Pollard, DiMedio & Associates
Merrill Lynch Wealth Management
1040 Stony Hill Rd
Floor Fl 2
Yardley, PA 19067
(866) 621.2206
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Whatever your personal goals may be, we will work with you to develop a personalized wealth management approach aimed at helping you reach the goals that are most important to you.2024 Forbes "Best-in-State Wealth Management Teams" list, published on January 9, 2024.  Rankings based on data as of March 31, 2023.
Pollard, DiMedio & Associates
Merrill Lynch Wealth Management
Welcome

At Pollard, DiMedio & Associates, we believe that managing wealth is a process involving many personal decisions. Our experienced team is committed to working with you and your family at every stage of your financial life.

We begin by asking smart, tough questions and listening carefully to understand where your wealth stands today and where you want it to be in the future. Then, we can help you design and implement a wealth management approach tailored to your personal goals, priorities and aspirations. Throughout our relationship, we’ll work closely with you to align your financial strategies with changes in your life.

We welcome the opportunity to show you how we can work together to address the challenges and opportunities of wealth.

Recognition
Stephen Pollard
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2016-2022
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
Pollard, DiMedio & Associates
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
Approach

The various stages in life often require adjustments in your financial and life goals, including:

  • The retirement lifestyle you envision
  • Preparing for the cost of the best education possible for your children and grandchildren
  • Wealth transfer to the next generation
  • Establishment of their legacy through family foundations and philanthropy
  • Diversifying business interests
  • Potential strategies for managing concentrated equity holdings

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.

Wednesday, April 17th 2024| 12:00 PM EDT
Pollard, DiMedio & Associates Quarterly Market Update

Join Chris DiMedio, Managing Director, Wealth Management Advisor at Merrill and Jordan Jackson, Executive Director, Global Market Strategist at J.P. Morgan Asset Management to hear insights and expectations for the second quarter and the rest of the year.
Chris and Jordan will start the call with a rapid fire Q & A addressing important market topics.

Thursday, February 22nd 2024| 12:00 PM EST
Social Security: Understanding Your Options

Making decisions on when to collect Social Security can be influenced by many factors including your current health, family longevity, marital status, and the age difference between you and your spouse.

Join Pollard, DiMedio & Associates for an informative call on understanding Social Security with Ryan Bertrand, Vice President and Managing Director, Advance Markets at Transamerica. The following will be covered on the call:

  • How your Social Security benefits are determined
  • Strategies for deciding the best time to begin collecting Social Security
  • General rules around survivor benefits To join this call or for additional information, please reach out to your financial advisor or Dawn Wyatt.
Thursday, January 18th 2024| 12:00 PM EST
Year in Review and 2024 Market Outlook

2023 started strong but events around the world began causing investor concern and market volatility. Toward the end of 2023 the markets and economy started to rebound easing investor concern. We are optimistic that 2024 will present opportunities that were not present in 2023.

Join us for a recap of the markets in 2023 and to hear insights into what we expect for the first quarter of 2024.

If you would like to participate on this call, please reach out to your financial advisor or Dawn Wyatt for details.

Thursday, December 7th 2023| 12:00 PM EDT
Planning for Health Care in Retirement

Health care costs in retirement, including health insurance, are a significant concern for Americans. Planning ahead and understanding your health care options can save you time and stress.

On this call, Chris DiMedio, Managing Director, Merrill and Brian Roach, Regional Director, Fidelity Institutional will discuss:

  • Medicare options - Part A, Part B, Part D, Medigap & Part C
  • Things to consider when looking at plan options
  • How to estimate your Medicare costs in Retirement
  • Creating a Health Care Coverage plan We hope you can join us.
Wednesday, July 10th 2024| 12:00 PM ET
Pollard, DiMedio & Associates Quarterly Market Updte

The first half of the year has seen consumer spending steady, housing prices rising, and inflation persistent. The markets have been consistently inconsistent. Join Chris DiMedio, Managing Director, Wealth Management Advisor at Merrill and Jordan Jackson, Executive Director, Global Market Strategist at J.P. Morgan Asset Management to hear insights and expectations for the second half of the year.

Chris and Jordan will start the call with a rapid fire Question & Answer session addressing important market topics.

Meet Our Team
Stephen Pollard,

CFP®

Managing Director, Wealth Management Advisor
267.757.8976
Christopher DiMedio,

CRPC™

Managing Director, Wealth Management Advisor
267.757.8953
Jonathan Battillo,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
267.757.8955
Anthony Ferrandino,

CIMA®, CKP®, CPFA™, CRPS™

Senior Vice President, Wealth Management Advisor
267.757.8958
Sean Moreland,

CFP®

First Vice President, Financial Advisor
267.757.8960
Sean Arnold,

CFP®, CRPC™

Assistant Vice President, Wealth Management Advisor
267.685.4761
Percy Mason,

SE-AWMA™

Financial Advisor
267.757.8966
Patrick Sweet,

CFP®, CRPC™

Financial Advisor
267.757.8978
Patrick Unrath,

CIMA®, CRPC™

Vice President, Wealth Management Advisor
267.685.4775
Dawn Wyatt,

CRPC™

Financial Advisor
267.757.8961
Mary E Bost
Officer, Wealth Management Client Associate
267.757.8954
Scott Greene
Wealth Management Client Associate
267.757.8965
Kyle Comerford,

CFP®, CRPC™

Officer, Team Financial Advisor
267.757.8970
Cameron Zubey
Registered Wealth Management Client Associate
267.757.1449
Madison Scott
Wealth Management Client Associate
267.757.1459
Ryan Scott Staropoli
Wealth Management Client Associate
267.757.8956
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
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Giancarlo Barone
Alternative Investments Regional Specialist
Bank of America, N.A.
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.
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ 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.
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.