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Youngman, Rosenthal & Shaffer Wealth Management Group

Merrill Lynch Wealth Management

600 Baltimore Drive

Wilkes-Barre PA 18702

(800) 947.8491

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At the Youngman, Rosenthal & Shaffer Wealth Management Group, we believe lasting relationships are built on collaboration and trust. Our team approach brings together experienced advisors, dedicated client associates, and the global investment expertise of Merrill—combined with the banking convenience of Bank of America. Our goal is simple: to be your primary source for financial advice and guidance. Every step of the planning process is driven by our commitment to diligence, transparency, and personalized service—so you can feel confident that your financial future is in capable hands.

At the Youngman, Rosenthal & Shaffer Wealth Management Group, we believe lasting relationships are built on collaboration and trust. Our team approach brings together experienced advisors, dedicated client associates, and the global investment expertise of Merrill—combined with the banking convenience of Bank of America. Our goal is simple: to be your primary source for financial advice and guidance. Every step of the planning process is driven by our commitment to diligence, transparency, and personalized service—so you can feel confident that your financial future is in capable hands.

Youngman, Rosenthal & Shaffer Wealth Management Group

WelcomeRecognitionAbout UsMeet Our TeamInsightsAbout Merrill

Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition

Charles Youngman

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Show more recognition

Charles Youngman

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Stephen Rosenthal

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Mathew Shaffer

Senior Vice President, Wealth Management Advisor

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Youngman, Rosenthal & Shaffer Wealth Management Group

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Click here to learn more about advisor recognitions

About Us

Philosophy

The Youngman, Rosenthal & Shaffer Group is a dedicated wealth management team committed to helping individuals, families, and businesses achieve financial confidence and long-term success. With a client-first approach, we combine personalized strategies, deep market insight, and a commitment to excellence to deliver solutions tailored to your unique goals.

Meet Our Team

Charles Youngman,

CRPC™

Managing Director, Wealth Management Advisor

877.390.9696

Stephen Rosenthal,

CPFA®

Managing Director, Wealth Management Advisor

570.829.8010

Mathew Shaffer,

CFP®, SE-AWMA™

Senior Vice President, Wealth Management Advisor

570.829.8059

William Stella,

CFP®

Assistant Vice President, Wealth Management Advisor

570.829.8033

Laura A Dunn,

CDFA®

Officer, Relationship Manager

570.829.8030

Jill M Varzaly

Wealth Management Client Associate

570.829.8045

Michele Bound

Wealth Management Client Associate

570.829.8020

Stacie Marie Lewandowski

Wealth Management Client Associate

570.829.8043

Christopher Nixon

Officer, Registered Wealth Management Client Associate

570.829.8048

Caroline Youngman

Wealth Management Client Associate (FP)

570.829.8004

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.

Brenda Dolan

Wealth Strategies Advisor

Bank of America, N.A.

Angela Camplese

Wealth Management Banking Specialist

Merrill

Sinota R Fakolujo

Senior Wealth Management Lending Officer

NMLS #652348

Bank of America, N.A.

Expand to see all specialists

Insights

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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.