The Hill Group
Merrill Lynch Wealth Management
1040 Stony Hill Rd
Floor Fl 2
Yardley PA 19067
(267) 757.1439
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As a multi-generational family team, we are dedicated to delivering lasting value to clients and their families through trusted, personalized wealth management. Our success is built on long-term relationships, industry recognition, and an unwavering commitment to service. We measure our impact not just by investment results, but by the confidence and clarity we bring to every stage of your financial journey. Awarded Forbes “Best-in-State Wealth Management Team” 2023, 2024, and 2025 (published annually in January. Rankings based on data as of March 31st of prior year.)
The Hill Group
Welcome

At The Hill Group, we have earned industry accolades and a largely referred clientele for our ability to create enduring relationships and positive results.

With decades of combined experience, our team brings both deep-rooted expertise and fresh perspectives. Jeff Hill has been advising clients for over 40 years; his brother Ken (Charles) Hill, for over 30 years; Jeff's son, Nick Hill, for over 14 years; and Colin Markison, for three years. We excel at working with client families – young and older, existing and new, with a unique blend of skills, knowledge and capabilities.

What distinguishes our team? In addition to our proud tradition of excellence, we are among a select number of groups in which all four of our advisors hold the CERTIFIED FINANCIAL PLANNER®, CFP® certification. This designation reflects our deep commitment to planning – helping clients explore, prioritize, and fulfill their most cherished goals.

Our objective? To develop an intimate appreciation of how clients view their wealth – and the opportunities, responsibilities and challenges that come with it. Once purpose is defined and family values/dynamics are understood, we can evaluate distinct aspects of clients' wealth. By listening to clients, we learn. And by learning, we can craft meaningful strategies that address multiple aspects of clients' financial needs.

  • Investment and Retirement Planning
  • Executive Compensation Planning
  • Liability Management
  • Exit and Succession Planning
  • Tax Minimization
  • Trust and Estate Planning
  • Education Planning
Recognition
Jeffrey Hill
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2025
(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.)
Show more recognition
The Hill 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
Our Philosophy

At the Hill Group, we believe that clients value the energy, experience, and personal approach of our team. With over 110 years of combined wealth management expertise, we bridge generational gaps and connect with clients of all ages – discussing not just financial matters, but shared goals and values. As a multi-generational family team, we focus on the broader impact of financial decisions – helping clients plan for both the short and long term, across every stage of life. It is important to assist, educate, and provide for clients' growing and adult children, and often, their elderly parents. We take pride in "bringing all stakeholders to the table" to develop integrated strategies that span investment planning, tax efficiency, retirement, and estate planning.

Every member of our team is committed to delivering the sophistication of Wall Street with the sincerity and integrity of Main Street.

Meet Our Team
Jeffrey Hill,

CFP®, CPFA®, CRPC™

Managing Director, Wealth Management Advisor
267.757.1414
Charles Hill,

CFP®, CPFA®, CRPC™

First Vice President, Wealth Management Advisor
267.757.1439
Nicholas Hill,

CFP®

Assistant Vice President, Wealth Management Advisor
267.685.4764
Helen Ann Persichilli
Assistant Vice President, Wealth Management Associate
267.757.1416
Ernest Luster
Officer, Registered Wealth Management Client Associate
267.757.1423
Colin Markison,

CFP®

Financial Advisor
267.757.8974
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
Marianne Babice
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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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.