Noreen advises clients with regards to their personal wealth management including investments, wealth management strategies, retirement cash flow analysis, trust and estate planning services, college education savings, and philanthropic gifting strategies.
Noreen joined Merrill Lynch in 2008. Prior to Merrill Lynch, Ms. Gillen worked at Sony BMG Entertainment where her responsibilities included financial oversight for its various record labels and joint venture deals for artists like Christian Aguilera/RCA Records; The Dave Matthews Band/RCA Records. She earned her B.S. in Finance from NYU Stern School of Business and Ms. Gillen has achieved the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning Counselor(SM)designation.
Noreen is a speaker on the topic of financial literacy in the community and serves as the co-chair of the Northeast Advisory Board of the Hispanic Scholarship Fund, a national non-profit organization that provides guidance and support to college-bound Latino youth and their families. She is also an SEO Alumna, Class of 1994
Eric S. Snyder, Senior Vice President-Wealth Management, CIMA®, CFM®, CRPC®
Eric joined Merrill Lynch in 1996 and provides investment advice for our high net worth families, non-profit organizations, and institutional clients. Holding the industry-wide designation of Certified Investment Management Analyst® and a member of the Investment Management Consultants Association, he utilizes modern portfolio theory combined with third party investment management firms to bring an institutional approach to managing client portfolios. Eric holds Series 7/66 and Series 3 registrations. Eric earned a Bachelor's degree in Marketing and International Business from The Pennsylvania State University. Eric is the Vice President of the Children's Brain Tumor Foundation which is a national non-profit organization. Eric resides in Westfield, New Jersey with his wife, Dianna, son, Kyle and daughters, Devon and Reid.
Charles Balducci, Senior Vice President-Wealth Management, CIMA®, CFM®, CRPC®
Charlie joined Merrill Lynch in 1997. He specializes in identifying potential financial strategies for High Net Worth individuals. With the industry-wide designation of Certified Investment Management Analyst®. Charlie works extensively with corporate executives by creating unique strategies for their concentrated company stock and option positions, including lending, hedging, diversification, monetization and tax deferral techniques. Charlie is a graduate from The Pennsylvania State University where he completed his degree in Finance and Economics. Charlie holds Series 7/66 and Series 3 registrations. Charlie is the Vice President of the Turn The Corner Foundation. Charlie resides in Greenwich, Connecticut with his wife, Amy, daughter, Sofia, and son, Luke.
Candace K. Lucas, Wealth Management Advisor, CLU®, CRPC®
Candace joined Merrill Lynch in 1985. Her strengths include designing sophisticated insurance advice to minimize estate taxes, as well as creating long-term healthcare and retirement income strategies, in tandem with wealth management strategies. Candace works with small-to-mid-sized businesses with corporate cash management, retirement plans and business succession planning. She holds Series 7/66 and Series 3 registrations and the designation of Chartered Retirement Planning Counselor(SM).
Matthew Miller, Financial Services Associate, CFA®, CFP®
Matthew joined Merrill Lynch in 2006 and transferred to the Snyder/Balducci Group from the Merrill Lynch office in Newport Beach, California. Matthew assists with research, analytics, portfolio implementation, and trading. Matthew holds Series 7/66 registration, Series 3 registration, has obtained the designation of Certified Financial Planner™, a certification awarded by the Certified Financial Planner Board of Standards, Inc.; and the Chartered Financial Analyst® designation. Matthew earned a Bachelor’s degree in Economics from the University of California, Irvine. Matt lives in Brooklyn, NY
Valerica Nistor, Registered Senior Client Associate
Valerica’s responsibilities include assisting clients with multiple service needs: banking and operational tasks for client accounts which include check writing, debit card transactions, direct deposit, electronic bill payments, and wire transfers. She is registered with the Series 7 and 66 licenses. Valerica is an alumnus of Fordham University where she earned a Bachelor's in Economics and a minor in Business Administration. Originally from Romania, she moved to the U.S. thirteen years ago and currently resides in Queens, NY.
Patrick Carton, Registered Client Associate
Patrick has been a part of the Snyder/Balducci Group since June of 2006. He is responsible for providing our clients with a high level of service in operational and administrative areas. He is primarily responsible for researching and gathering critical data for portfolio analysis, addressing operational issues, as well as new account implementation and online enrollment and guidance. He is fully registered with his series 7 and 66 licenses as well as a licensed notary. Patrick is an alumnus of Baruch College where he studied Finance and Investments. Originally from Nassau County Long Island, he now resides in Queens, New York.