The Waldele Group

Merrill lynch

The Waldele Group

Introduce us to a friend

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

We are a nationally recognized Merrill Lynch Wealth Management team headquartered in New York City. We’re privileged to advise a select group of families throughout the United States who have attained extraordinary personal and professional success. 

With more than $3.1B in entrusted assets as of September 30, 2018, 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 – it’s who we are to our clients that makes working with our team an unparalleled experience. 

Our founder, Robert Waldele has earned a number of national accolades:

  • Barron’s Top 100 Financial Advisors in America: 2011 – 2017
  • Forbes Top 250 Wealth Advisors in America: 2016, 2017, and 2018
  • Wealth Management Magazine Top 100 Wirehouse Advisors: 2016
  • Financial Times Top 400 Financial Advisors 2018

*Source: Barron's "America's Top 100 Advisors" list, April 17, 2017. For more information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: Forbes "America's Top 250 Wealth Advisors" list, September 2017. For more information about the selection criteria, go to Forbes is a trademark of Forbes Media LLC. All rights reserved.

*Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved.

*Source: The Financial Times Top 400 Financial Advisers (FT 400) is an independent listing produced by the Financial Times (March, 2018). For more information about the selection criteria, go to

*The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

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 Lynch 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 Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.

Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
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 Funds2
  • Private Foundations2
  • Charitable Trusts2
Using your finances to bring it all together
  • Merrill Lynch 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

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

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

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.

Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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