The Carriello Group

Merrill Lynch Wealth Management
75 Rockefeller Plz
New York, NY 10019
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Our team focuses on addressing the wealth management needs of individuals and families as well as the investing and fiduciary responsibilities of institutions. We work one on one with our clients to determine their needs so that we can craft customized strategies to help them pursue their goals.
The Carriello Group
Merrill Lynch Wealth Management
Welcome

The team’s broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.

Recognition
Nicholas Carriello
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Us
Welcome

The team's broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.

Meet Our Team
Nicholas M Carriello, CFP®,CPFA™,CRPC™
Managing Director, Senior Financial Advisor
212.284.5866
Matthew E Thornton, CFP®
Vice President, Senior Business Manager
212.284.5986
Anna DeSantis
Registered Wealth Management Client Associate
212.284.5825
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.