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The Hirsch Stabile Group



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.

Adam C. Hirsch

Financial Planning’s “Top 40 Advisors Under 40” List January 2021.

On Wall Street –“Top 40 Under 40”  January 2020.

Forbes “Top Next-Generation Wealth Advisors” July 2019 and July 2020.

Forbes "Best-in-State Next Generation Wealth Advisors" in September 2019.

Forbes “Best-in-State Wealth Advisors”  February 2019, January 2020, and February 2021.

Stephen M Stabile

Forbes “Best-in-State Wealth Advisors”  February 2019, January 2020, February 2021.

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.

Sarah M LeDonne

Sarah M LeDonne

Wealth Management Banking Specialist


Jonathan Barry Rank

Jonathan Barry Rank

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #642155

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life


The Hirsch Stabile Group, overseeing over $1.45BB in client balances as of October 2020, believes helping you achieve your goals is the most important aspect of our relationship and regular interactions.  Our goal is to deliver excellence in planning, strategy, service, and investing. We recognize that families have different needs at different moments throughout their life; customization, unique processes around problem solving, and flexibility remains paramount.  We seek to deliver excellence and exceed client expectations in financial strategy, credit, service, and data driven investment allocation via an open architecture platform.  Our client base includes but is not limited to, private equity and venture capital professionals, families with concentrated wealth (both public and private), and law firm partners. 

Our growth is driven by introductions from clients and advisor partners, which we believe is a testament to our process, product and long term outcomes.  We look forward to helping you rationalize and synthesize your highest priority financial decisions.     

Adam Hirsch and Stephen Stabile were recognized in Forbes 2020 Best-In-State Wealth Advisors list.  

Adam Hirsch was recognized in On Wall Street's "Top 40 Under 40" list, January 2020. 

Adam Hirsch was recognized in Forbes “Top 250 Next-Generation Wealth Advisors” list July 2020. 

*Forbes "Best-in-State Wealth Advisors" list, February 2020. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor. 

*Source: The On Wall Street’s "Top 40 Advisors Under 40" list, January 2020. For more information about the selection criteria, go to On Wall Street is a trademark of SourceMedia. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor. 

*Source: The Forbes "Top Next-Generation Wealth Advisors" list, July 22, 2020. Data provided by SHOOKTM Research, LLC. Data as of March 31, 2020. SHOOK considered advisors born in 1981 or later with a minimum of 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.


Asset allocations are methodically devised and driven by client goals, not by short term market conditions. We inherently believe in increasing risk exposure to assets we want to own for the very long term during market, sector, or company corrections. We believe the world is flat, invest globally, tax efficiently, and systematically. For clients with low liquidity needs, we capitalize on illiquidity premium by allocating to private equity. We are data driven, not emotion driven, and strive to educate and coach our clients on the benefits of doing so.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Goals-Based Investing

As goal-based financial advisors, we begin – not with investments – but with our Behavioral Discovery Process during which we ask questions, listen and learn about “life factors” that distinguish you from everyone else. We want you to know about your experience with investing, your life, family and achievements. What are your “hot” issues and what’s been in the back of your mind for awhile?

You have a unique personality, circumstances, and aspirations. We take no shortcuts to embracing your objectives – and crafting a smart, disciplined and defined strategy to help meet them. As part of your systematic process measurement, we provide clear updates on your progress to achieving your goals, but from an investment and planning perspective. 

Most importantly, our clients tend to be most focused on family, community, and career. Our systematic service model, driven by the Hirsch Stabile Client Calendar, helps to give you back the most precious resource of time as you outsource your financial needs to our team as a trusted resource.

What You Can Expect

To help you enjoy meaningful, real-world outcomes, we will:

  • Provide creative financial strategies and goals-based thinking that may include income generating, philanthropic, tax minimization, pre-liquidity event planning, concentrated stock management, wealth transfer and estate planning strategies, as well as liability management.
  • Take a client-centered investment approach that invariably leads to core portfolios driven by a client’s long-term objectives. Once crafted, we actively manage each portfolio, regularly review performance, and stay in touch – to keep pace with changes in markets and your circumstances.  We always seek opportunities to capitalize on market created inefficiencies.
  • Offer you timesaving technology, to help simplify and streamline your financial life.
At the heart of what we can deliver, is what we believe:
  • Developing strategies aligned with your short- and long-term goals can help bring you clarity, which can help you focus on your professional and personal life. By using a behavioral finance overlay, we can also help you avoid costly and irrecoverable reactions to market volatility.
  • Coupling passive investments with best-in-breed third-party managers can help us provide tax efficient, risk-adjusted returns with a focus on managing risk.
  • Frequent and friendly dialog with you is essential to our process and promise. While our structure is informal, our approach is highly disciplined. From day one, we’re devoted to earning the trust you place in us. 

Who We Work With

Entrepreneurs & Business Owners

Whatever your specific needs, the Hirsch Stabile Group helps entrepreneurs and business owners balance their personal lives with their life’s work.  We can help you to plan and prepare for liquidity events or a transition out of your business – ideally a year to eighteen months prior. In advance of and throughout a sale or acquisition cycle, we develop timetables and strategies, often in concert with tax advisors, trust attorneys and investment bankers.  We are dedicated to providing the experience and resources of Bank of America/Merrill Lynch Wealth Management to support your ongoing success.  

Executives – Public Companies

We understand the complexities that come with your executive position and extreme demands on your time.  For executives at public companies, we can help you manage the risk of concentrated stock while navigating complex SEC rules, trading restrictions, and reporting requirements.  We aim to balance “career risk and investment risk” through hedging, liquidity and diversification strategies.  We develop asset allocations built around concentrated wealth, which is at times illiquid, to help ensure you are properly managing risk holistically. 

Executives – Financial Companies

Executives that work in Private Equity, Venture Capital, Hedge Funds, and other asset management and financial service based sectors all require unique planning and risk management.  The not too distant events of 2008 helped us to create a custom platform that helps to holistically manage risk and asset allocation.  There are also opportunities for creative wealth structuring encompassing illiquid wealth.  Financial executives are best served by our team’s process to optimize your balance sheet, which includes creative cash management and custom credit strategies.    


On behalf of attorneys, we work to appreciate the intricacies of their partnerships. When formulating a tax-deferred retirement strategy, we consider the effect of partnership equity, a client’s 401K, defined benefit, cash balance plan, and other vehicles. This is especially important for attorneys in transition.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically 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.

Periodic 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.

    Monitoring 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.

    Wealth Management Your Way

    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.


      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.

      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.

      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.