Hello,
Helping you become even more successful by advising and guiding you through some of the most important and critical transitional moments and events in your family’s lives.
Freeing up time and capacity for you, which adds to your intellectual and emotional bandwidth, allowing you to focus on whatever is most important to you.
Serving as a purposeful steward of your assets, wealth and life.
These are a few of the things we will do for you and your family when you decide to work with us.
We try to reverse engineer your goals and aspirations, helping you to better manage your lives while serving five primary roles; Personal Banking Liaison, Wealth Management Planner, Investment Advisor, Strategic Philanthropic Guide and Friend/Confidant for every aspect of your life. These roles are very fluid and can evolve with the goals and needs of our families.
This is a business built on trust. We aspire to work with people we like and respect, who hopefully feel similarly about us. Your interests are aligned with ours. We are not brokering transactions. We are building relationships. You get an advisor and team that cares deeply about you, your family and your goals.
I am fortunate and proud to be part of The Erdmann Group.
All the best and continued success!
Read
A financial professional with over 20 years of legal and financial services experience, from 2001 to 2011, Read was head of trading of Eos Partners, L.P. Prior to Eos, He was an analyst and trader at Kadem Capital. Before that, Read practiced corporate law at Willkie Farr & Gallagher LLP and Clifford Chance LLP.
Read graduated Cum Laude from Harvard College, where he played varsity football and lacrosse. Read is also a graduate of NYU School of Law. He is admitted to practice law in NY, CT and the Federal Courts. Read does not offer legal advice in his role as Financial Advisor.
Active in his community, Read is on the Boards of Mission a.k.a. The CT Challenge, The Norwalk Community College Foundation, SoundWaters and the NYC Executive Board of Harlem Lacrosse and The Open Doors Shelter in Norwalk, CT.
Read is a bad golfer, a mediocre cross fitter and steadfastly refuses to quit playing lacrosse.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
