Merrill Lynch
Tara Lynn Casey Casey
Client Relationship Manager, Vice President
Amanda Papagelis (Gorenflo)
Wealth Management Client Associate
Kevin Barry, Cfp®
Wealth Management Advisor, Senior Vice President
Melanie Smith
Associate Market Supervision Manager
Dylan Baker
Registered Client Associate
Donald M Lehman
Wealth Management Advisor, Senior Vice President
Jeff Adamson, Cfp®,C(k)p®,Cpfa
Wealth Management Advisor, First Vice President
Charles Heaton, Crpc®
Wealth Management Advisor, Senior Vice President
Michael Williams
Associate Vice President; Wealth Management Advisor
Matthew Allen
Business Analyst, Team Coach, Delivery Lead
Jake Orlowski
Wealth Management Client Associate
Summer Blanchard
Vice President Client Relationship Manager