Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Michael W Hassell CRPC®
Senior Financial Advisor
First Vice President
Resident Director - Media Office
Michael holds dual roles as the Resident Director of the Merrill Lynch Media Office and as a Senior Financial Advisor to a select group of families, executives and businesses.
Since starting in the industry in 1995, Michael is dedicated to providing individuals and businesses with financial strategies ranging from asset accumulation to efficient transfer of wealth.
Michael offers personalized strategies that address:
-Trust and Estate Planning needs working with family tax accountants and attorneys
-A wealth of experience designing and refining municipal and taxable fixed income portfolios
-Assisting clients with the distribution options from their employer sponsored plan assets.
Michael leads a team of wealth management professionals whose goal is to ensure clients receive the highest quality of service and sound financial advice.
Michael graduated from Albright College in 1993 with a Bachelor's degree in Finance. Michael lives in Wallingford, PA with his wife Sara, and two children. He enjoys fishing and spending quality time with family and friends.|Christina McGinn
Registered Client Associate
Chris has been has been assisting clients in the financial services business since 1991. Chris attended Penn State University. Chris handles all administrative aspects of our client experience such as account opening, account transfers, cost basis work, etc. She currently resides in Wallingford with her husband Matt and three daughters.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning. *You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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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.
External MSG Specialist
ISG Portfolio Strategist
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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.
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 you stay on track to achieve what's most important to you.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*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. Merrill Lynch Wealth Management 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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I 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.
As Merrill Lynch Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.