I'm a partner of The Bromberg-Gerschel-Ellner Group, a boutique-style investment group inside of Merrill Lynch Wealth Management that focuses on helping families of management consultants, financial professionals, entrepreneurs, corporate executives, medical professionals, attorneys & business owners with their financial management. My partners and I are dedicated to assisting high-net-worth families and individuals achieve their goals. Since joining the firm in 2014, I've had the pleasure of helping clients make informed decisions about all aspects of their financial life with the goal of leading them to exceptional capital growth with long term sustainability. I seek to create an environment of transparency by carefully designing plans with my clients' specific needs as my main priority and keeping them informed every step of the way. My team believes that family financial preservation is of the utmost importance which is why we take such a hands-on approach with all our investment strategies. SELECT SERVICES: I educate my clients by helping them preserve and grow assets over generations, through providing customized advice and investment strategies on a concierge level of service. I curate sophisticated wealth management procedures, including: Portfolio & Risk Management Alternative Investments Retirement Income Strategies and Planning Wealth Transfer & Legacy Management Banking, Home Financing & Other Lending Needs with Bank of America, N.A. NMLS ID: 1217423 401(k) Retirement Plans Life Insurance Long-Term Care I hold the Chartered Retirement Planning Counselor (CRPC) designation; a registered service mark from the College for Financial Planning. 