Lammers,

ChSNC®,CPFA™,CRPC™,SE-AWMA™

First Vice President, Senior Financial Advisor
610.687.7958
Thomas Helmig,

CFP®

Vice President, Wealth Management Advisor
610.687.7571
Geraldine Pacor
Registered Wealth Management Client Associate
610.687.7913
Monica Ann Smith
Registered Wealth Management Client Associate
610.687.7957
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
John Cannon
Wealth Management Banking Specialist
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
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.
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.
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.
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.