Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

The Harbor Group

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

In today's complex market environment, we believe a group of diverse individuals with different backgrounds and skills have an edge over an individual advisor. In working with us, we believe clients can benefit from the combination of our individual strengths and experiences.
Welcome

Client Focused Advice and Guidance
At The Harbor Group, we don't just focus on investment services. We pride ourselves on delivering modern, sophisticated wealth management to help simplify the lives of hedge fund and private equity principals, Big Four accounting firm partners, and Wall Street and corporate executives.

Our experienced team utilizes its deep knowledge to provide strategic custom strategies designed to help you enhance, preserve and manage your wealth.

When you select The Harbor Group, you are supported by decades of experience in the financial services industry. As of January 2022, The Harbor Group is entrusted with approximately $2.00 billion in client balances. We believe our knowledge and experience with a broad range of services help differentiate us from other advisors.

We Look at the Big Picture

GBWM_ProcessGraphic_920px.png

We focus on clients' needs with a holistic approach, taking into consideration their investment objectives, time horizon, liquidity needs, short- and long-term goals and risk tolerance. We begin by forming a conceptual understanding of you, your family and the context of your business and professional life. We look at your financial life in total and together we establish a working list of objectives, such as funding higher education expenses, retirement income planning and passing your wealth to the next generation.

After we get a clear picture of where you want to go, we will help you chart a strategy. Your strategy will incorporate your time horizon, your risk tolerance, liquidity needs and realistic expectations about investment performance.

Thoughtful implementation can add value to the wealth management process. We take into consideration significant, available information — notably from Merrill resources — before we help you allocate portfolio assets.

We conduct periodic financial reviews and make suggestions to help keep your asset allocation aligned with your objectives. We will re-examine your overall strategy to help keep your investments timely and on target as market conditions change, offering strategic adjustments as necessary.

Meet The Harbor Group

One of our most important strengths is deep experience in the unusual demands of wealth.

Our team's knowledge encompasses a very wide range of financial services. We can address various aspects of your financial life, from daily transactions to designing long-term strategies.

In today's complex market environment, we believe a group of diverse individuals with different backgrounds and skills have an edge over an individual advisor. In working with us, we believe clients can benefit from the combination of our individual strengths and experiences.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

In Memoriam

In Memoriam 3.jpg

  • Our team's knowledge encompasses a very wide range of financial services. We can address various aspects of your financial life, from daily transactions to designing long-term strategies.
  • We don't believe in short cuts. Every client is unique and our recommendations take that into account. We strive to fit investment strategies to the client, not the other way around.John J. Burke III, SE-AWMA®, CRPC® Managing Director | Wealth Management Advisor | Portfolio Manager
  • One of our most important strengths is deep experience in the unusual demands of wealth.

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.

John J Burke

Forbes "Best-in-State Wealth Advisors" 2019, 2020, 2021, and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Drew Rosenfeld

Forbes "Best-in-State Next-Generation Wealth Advisors" 2019, and 2022
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Forbes "Top Next-Generation Wealth Advisors" 2018, and 2020
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Forbes "Best-in-State Wealth Advisors" 2021, and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

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.

Daniel G Bianco

Wealth Management Banking Specialist

Merrill

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

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      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.


      MLBrochure.png        

      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.



      Anthem video thumb.jpg 
      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.