Daniel Kohan

James Stewart is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1983 and joined Merrill Lynch in 2015. His work primarily focuses on serving business owners, entrepreneurs, and corporate executives, addressing their distinct wealth management needs including financing, succession strategies, employee benefits, and complex financial planning. James holds the FINRA Series 7 and Series 66 registrations and the designation of Personal Investment Advisor (PIA). He earned his Bachelor's degree from William Paterson University. His approach to wealth management involves a detailed, consultative process that considers clients’ financial situations, goals, time horizons, liquidity needs, and risk tolerance. Leveraging Merrill Lynch’s resources, he offers strategies including portfolio management, stock option analysis, retirement planning, risk hedging, equity position monetization, and wealth transfer services. As a Senior Portfolio Advisor, he can manage custom investment strategies and discretionary portfolios through the firm’s Investment Advisory Program. Outside of his professional role, James participates in community organizations including the Appalachian Mountain Club, Red Cross, and USO. His personal interests include adventure sports, hiking, yoga, and spending time with his family. He emphasizes building long-term client relationships grounded in trust, credibility, and confidence.

You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.

Matthew Forman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their unique goals and changing market conditions. His client areas of expertise include divorce transition planning, education planning, executive compensation, legacy planning, retirement income, philanthropic planning, portfolio management, small business strategies, personal retirement planning, and tax minimization. Matthew holds a Bachelor's Degree from the University of Hartford and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows a philosophy of working one-on-one with clients to create strategies aimed at pursuing their long-term financial objectives. In addition to his professional work, Matthew participates in community volunteer activities. His personal interests include basketball, cooking, football, gardening, golfing, hiking, and spending time with his family.

Robert Reier is a Financial Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 2022. In his role, he focuses on creating personalized client experiences that extend beyond investment management to include financial planning, lending, legacy considerations, and liquidity events. Robert works with individuals, families, executives, and business owners to develop strategies around goal planning, retirement, portfolio management, tax minimization, and wealth management. Robert holds a Bachelor's degree in Financial Economics from Emory University and earned the Personal Investment Advisor (PIA) designation. His client service areas include college education planning, corporate executive services, managing new wealth, and small business strategies. He combines Merrill Lynch’s comprehensive financial planning capabilities with the support and security of Bank of America. Originally from Rye, New York, Robert now resides in Canton, Connecticut. Outside of his professional work, he enjoys fishing, fly-fishing, and spending time outdoors on the Farmington River. His personal interests include bowling, cooking, hiking, music, pottery, traveling, watching movies, writing, and spending time with his family.