P.O.D. & Associates

Merrill Lynch Wealth Management
470 Norristown Road
Suite 101
Blue Bell, PA 19422
(484) 530-5323
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P.O.D. & Associates 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.
P.O.D. & Associates
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
Dennis Omalley
Forbes "Best-in-State Next-Generation Wealth Advisors", 2022-2023
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Click here to learn more about advisor recognitions
Tuesday, January 30th 2024| 4:00 PM EST
Looking Forward to a New Era of Growth

Please join Merrill for a discussion with our top industry experts who will discuss how the coming year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.
topics will include:

  • What a potential recession could mean for the markets
  • Dealing with inflation, volatility and other investment risks
  • Portfolio strategies and opportunities to consider now

CLICK HERE to reserve your place for this exclusive, live virtual event.

Meet Our Team
April Pettinelli, CRPC™
Senior Vice President, Senior Financial Advisor
484.530.5350
Dennis Omalley, CFP®,CPFA™
Senior Vice President, Wealth Management Advisor
484.530.5309
Patrick J Dinan, CSRIC®
Assistant Vice President, Investment Management Specialist
484.530.5319
Theresa K McDonough, CRPC™
Assistant Vice President, Wealth Management Associate
484.530.5323
Dennis O'Malley
Senior Vice President, Senior Relationship Manager
484.530.5351
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.
Michael Perticari
Senior Wealth Management Lending Officer
NMLS #535721
Christopher Caradec
Wealth Strategies Advisor
Erica Dugan
Structured Credit Executive
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.
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 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.