Branch Office Profile
The Manchester, Vermont branch of Merrill Lynch has been open since 1994. We serve our Vermont Community, as well as neighboring states of New York and Massachusetts with our special brand of friendly, personal service. We combine this with sophisticated solutions for complex problems to provide the professional excellence our clients enjoy and highly value. Stop by, call or email us to begin the relationship you've been looking for. True wealth is about more than money. It's about the power of the right advisor.
The MAC Group, Merrill Lynch Global Wealth Management
The MAC Group is a team of financial advisors within Merrill Lynch who offer clients the best of both worlds – the intimacy and personal touch of a small, specialized wealth management boutique, combined with their ability to draw on the vast resources of a large, world-class financial institution. We provide affluent individuals, corporations, endowments and charities with advanced financial strategies, a disciplined investment process that focuses on managing risk, and personalized service to help create, build and protect wealth. We are committed to client service and satisfaction. We begin every relationship by working to help clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, we have the tools to fully understand each client’s current financial situation and help them create strategies and solutions designed to meet their long-term objectives, covering a range of wealth management services such as investments, estate planning services, commercial lending, philanthropy, retirement and wealth transfer. We also have a Private Banking & Investment Group team, devoted exclusively to the sophisticated financial requirement of ultra-high-net-worth clients.
Elizabeth W. Alden – CHARTERED RETIREMENT PLANNING COUNSELOR™, Certified Financial Manager, Certified Special Needs Advisor, Vice President, Senior Financial Advisor
Beth has been in the financial services industry for over 29 years, a financial advisor for over 21 years and in 1990 joined the Burlington, Vermont office of Merrill Lynch. In 1994, she relocated to Manchester to open and manage the southern Vermont office for Merrill Lynch as the Associate Resident Director, a role she continues today. Beth advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime, retirement income stream. As a Portfolio Manager in the Personal Investment Advisory Program, she provides an investment portfolio custom built for each client's needs. Beth resides in Dorset, VT with her two rescue dogs and is an avid equestrienne.
Andrew Campanella – Financial Advisor
Andy has over 20 years of experience in the financial services industry and brings extensive knowledge of investments and risk management to our team. He began his career at Equitable Life in their investment department after graduating from Manhattan College in 1983 with a major in finance. Andy spent the next 15 years in institutional sales with the Capital Markets groups of two large global investment banks, CIBC World Markets and the Royal Bank of Canada. After relocating to Vermont in 2001, Andy worked for several years with CUNA Mutual as a financial consultant and most recently at BlackRock, Inc. in Boston as a Vice President in their asset management group. Andy’s mission, first and foremost, is to understand our clients and their needs. He takes the time to listen in great detail, exactly where their wealth stands today and where they would like it to be tomorrow. Andy resides in Dorset, Vermont with his wife, Drew Ann Dunigan, and daughter, Julia.
J. Clark Kastner – Financial Advisor
Clark joined Merrill Lynch in 2010 after over a decade in the financial services industry working as an interest rate derivatives trader and fixed income portfolio manager in New York, Greenwich, Bermuda and London. The focus of his practice is helping successful professionals dynamically manage their personal accounts to achieve their financial goals, while taking the least amount of risk necessary. He specializes in assisting clients with personal account dealing restrictions and concentrated deferred compensation due to their employment in the financial services industry. Within the Merrill Lynch Personal Investment Advisory (PIA) Program, Clark has the ability to create an appropriate third party discretionary advisor relationship which can in some cases mitigate personal account reporting and holding restrictions. Clark is a 1999 Graduate of Harvard University with an A.B. cum laude in Government. He earned his MSc (Hons.) in Finance from the London School of Economics in 2008. He is an avid skier and outdoorsman and resides in West Dover, VT.
Rebecca Shehadi - Client Associate
Becky is the "heartbeat" of our team and the person who will cheerfully greet you whether your visit is on the phone or in person. A wealth of knowledge, Becky supports our efforts to help you secure your financial future and demonstrate every day “the power of the right advisor”.