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The Ellenberg-Herr Team

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The Ellenberg-Herr Team

Wealth Management Group
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Merrill Lynch
Wealth Management

The Ellenberg-Herr Team focuses on providing wealth management planning that helps pursue financial well-being for clients. We help clients frame their current financial situation, articulate and understand their goals, and help determine what it will take to fund their goals.
Welcome

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All is running smoothly at Merrill and on our team as we work remotely.  Merrill has been the support system that we need at this time and we are feeling extremely grateful to be fully functional from our home offices, kitchens and counter-tops!

Philosophy

The Ellenberg-Herr Team’s mission is to be our clients’ most trusted partner in all of their financial decisions.  We value deep, long-lasting relationships, focusing on planning for our clients’ goals.  We offer customized advice and a disciplined approach to investing.  We offer exceptional service and we collaborate on issues including investment management, retirement planning, gifting, multi-generational wealth transfer, and income replacement. Our detailed and organized planning approach helps clients focus on what’s most important in their lives so that they can pursue their goals with purpose.

 

Approach

We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

Our  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

Our approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

Understanding your goals and priorities

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

Capabilities

In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the banking convenience of Bank of America, we can offer services that can help you address virtually every financial challenge you face.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Who We Are

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.

Joyce Zavresa

Joyce Zavresa

Wealth Management Banking Specialist

Merrill

Daniel McCormac

Daniel McCormac

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #193647

James F Ade

James F Ade

Retirement Specialist

Bank of America, N.A.

Past Events

Drop the Ball with Tiffany Dufu

June 23rd, 2021|4:00 PM - 6:00 PM EST

Please join us for an insightful and thought-provoking discussion with Tiffany Dufu. Once the poster girl for doing it all, after she had her first child, Tiffany Dufu, a renowned voice in the women’s leadership movement, struggled to accomplish everything she thought she needed to in order to succeed.

Like so many driven and talented women who have been brought up to believe that to have it all, they must do it all, Tiffany began to feel that achieving her career and personal goals was an impossibility. Eventually, she discovered the solution: letting go. In “Drop the Ball”, Tiffany recounts how she learned to reevaluate expectations, shrink her to-do list, and meaningfully engage the assistance of others – freeing the space she needed to flourish at work and to develop deeper, more meaningful relationships at home.

Please reach out to any member of our team at 1-888-480-6852 or email Dana Herr at Dana_Herr@ml.com for more information.

    Cyber Security featuring Jim Scopis

    June 29th, 2021|5:30 PM - 6:30 PM EST

    Please join us for a virtual event featuring Jim Scopis, Senior Vice President of Global Information Security. Jim will be discussing the importance of cyber security with a focus on protecting yourself in a digital world in relation to Passwords, Emails and Travel. He will be providing information on common forms of cyber crime, the trends and threats landscape and why cyber security is vital to protecting yourself.

    Please contact any member of our team at 1-888-480-6852 or email Dana Herr at Dana_Herr@ml.com for more information.

      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.

      HEALTH
      Planning for healthcare expenses now and in the future
      • Long-term Care Insurance3
      • Health Savings Account2
      • Disability Insurance3
      HOME
      Upsizing, downsizing, remodeling or buying a vacation home
      • Home Loans2
      • Home Equity Lines of Credit2
      • Securities-Based Lending2
      • Credit Cards2
      LEISURE
      Spending your free time in meaningful ways
      • Credit Cards2
      • Securities-Based Lending2
      • Structured Lending2
      WORK
      Working in retirement, selling or starting a business
      • Bank of America Business Banking2
      • Exchange Funds1
      • Concentrated Stock Management1
      • Succession Planning1
      GIVING
      Volunteering, mentoring others and giving to charities
      • Donor-Advised Funds4
      • Private Foundations4
      • Charitable Trusts4
      FINANCE
      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
      FAMILY
      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 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.


          Merrill_Capabilities_Brochure.png  

          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.

          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.