Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Now’s the time to have the bull at your back, with Merrill.
Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.
Zalewski, Hartley & Associates
Wealth Management GroupMerrill Lynch
Wealth Management
At Zalewski, Hartley & Associates, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
Meet Our 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.
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.
Michael Flynn
Wealth Management Banking Specialist
Merrill
Danika Wukich
Alternative Investments Regional Specialist
Bank of America, N.A.
.jpg)
Jeremy Floberg
Wealth Strategist
Merrill
Where do we begin? It starts with you.
At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.
Understanding Your Life
Welcome
Our entire team shares a common goal: to help clients pursue their personal financial goals, such as planning for and funding children’s educations, helping ensure that money lasts in retirement, and planning for potential health care costs. Everything we do takes into account clients’ personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals.
Philosophy
“Our vision is to help clients create a plan to maximize their impact on helping their family and others”
- The only way to help a client is through holistic planning
- We believe in a fiduciary relationship based on trust
- Wealth creation has more to do with investor’s behavior than an investor’s portfolio
- Retirement could last 30 or more years
- The protection side of one’s plan is as important as the investment side
- Balance in one’s life between saving and enjoying
- We listen and help clients articulate their vision and goals
- We assess the client’s current financial situation
- We design and implement a plan unique to each client
- We systematically review the client’s plan
- Over 75 years of collective wealth management experience
- We are a holistic wealth management institution providing, investment, banking and trust services
- Being a $2.8T financial institution, our clients can trust their accounts and information are safely and securely protected (Institutional Investor, 2019)
- We are team focused on planning Personal, Family, and Philanthropic Goals
- Recently named Top Global Research Firm for the seventh time (Charted Alternative Investment Analyst Association, 2019)
- Access to exclusive investment and planning solutions
- Our integrated investment and banking digital platform helps simplify clients’ lives
- Responsive client service and communication
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor 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.
Our online approach is to help you pursue your goals — and to make your busy life a little easier. With MyMerrill, you can access your investment accounts how, when and where you want to.
Here are some links to help you understand how it works.
•MyMerrill Overview
•Wealth Management Your Way
•Online Delivery and MyMerrill Enrollment
•MyMerrill Mobile App
•Secure Message Center
•My Financial Picture
•MyMerrill Security Features
•Mobile Check Deposit
•e-Signature
•Authorize Account Access (3rd Party)
•Touch ID
•Document Scanning
•Digital Capabilities
•Banking, Borrowing and Investing
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Articles
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.
 |
We put you first, every day. |
|
|
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.