The Samilow Group is a highly skilled father-daughter team of professionals offering the personal touch of a smaller firm combined with Merrill's ideas and research, and the global resources of one of the world's largest banks. We help higher-net-worth individuals, families, and those concerned with retirement by providing customized strategies to their wealth management goals and concerns. We are committed to delivering outstanding service to every client we work with. Allan holds a degree from Rider University, is an adjunct professor at Rider, a Portfolio Manager at Merrill, and has been in the financial services industry since 1985. He earned the CERTIFIED FINANCIAL PLANNER (CFP) certification through the Certified Financial Planner Board of Standards, Inc., and a Master's Degree in Personal Financial Planning through the College For Financial Planning. Alyssa was also a graduate of Rider University and joined her father's team in 2013. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 