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 Pron Wealth Management Group

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Merrill Lynch
Wealth Management

As a multi-generational team of professionals,
we deliver seasoned advice and insight
to clients whose financial lives demand
the diverse skills and determined efforts
of an established advisory group.
 

The Pron Wealth Management Group

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Mission Statement

Michael Pron began his career at Merrill as an intern in 1979 and joined the firm directly out of college in 1982. During the past 40 years, he developed an in-depth understanding of investments, financial strategies and the wealth management process. Combining this with his passion for people, Michael has built a large, highly-skilled, team of financial professionals dedicated to serving clients and their wealth management needs. The Pron Wealth Management Group focuses on multi-generational client relationships and the group provides continuity with Michael’s sons, Alexander and Matthew, on the team.

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Philosophy

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where you are today, and where you'd like to be tomorrow. We help you design, implement and track a customized wealth management strategy to help you and your family pursue your personal financial goals while managing investment risk. Our approach is focused on customized planning and optimizing your resources to help turn goals into reality.

Our Advisors also work to engage other family members in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth and money can be a challenge. We help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be managed.

Our clients are serious long-term investor. Understanding that every client is different, we employ a client centric approach in serving our clients’ investment needs. Taking into account individual risk tolerances and needs, a top down approach to the current market opportunities allows us to create efficient and optimized client investment portfolios to help them achieve their personal goals.

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Capabilities

Our process is designed to provide a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We see
ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

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.

Michael Pron

Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021 and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Alexander Pron

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

Forbes "Top Next-Generation Wealth Advisors" 2020 and 2021
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Meet Our 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.

Joshua E Schneider

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #644442

Saira Javad

Wealth Management Banking Specialist

Merrill

Eric Rockenbach

Trust Specialist

Bank of America, N.A.

Past Events

Monthly Market Update and Recap

November 2nd, 2022|12:00 PM - 12:30 PM

At Merrill, we are here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation. 

During this event, Michael Jarzyna will provide:

  1. A month-to-date market recap
  2. An update on the current investment environment
  3. The CIO’s outlook and positioning views for equities, fixed income and alternative investments in 2022
Click Here to Register

    The Big Shift and Market Outlook: Responding to the economy’s shifts, adjustments, and pivots

    Princeton, NJ

    November 29th, 2022|6:30 PM EST

    This past year, we witnessed a rapid recovery from the damage inflicted by the
    coronavirus pandemic, and it was a pivotal year for the economy, the markets, and
    investors. As we continue to transition from a pandemic led pent-up demand cycle
    – to a potentially lower but still above average nominal economic growth cycle –
    the pivot is on. 

    To help you prepare for the evolving market environment and plan for the year ahead, join us for the latest educational seminar The Big
    Shift and Market Outlook: Responding to the economy’s shifts, adjustments, and pivots in which we will discuss:
    • Our outlook on the economy, geopolitical dynamics, and the potential impact on your portfolio in the coming year
    • Factors you should be aware of, as they can impact your portfolio
    • Specific thoughts on the core asset classes that comprise many investor portfolios
    • And how we can work together to implement our best thinking in support of pursuing your goals

      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.


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          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.



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          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.