Demouth, McKeon & Associates

Merrill Lynch Wealth Management

1040 Stony Hill Rd
Floor Fl 2
Yardley, PA 19067
(267) 685.4780
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Demouth, McKeon & Associates 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.
Demouth, McKeon & Associates
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Scott Demouth
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Demouth, McKeon & 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
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
Scott Demouth,

CIMA®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
267.685.4780
Neil McKeon,

CFP®

Senior Vice President, Senior Resident Director - Wealth Management Advisor
267.757.1437
Michael Gallagher,

CFP®, CRPC™

Assistant Vice President, Wealth Management Advisor
267.757.8944
Christopher Brown,

CRPC™

Vice President, Senior Financial Advisor
267.757.1401
Jack Demouth,

CFP®

Financial Advisor
267.685.4777
Jennifer T Volchik,

CRPC™

Assistant Vice President, Wealth Management Associate
267.685.4779
Dominick Clemente
Registered Wealth Management Client Associate
267.757.8969
Amy B Adler
Officer, Wealth Management Client Associate - Resident Director Assistant
267.757.1458
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.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Marianne Babice
Wealth Management Banking Specialist
Merrill
Christopher Caradec
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.
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.
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.