Eckart Wealth Management Group

Merrill Lynch Wealth Management
57 Hampton Road
Southampton, NY 11968
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True experience is about lessons learned and insights garnered over time. The members of the Eckart Wealth Management Group bring this kind of well-seasoned skill set to clients. We have developed our abilities over decades, not years.
Eckart Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Goals change, family situations evolve or new commitments arise. We believe client relationships are about teamwork—we and Merrill Lynch Wealth Management's highly regarded resources work together to help you pursue your goals.

Every client is different. Some have a clear financial strategy and we will help them implement it. Sometimes our process requires looking far enough forward so that clients can plan for future generations. Or it could mean taking into account extraordinary income needed to pursue a passion or hobby in retirement. Our goal is to clearly understand your many financial needs. It's not just about money. It's about plans, hopes, dreams and goals.

About Us
Welcome

Goals change, family situations evolve or new commitments arise. We believe client relationships are about teamwork—we and Merrill Lynch Wealth Management's highly regarded resources work together to help you pursue your goals.

Every client is different. Some have a clear financial strategy and we will help them implement it. Sometimes our process requires looking far enough forward so that clients can plan for future generations. Or it could mean taking into account extraordinary income needed to pursue a passion or hobby in retirement. Our goal is to clearly understand your many financial needs. It's not just about money. It's about plans, hopes, dreams and goals.

Meet Our Team
Jacob Eckart, CRPC™
First Vice President, Senior Financial Advisor
631.204.8655
Mary Barty Scheurer, CFP®,CPFA™,CRPC™
Vice President, Wealth Management Advisor
631.204.8655
Stephen Hiller
Officer, Registered Senior Wealth Management Client Associate
631.204.8660
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Diana Rooney
Wealth Management Banking Specialist
Don Romano
Senior Wealth Management Lending Officer
NMLS #4023
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.