The Flotteron Group Team Photo

The Flotteron Group

Merrill Lynch Wealth Management

1040 Stony Hill Rd
Floor Fl 2
Yardley, PA 19067
(267) 757-1411
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The Flotteron 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 Flotteron Group
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
Joseph Flotteron
Managing Director, Senior Financial Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2019
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Flotteron Group Team Photo
The Flotteron 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
Joseph Flotteron
Managing Director, Senior Financial Advisor
267.757.1411
Steven Walker,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
267.757.1427
Harish Pasupuleti,

CFP®

Assistant Vice President, Wealth Management Advisor
609.243.7858
Matthew Flotteron
Vice President, Senior Financial Advisor - Portfolio Manager
802.660.1052
Alexander Salak,

CRPC™

Wealth Management Specialist
267.757.1435
Marnie Mollica
Wealth Management Client Associate
267.757.1424
Amarilis C Aponte
Wealth Management Client Associate
267.757.1428
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.
Taylor Boltersdorf
Wealth Management Banking Specialist
Merrill
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
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.