Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

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.

The Balducci Wealth Management Group

Forbes “Best-in-State Wealth Management Teams” 2023, 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Marc A Balducci

On Wall Street "Top 40 Advisors Under 40" 2018
Published on January 16, 2018. Rankings based on data as of September 30, 2017.

On Wall Street "Top 40 Advisors Under 40" 2017
Published on March 30, 2017. Rankings based on data as of September 30, 2016.

Forbes "Best-in-State Wealth Advisors" 2018 - 2024
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.

Brenda Dolan

Wealth Strategies Advisor

Bank of America, N.A.

Marsha Brogdon

Wealth Management Banking Specialist

Merrill

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

Welcome

At The Balducci Wealth Management Group, we serve accomplished individuals who demand more from a financial advisory team. For those who generate wealth – and need to abide by specific guidelines – we have a proud tradition of providing clients in similar circumstances with an optimal service experience.

As our reputation continues to grow, so does our clientele. Today, we work closely with senior-level executives at major worldwide insurance and reinsurance companies (as well as other publicly traded companies), current and retired partners of “Big Four” accounting firms, technology professionals and major New York law firms, consulting professionals, entrepreneurs, and generations of their families.

Given the ambitious nature of clients, new opportunities and obstacles invariably present themselves. That’s why we speak to clients on a regular basis. We feel privileged to bring them strong continuity of service and genuine understanding.

There are no shortcuts to what we do. As a dedicated six-person team along with three specialists, we’re as motivated as the clients we serve – and look forward to assisting others who can benefit from our experienced knowledge and focus.

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.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.