The NEW YORK Office

Joseph  W  Doonan 
Branch Manager
    Floor No. 13, 
    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.

*Some or all alternative investments may not be suitable for certain investors

Client Commitment

Financial Advisors at this Location

  Charles Balducci CFM CIMA CRPC
  Marc A. Balducci CFM CRPC
  Eric S. Snyder CFM CIMA CRPC
  Christopher P. Wilkens
  Candace K. Lucas CRPC
  Noreen Gillen CFP CRPC
  Priscilla L. Bellows
  Peter C. Holland
  Priscilla Bellows
  Peter Holland
  James Brady
  Dino Santoro
  Michael Riomao
  Ted Candella
  Steven LaBanca
  John Drennan
  Glen Zaintz
  Paul Goldsmith
  Greg Cantone
  Morgan McCarthy
  Andrew S. Cecil
  John E. Levine
  Patricia Cleary
  Steven Altman
  Jesse Clinton
  Phillip Pedrena
  Alex Zamoyski
  Nicholas J. Domini
  Andrea Domini-Singer
  Howard M. Duvall, IV
  Andrew Jackel
  Keith Conboy
  Sean Gaffey
  Michael Mellody
  Warren Barest
  Joel Joachim
  Marc Rosa
  George N. Tsamutalis
  Greg Chimenti
  Gina Carosella
  Stephen Stabile
  Adam Hirsch
  Heather Nidetch
  Diego Obando
  Andrew T. Ford
  Todd Perrotta
  Joseph C. DiMattina
  Shawna Tanner
  Jonathan E. Kass
  Robert M. Freeman, Jr.
  Joseph LaVecchia
  Adam Walsh
  Seth Heine
  Adam Oestreich
  David Lowenthal
  Peter Murray
  David W. Peeler
  Arthur J Paterson
  Christopher N Rosamond
  Eric Snyder
  Eric S. Snyder,
  Charles Balducci
  Candace K. Lucas
  Joseph Kasell
  Marc A. Balducci
  Peter Murray
  Christy Marrero
  Noreen L. Gillen
  Lionel Warshauer
  Glen Zaintz
  Ted Candella
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