Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Chad has been with Merrill Wealth Management since 1997 and has spent his entire professional career at one firm. He has held a variety of roles at Merrill including Premier Wealth Planner, providing wealth management for high-net-worth individuals and families; and leadership positions in Philadelphia, Pittsburgh and Atlanta. He moved back to Pittsburgh in 2013 and provides customized wealth management and investment strategies for his clients. Chad has earned both his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and his Certified Investment Management Analyst® (CIMA®) designation. His focus is on developing tailored strategies for clients, their families and their businesses to help them pursue both short- and long-term financial goals. Chad leverages the investment insights of Merrill and access to the banking convenience of Bank of America to provide a breadth of financial services.
Chad has been very involved with the Western Pennsylvania chapter of the Cystic Fibrosis Foundation, an organization that has been the driving force behind the pursuit of a cure.
Pennsylvania State University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Lending Officer NMLS # 572969
Structured Credit 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.
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Your advisor is a click away within our site or mobile apps
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*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.