Main Line Wealth Management & Associates

Merrill Lynch Wealth Management
724 West Lancaster Ave
Wayne, PA 19087
(877) 223-0839
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We are proud to announce a change to our team. GSL & Associates and The Wisman Group have decided to merge into one team, which will be one of the largest in the Philadelphia area. Our new team will be known under a new name, Main Line Wealth Management & Associates (MLWM & A).
Main Line Wealth Management & Associates
Merrill Lynch Wealth Management
Welcome

We are proud to announce a change to our team. GSL & Associates and The Wisman Group have decided to merge into one team, which will be one of the largest in the Philadelphia area. Our new team will be known under a new name, Main Line Wealth Management & Associates (MLWM & A).

Main Line Wealth Management & Associates (MLWM & A) is a skilled, experienced team of professionals. Our group is multifaceted and offers a range of investment services that extends well beyond traditional asset management services. We truly care about you and your financial well-being. We are committed to providing lifetime wealth care, meaning we are dedicated to advising you during each stage of your financial life.

Our objective is to help you use your wealth to transform your vision of the future into reality. We take an encompassing approach to helping you manage your wealth—an approach that is powered by the relationship we develop with you.

Recognition
Carl Gordinier
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019, 2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
Show more recognition
Main Line Wealth Management & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
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.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Carl G Gordinier,

CFP®,CIMA®,CPWA®

Managing Director, Wealth Management Advisor
610.687.7572
D. Scott Wisman,

CIMA®,CPFA™,CPWA®,CRPC™

Managing Director, Wealth Management Advisor
610.594.1186
Damon K Slepian,

ChSNC®,CFP®,CPFA™

Senior Vice President, Wealth Management Advisor
610.687.7908
Mark T Lydon
Vice President, Senior Financial Advisor
610.687.7956
Branden R Sacks,

ChSNC®,CFP®,CRPC™

Vice President, Wealth Management Advisor
610.687.7903
Jared D Marshall,

CFP®,CKP®,CPFA™

Vice President, Wealth Management Advisor
610.971.6298
Michael S. Wisman,

CRPC™

Vice President, Financial Advisor
610.594.1145
Diane F Laulis
Assistant Vice President, Wealth Management Associate
610.687.7952
Beth A Reinking
Officer, Registered Wealth Management Client Associate
610.687.7967
Kimberly R Keemer
Officer, Registered Wealth Management Client Associate
610.687.7918
Rebecca Stokes
Wealth Management Client Associate
610.687.7950
Lauren K Cunningham
Wealth Management Client Associate
610.594.1144
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.
Diane Gentile-Shapcott
Senior Wealth Management Lending Officer
NMLS #652356
John Ventura
Investment Solutions Group Portfolio Strategist
Christopher Caradec
Wealth Strategies Advisor
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.
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.
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.
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.