Your team
Youngman, Rosenthal & Shaffer Wealth Management Group
600 Baltimore Drive
Wilkes-Barre, PA 18702
(800) 947-8491
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In just 15 minutes, expert panelists share ideas that can help you prepare for potential opportunities and risks in 2025 and beyond.
Youngman, Rosenthal & Shaffer Wealth Management Group
Merrill Lynch Wealth Management
600 Baltimore Drive
Wilkes-Barre, PA 18702
(800) 947.8491
(800) 947.8491
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Youngman, Rosenthal & Shaffer Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Youngman, Rosenthal & Shaffer Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Youngman, Rosenthal & Shaffer Wealth Management Group
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", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Youngman, Rosenthal & Shaffer Wealth Management 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.)
Meet Our Team
Mathew Shaffer,
CEPA®, CFP®, SE-AWMA™
Senior Vice President, Wealth Management Advisor
570.829.8059
570.829.8059
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.
Toyae Berry
Wealth Management Banking Specialist
Merrill
Sinota R Fakolujo
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652348
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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.
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.