The Miller - Wachtler Group Team Photo

The Miller - Wachtler Group

Merrill Lynch Wealth Management
1325 Franklin Avenue
Floor 04
Garden City, NY 11530
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As Merrill advisors, we can provide you with advice and guidance to help you develop a personalized financial strategy — and help you consider your risk tolerance, time horizon and liquidity needs.
The Miller - Wachtler Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Jason Wachtler
Forbes "America's Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Joshua Miller
Forbes "Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2022-2023
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
Jason Wachtler, CFP®,CPFA™,CRPC™
Senior Vice President, Wealth Management Advisor
516.877.8443
Joshua Miller, ChFC®,CPFA™
Senior Vice President, Wealth Management Advisor
516.877.8448
Kaitlyn Rodesk
Senior Financial Advisor
516.877.8205
Steven B. Miller
Senior Vice President, Senior Relationship Manager
516.877.8448
Megan LoIacono
Registered Wealth Management Client Associate
516.877.8273
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.
Paul Vincent Barbarino
Employee Benefits Specialist
Thomas J Humrich
Wealth Management Lending Officer
NMLS #832116
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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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.
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.