The SM Group

Merrill Lynch Wealth Management

1040 Stony Hill Rd
Floor Fl 2
Yardley, PA 19067
(267) 685-4770
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The SM 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.
The SM Group
Merrill Lynch Wealth Management
Welcome

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

Recognition
Joel Spangler
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Welcome

The SM Group brings shared ideas and resources to clients, offering a goals-based wealth management approach that puts them, rather than the market, at the center of the wealth management process. Offering access to the global investing resources of Merrill and the banking convenience of Bank of America, we can assist clients in identifying and prioritizing personal goals, which might include planning for and funding children's or grandchildren's educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help develop a financial strategy aligned with their goals.

Meet Our Team
Joel Spangler,

CFP®, CRPS™

Managing Director, Senior Financial Advisor
267.685.4771
Mark Mucciacciaro,

CFP®, CPFA™, CRPS™

Senior Vice President, Senior Financial Advisor
267.685.4770
Jessica N Jensen
Assistant Vice President, Wealth Management Associate
267.685.4772
Nicholas Maciolek,

CFA, CSRIC®

Financial Advisor
267.685.4773
Christian Issa Sause
Registered Wealth Management Associate
267.757.8971
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 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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.