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
Learn more about an advisor's background on
Accessible, knowledgeable, and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
The Flotteron Group
Recognition
Joseph Flotteron
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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.)
Show more recognition
The Flotteron Group Team Photo
The Flotteron Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us

For over 40 years, The Flotteron Group has helped individuals, families, and businesses across various walks of life. achieve their financial and life goals. Our goal is to give our clients the best lives possible given the resources that they have. We focus on preserving and growing family wealth across generations, while managing the full scope of our clients' financial affairs with discretion and dedication. Led by Joseph Flotteron, Steven Walker, Harish Pasupuleti, and Matthew Flotteron, our eight-person team works in close collaboration to serve our clients with integrity and care.

When our clients call, they're always greeted by a warm, familiar voice - ready to assist with care and efficiency. And when they refer us to friends and family, they're sharing the peace of mind that comes from knowing we're here whenever they need us. While our umbrella is Merrill, our clients simply know us as The Flotteron Group.

Our services go far beyond traditional investment advice - we provide bespoke, highly personalized guidance that reflects each client's unique values, goals, and vision for the future. From investment management and financial planning to succession and retirement planning (for both individuals and businesses), charitable giving, education funding, and intergenerational wealth transfer, our team delivers comprehensive, strategic support at every stage of life. We're proud to offer a boutique-level experience backed by the expansive investment resources of Merrill Lynch and the full banking capabilities of Bank of America.

Today, our clients entrust us with more than $1 billion in client balances (as of 12/31/2024), and many of our relationships span multiple generations. New clients typically join our group with $1 million or more in investable assets and are looking for a consolidated, comprehensive approach to managing their wealth - and a team they can trust for the long term.

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®

Vice President, Wealth Management Advisor
609.243.7858
Matthew Flotteron,

CPFA®

Vice President, Senior Financial Advisor - Portfolio Manager
802.660.1052
Alexander Salak,

CRPC™

Wealth Management Specialist
267.757.1435
Marnie Mollica
Officer, Wealth Management Client Associate
267.757.1424
Amarilis C Aponte
Officer, Wealth Management Client Associate
267.757.1428
Joseph  Feiden
Joseph Feiden
Officer, Wealth Management Client Associate
267.757.8977
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.