Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Caso, McDonell & Associates
Wealth Management GroupLearn more about an advisor's background on
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Merrill Lynch
Wealth Management
Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
Caso, McDonell & Associates
Welcome
We focus on developing customized potential financial solutions for individuals and their families by working closely together with clients after we understand their goals and agree upon next steps. Working with us means you have a caring advisor helping you to pursue your goals. We are committed to understanding your unique challenges, priorities, and financial resources. You may be concerned with preserving and growing your wealth or leaving a legacy to your family or a charity. Whatever your personal goals may be, we will work with you to develop a customized financial approach designed to help you pursue what’s most important to you.
Philosophy
We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
Approach
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance. Helping you pursue your goals starts with getting to know you and your family. Our job is to understand what matters most to you. We’ll work together to create a financial approach that reflects your investment personality and is built around your priorities. You’ll receive advice to help you navigate changes in your life.
Capabilities
Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America allows us to help you devise potential solutions designed to help preserve, grow and distribute your wealth. We strive to exceed client expectations through our proactive approach to communication, our attention to personalized service, and commitment to continuing financial education.
Live Education Events
January 18th, 2023: Financial tips for your 50s and 60s
February 7st , 2023: Health care costs in retirement: A closer look at Medicare
March 28th, 2023: Financial matters for women
April 28th, 2023: Journey of Caregiving
May 8th, 2023: Social Security
June 15th, 2023: Financial fundamentals
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Philip M Caso
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2018
Published on February 15, 2018. Rankings based on data as of June 30, 2017.
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Michael Hagopian
Wealth Management Banking Specialist
Merrill
Sameer Derashri
Wealth Strategist
Merrill
Nick Foley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1190976
Past Events
Midyear 2023 - Are you ready for the market's next moves?
July 19th, 2023|2:00 PM EST
Chris Hyzy will be joined by a panel of experts to discuss what the second half of the year could bring for investors—and how to best prepare for new risks and potential opportunities.
Topics they’ll explore include:
• Could the U.S. economy avoid a recession?
• Outlook for inflation and interest rates
• Artificial intelligence and other innovations driving the market
• Ideas for putting cash to work in today’s higher rate environment
• Portfolio strategies investors could consider now
Are YOU ready?
Virtual Lush Floral Arranging Experience
May 17th, 2023|6:30 PM - 7:30 PM
In this exclusive floral arranging experience, you will be receiving an abundance of farm-fresh flowers that will be delivered right to your doorstep. Throughout this unique virtual workshop, you will be taught step-by-step on how to create a beautiful seasonal arrangement in a stylish vase, all while learning the best tips and tricks from Alice’s Table!
Host:
Jason Edelmann
Market Executive
Please RSVP with your Financial Advisor team no later than Thursday, May 4, 2023 to ensure you receive your Floral Arrangement Kit on time.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
Articles
Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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