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

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Merrill lynch

The Waldele Group

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Merrill Lynch
Wealth Management


We build long-term relationships grounded in caring and trust, helping multiple generations of families distill the complexities of significant wealth. Our team culture creates a different kind of client experience, marked by customization, continuity, and committed service.

Who We Are

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 your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.


We are a nationally recognized Merrill Lynch Wealth Management team headquartered in New York City. We’re privileged to advise and oversee approximately $4.4 billion (as of 6/30/23) for a select group of families throughout the United States who have attained extraordinary personal and professional success. 

We have helped generations of clients’ families capitalize on their wealth while streamlining the complexities they face. It’s not just what we know or what we do – we believe it’s who we are to our clients that makes working with our team an unparalleled experience. 

Our team members have earned a number of national accolades:

  • Barron’s Top 100 Private Wealth Teams 2021 (*Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published on April 16, 2021. Rankings based on data as of December 31, 2020)
  • Forbes Top 250 Wealth Advisors in America: 2016 – 2023 (*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year)
  • Barron’s Top 100 Financial Advisors in America: 2011 – 2018 (*Source: The Barron’s “Top 100 Financial Advisors” list, published annually Mar – April. Rankings based on data as of December 31 of prior year)


*Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published on April 16, 2021. Rankings based on data as of December 31, 2020.

The Barron’s “Top 100 Private Wealth Management Teams” list is a ranking of wealth management teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 100 Private Wealth Management Teams” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings.
Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.


*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.

Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on inperson, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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 Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past
performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Barron’s “Top 100 Financial Advisors” list, published annually Mar – April. Rankings based on data as of December 31 of prior year.

The Barron’s “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

 


Who We Serve

  • You want to diversify your portfolio and generate significant cash flow to supplement your lifestyle.
  • You want future generations of your family to be good stewards of your wealth.
  • You want financial security and freedom to choose your path forward. 
  • You want to make a difference in the world through your philanthropic endeavors.
  • You want to streamline your estate so your family does not face undue complexity in managing their inheritance.
These are just a few examples of the kind of select clients we advise, from entrepreneurs to business owners and senior executives, each with their own set of sophisticated needs. 

We relish the opportunity to unwind that complexity, helping each client advance his or her unique goals and aspirations. We’re fond of saying that “one size fits one.” We are committed to the individuality of each client and family, customizing our work based on their needs and priorities. Our initiatives are rigorous, thoughtful, and mindful of each person’s singular vision for his or her wealth.

Our Team

We are career-long, loyal, dedicated Merrill Advisors. We believe in the ability of our firm to advance client priorities like no other. We are problem-solvers and sounding boards, and we work hard to earn our client’s trust so they will rely on us, whatever the issue or question. Families want to know that we will take care of them now, and for decades to come. We look to be that reassuring presence, during critical crossroads and day-to-day decision points.

Click on our team's profiles to get to know us better.

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.

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.