The NEW YORK Office

Joseph  W  Doonan 
Branch Manager
    Floor No. 13TH, 
    NEW YORK,  NY  10166

    Phone: (212) 338-6000

NEW YORK Branch Office
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Merrill Lynch Branch Office

Branch Office Profile

The Merrill Lynch Park Avenue Office focuses on delivering wealth management strategies to high net worth individuals and businesses while delivering exemplary service. Our goal is to assist clients in wealth accumulation, wealth preservation, and wealth transfer strategies. The process includes asset allocation*, portfolio management, liability management, tax minimization**, and asset protection. We also assist clients with concentrated stock positions and hedging and liquidity strategies through alternative investments***, collars, and customized liquidity contracts. We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. Clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.

*Asset Allocation does not ensure a profit or protect against loss in declining markets.
**Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
***Some or all alternative investments may not be suitable for certain investors.

Client Commitment

Financial Advisors at this Location

  Marc A. Balducci CRPC®
  Charles Balducci CIMA® CRPC®
  Eric S. Snyder CIMA® CRPC®
  Christopher P. Wilkens
  Candace K. Lucas CRPC®
  Noreen Gillen CFP® CRPC®
  Priscilla L. Bellows
  Peter C. Holland
  Patricia Cleary
  Steven Altman
  Nicholas J. Domini
  Andrea Domini-Singer
  Howard M. Duvall, IV
  Andrew Jackel
  Keith Conboy
  Andrew T. Ford
  Todd Perrotta
  Jesse P. Downing, CRPC® AAMS®
  Sean Gaffey
  Michael Mellody
  Damian Lo Basso
  Robert Goldberg
  Wendy S. Brown
  Eric Frey
  Mark Sluiter
  Joseph LaVecchia
  Warren Barest
  Joel Joachim
  Marc Rosa
  George N. Tsamutalis
  Greg Chimenti
  Gina Carosella
  Stephen M. Stabile, CRPC®
  Adam C. Hirsch, CIMA®, CRPC®
  Heather R. Nidetch, CRPC®
  Michael A. Mouro
  Diego Obando
  Jonathan Kass
  Robert M. Freeman, Jr.
  Brian A. Premo
  Joseph LaVecchia
  Adam Walsh
  Adam Oestreich
  Seth Heine
  David Lowenthal
  David Lowenthal
  Peter Murray
  David W. Peeler
  Andrew DiPaola
  Eric Snyder
  Charles Balducci
  Candace Lucas
  Arthur J Paterson
  Christopher N Rosamond
  Eric Snyder
  Eric S. Snyder,
  Charles Balducci
  Noreen L. Gillen
  Candace K. Lucas
  Peter Murray
  Marc A. Balducci
  Lionel Warshauer
  Glen Zaintz
  Ted Candella
C8476318 (JCA*******801)