Donald Glickert

Ronald Coltrane Jr serves as the Resident Director for Merrill's Wilkes-Barre Office. With over 15 years of experience in the financial services industry, he specializes in wealth management, banking, financing, and private placement investment management. As a Senior Financial Advisor and qualified Portfolio Manager, Ronald focuses on goals-based planning to help clients achieve their financial objectives through personalized wealth management strategies, including family wealth management, retirement planning, portfolio management, and tax minimization. Ronald holds a Bachelor of Arts degree in English from Pennsylvania State University and an MBA with a concentration in Finance from the Jay S. Sidhu School of Business and Leadership at Wilkes University. He maintains the designation of Personal Investment Advisor (PIA). Committed to community involvement, Ronald actively participates in local organizations and values spending time with his family.

Courtney Clements is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2009 and focuses on delivering comprehensive wealth management strategies tailored to individual client needs. Courtney's approach emphasizes listening to clients and helping them make informed decisions to develop personalized financial plans. Her areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Courtney holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree and an Accredited Certificate from Cedar Crest College. Beyond her professional work, Courtney is involved in community activities such as Junior Achievement and the PTA. Her personal interests include biking, cooking, gardening, music, reading, running, skiing, spending time with family, traveling, and yoga.