Women’s superpower: Investing

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Pfeffer/Stockard/Cacchione/Bauer Wealth Management Group

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Merrill Lynch
Wealth Management

As a team of Merrill Lynch Wealth Management financial advisors, we offer investment advice and approaches guided by understanding your life’s goals, risk tolerance, time horizon and liquidity needs.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Gregg A Pfeffer

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" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Forbes "Best-in-State Wealth Advisors" 2021
 Published on February 11, 2021. Rankings based on data as of June 30, 2020.

John P Stockard

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" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Forbes "Best-in-State Next-Generation Wealth Advisors 2019
Published on September 4, 2019. Rankings based on data as of March 31, 2019.

Robert M Cacchione

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Lauren A Bauer

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Click here to learn more about advisor recognitions

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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.

Evan Durst

Senior Trust Officer

Bank of America, N.A.

Antonio Caruso

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #572969

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

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.

Individual Investors

We are committed to understanding what matters most to you and what you want to accomplish with your assets. We help to create a financial strategy that is built around your priorities and the advice you need to simultaneously address fluctuations in the market and changes in your life. Our relationship with you is one of mutual trust and respect. Our highly credentialed team members hold numerous external designations, including the CERTIFIED FINANCIAL PLANNER certification, the Certified Investment Management Analyst (CIMA®), the Chartered Retirement Planning Counselor designations, as well as the retirement benefit plan specific Certified 401(k) Professional (C(k)P®) and Certified Plan Fiduciary Advisor (CPFA) designations. Our disciplined investment process is designed to deliver a customized, yet consistent, top-tier client experience. Our integrity is demonstrated through our transparency. We welcome the opportunity to help protect your wealth, to continue to grow your assets in a smart, tax-efficient way, and to help ensure your investments are a reflection of your priorities.

A Plan to Fit Your Needs

Our team focuses on helping businesses design and implement retirement benefit plans that allow both plan sponsors and employees to work toward accomplishing their financial goals. We are among a select group of Merrill financial advisors who are approved as Retirement Benefits Consultants. This title, which highlights our competence and experience in working with complex defined-contribution and defined-benefit needs, allows us to offer services to clients seeking an appropriate, lasting solution. We provide access to 3(21) Fiduciary Services and advise clients on their retirement plan investment line-up. In addition, our highly credentialed team members hold numerous external designations, including the CERTIFIED FINANCIAL PLANNER certification, the Certified 401(k) Professional (C(k)P®), the Certified Plan Fiduciary Advisor, CPFA, and the Chartered Retirement Planning Counselor, CRPC designations. These involve rigorous training that our team members draw on in working with corporate executives and benefit plan sponsors and participants. Our corporate and nonprofit clients look to us to provide tested, well-thought-out strategies, improve retirement plan performance, document sound fiduciary process, and mitigate risk, all while delivering top-tier service.

Institutional Investors

We help you manage your business and personal finances as two parts of an integrated whole. We know that your life and your life’s work are linked, so we take the time to gain an in-depth understanding of your goals and your business in order to propose strategies that address your needs both at work and at home. We can provide access to the investing insights of Merrill and the banking convenience of Bank of America to address your multifaceted financial needs. Whether you need financing and cash management, retirement and benefit plans, or business protection and succession planning, together, we’ll seek to achieve meaningful outcomes for you and your employees.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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      Articles

      DISPLAYING:

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      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.