The Griffiths Group

Merrill Lynch Wealth Management

1040 Stony Hill Rd
Floor Fl 2
Yardley, PA 19067
(267) 757.1407
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The Griffiths Group provides our clients with a high quality wealth planning experience.  We strive to help clients achieve their financial goals, while making the complexities of financial life easy to understand.
The Griffiths Group
Merrill Lynch Wealth Management
Welcome

At The Griffiths Group, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and service.  We believe we foster a different kind of mindset - one wholly dedicated to advancing the best outcomes for the clients we serve.

Speak to us for few minutes and you’ll notice something different.  We’re resolutely focused on a client’s goals and continually strive to exceed expectations.  We’re keenly attuned to what matters to you – your objectives and needs, values and priorities.  Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business.

In a financial world marked by change – in markets, regulations, opportunities, and challenges – we look to promote consistency, dispel confusion, and design a personalized path for each family.  We have an instinct for solving problems, and look to continually refine and enhance what we do.  We’re proud of the fact that we are restless in our quest to help you, harnessing our team’s skills and strengths.  Clients work with us from cities and towns in diverse parts of the United States.  Our advisors, Relationship Managers, and Associates collaborate to serve as your “go-to resource”, whatever the financial issue or need.

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
Samuel Griffiths
Senior Vice President, Senior Financial Advisor
267.757.1408
Lynn Griffiths
Senior Vice President, Wealth Management Advisor
267.757.1407
Steven Griffiths,

CRPC™

Senior Financial Advisor
267.685.4767
Caroline Griffiths
Financial Advisor
617.946.4163
Angela Moore,

CRPC™

Assistant Vice President, Wealth Management Associate
267.757.1452
Jacqulyn Howell
Wealth Management Client Associate
267.757.1417
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.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Michael J Friedman
Wealth Management Banking Specialist
Merrill
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.